It never feels good when we are in this kind of market, it is hard to find any optimistic news. From interest rate hikes to inflation fear, from Russia Ukraine tension to global recession. The financial market is upside-down and many cracks are spreading. How should you position your investment to protect your downside and yet capture the new opportunities? Here is my analysis.
First of all, we need to understand that the news sells fears because it is easy to attract eyeballs. But we need to see through the truth behind the sea of information and misinformation. On the surface, we are having a geopolitical issue, a “war” between Russia and Ukraine. But in fact, it is a financial war between the US, China and Europe.
Maybe the “Word War III” has already started, the battlefield is in eastern Europe, but the US has made sure that everybody is dragged into it, including even Switzerland and Singapore....