The 'Sell America' Pivot: Capital Flight to the 'Safe' South
While retail investors buy the dip in US Tech, institutional 'smart money' is quietly executing a massive rotation into the 'Non-Aligned' Global South to dodge the coming Trade Bazooka.
4 articles
While retail investors buy the dip in US Tech, institutional 'smart money' is quietly executing a massive rotation into the 'Non-Aligned' Global South to dodge the coming Trade Bazooka.
Prime Minister Carney's deal to allow 49,000 Chinese EVs into Canada is more than a trade tweak. It is a geopolitical earthquake. By piercing the US tariff shield, Ottawa has created a 'control group' that will expose the true cost of American protectionism.
President Trump has reportedly approved Nvidia H200 sales to China in exchange for a 25% revenue kickback to the US. We analyze the technical specs of the H200, the economics of this 'pay-to-play' model, and what it means for the global AI arms race.
China is reportedly advising local companies to stop purchasing Nvidia's H20 chips, favoring domestic alternatives like Huawei and Moore Threads. Is this the end of Nvidia in China?