In This Week’s Issue…

by Alexander Kalis | Managing Partner & Head of Investments at Milltrust International

President Xi Jinping’s power grab, China’s soft landing, Environmental investments in China, Indian tiger makes a comeback, and Russia upgrades from junk. 

Xi Almighty

In his first five years, President Xi Jinping has seized control of economic policy, reasserted the Communist Party’s authority and sidelined potential rivals in an unprecedented anti-corruption campaign. Now, he’s set to make the Xi era permanent. Here are 7 things you need to know about lifting term limits for Xi Jinping.

Mission Accomplished

China’s economy accounted for 15 percent of the world’s economy in 2017 (expanding by three percentage points compared with five years ago) showing that the world’s second largest economy has landed softly while continuously optimizing its structure. The rising contribution of the tertiary industry and other improvements such as a reduction of nearly 13 million poverty-stricken people from the rural areas are concrete examples of China’s structural optimization.

No-Brainer

Investor who made 450% on one bet says the next is ‘No Brainer’: Environmental stocks offer the greatest potential for returns — specifically those that process the China’s dirty water.

India’s Comeback

Growth in India accelerated in the quarter ended December to 7.2%, faster than China’s growth over the same period, and a big jump from the 6.5% India recorded the previous quarter. The latest GDP numbers point to a clear strengthening of India’s recovery from a sharp slump in the first half of 2017, when growth fell from 7% to a three-year low of 5.7% after two disruptive policy changes by Prime Minister Narendra Modi.

Russian Upgrade

Russia won its first upgrade from S&P Global Ratings since 2006, a milestone decision that returns the world’s biggest energy exporter to investment grade after three years at junk.

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