Geopolitical Risk

[Waltzing]

China , EV cars... big bother is watching ...

https://www.telegraph.co.uk/politics/2023/08/05/china-will-use-cars-to-spy-on-britain-ministers-fear/

[Waltzing]

and so it begins. Joint naval patrols with multiple nations in the south china sea.

https://edition.cnn.com/2023/08/07/asia/china-philippines-coast-guard-confrontation-south-china-sea-intl-hnk/index.html

[Waltzing]

Looks like the west is locked into a situation of the worst kind and no end in sight... not enough long range weapons and too few tanks and no planes or attack helicopters show the complete farce the west has made of this conflict since 2014...

https://www.cnbc.com/2023/08/07/when-and-how-will-ukraines-war-with-russia-end.html

[Waltzing]

the COF basically failed .... NCO's saying it did not go well and some of the vehicles not suited to the defensive battles...

SO much for the experts in the west saying it would be a knife through butter... a certain Italian army artillery officer on TVP world..

 Failure of western politicians resulting in a blame game to come?

https://www.telegraph.co.uk/world-news/2023/08/07/ukraine-marines-lost-lot-of-men-counter-offensive-russia/

[kiwi2007]

Looks like the west is locked into a situation of the worst kind and no end in sight... not enough long range weapons and too few tanks and no planes or attack helicopters show the complete farce the west has made of this conflict since 2014...

https://www.cnbc.com/2023/08/07/when-and-how-will-ukraines-war-with-russia-end.html

Continued fighting for the next couple of years is excellent news for The Wests's arms industry if not for those dying in the conflict.
It's a huge profit center for some companies: Lockheed Martin and Raytheon and Boeing amongst many, many others.
I do wonder how the markets would react if there were a sudden ceasefire?

[Waltzing]

A economic Tiger now no longer on the prowl....

https://asia.nikkei.com/Opinion/China-is-drifting-toward-a-deflation-trap

China deflation.... what are they going to do now as they finally have to Pull a Rabbit out of the Hat....

 Do you just fly your planes around for no reason... everything the chinese are doing the russian almost invented the play book on and have been doing for a decade... The unprofessional Naval manoeuvre, the flying behaviour and soon will they start putting it on the TV screens to condition the population for war?

You be the judge but the game book is a repeat of the Russians and the we known how in the end you just cant help yourself and you hit the big red button...

https://www.cnbc.com/2023/08/09/china-hawk-says-beijing-to-bring-war-to-the-west-take-taiwan.html

[Waltzing]

We are there and we understand that everything has changed!

The reality of the world is a seismic shift in that the genie is out of the bottle and  we cant go back before the invasion of Ukraine and belief we can think that everything will go back to before the cumulating effects since 2014.

Is it too late  ....    Frederick Kagan outline his views on how late the west has been and there is not going to be a back to normal..

https://www.telegraph.co.uk/news/2023/08/08/ukraine-counteroffensive-russia-success-failure-struggles/

Is it time to read War and Peace?
 

[Waltzing]

China ramping up the tensions in the TS...

https://www.understandingwar.org/backgrounder/people%E2%80%99s-republic-china-framing-lai%E2%80%99s-us-transit-crisis

[Waltzing]

China really should just take the debts of local government and put it on the government books...

cause there are more birdies in the coal mine to come... last shoe or more out there...

https://www.cnbc.com/2023/08/10/china-property-market-roiled-by-default-fears-country-garden-spooks-investors.html

China better hope foreign investment doesnt flee...

https://www.dw.com/en/taiwans-tsmc-to-build-semiconductor-factory-in-germany/a-66469463#:~:text=TSMC%20is%20the%20world's%20largest,300%2Dmillimeter%20wafers%20per%20month.

[Waltzing]

How much longer are western countries going to allow Russian  embassies  to stay open...

https://edition.cnn.com/europe/live-news/russia-ukraine-war-new-08-11-23/h_ff7e82c537fdfc85e14024faae94cf84

[Waltzing]

This what Inter - cepting  something looks like... can an expert on explosions tell us more please... boy thats more smoke than a gathering of street racers on a saturday night could generate in south auckland ..... or the WAKATOO.  Appears to be smoke generated to hide it as a target.

[Waltzing]

FIlling up your car in Ugle Bear country has become an explosive  experience... whole new meaning to firing the engine...

https://www.telegraph.co.uk/world-news/2023/08/15/dagestan-makhachkala-russia-ukraine-petrol-fire-explosion/

[Waltzing]

Fleeing little green men ... cluster munitions in action...

[Waltzing]

Is it the end of the UN? and all hellens dreams?

Of course it was all just a dream of a democratic world living in peace...

Mi6 is sending 007 to finish the job... now before  you say he's dead; well... Anyone who has read Mast and Commander will know that all British man of war carry marines and in the case of the destroyer which fired the missiles it carries two combat helicopters ....the helicopters got him off the island seconds before the big bangs...  Q had him in cryo while formulating a new top secret blood purification treatment.

https://www.telegraph.co.uk/world-news/2023/08/16/russia-claims-uk-plot-assassinate-pro-moscow-leaders-africa/

[Waltzing]

Is this china's 2008 moment...

https://www.telegraph.co.uk/business/2023/08/17/china-property-crash-becomes-more-dangerous/