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Geopolitical Video: BRICS overtake rich G7 nations, take on the USD & risk bursting our bubbles

A geopolitical Video by Economist Christian Takushi on Sat 28 April 2023 – Switzerland

Dear newsletter reader

Macro Economist & Geopolitical Strategist Takushi tries to add value by focusing on those issues that our consensus may be overlooking, but that are relevant for our economic interests and markets.

1) BRICS have overtaken the G7 in their share of the World Economy

2) 62% of the World population wants to diversify away from the USD

3) Emerging Markets could trigger collapse of stock and housing bubbles in Europe and North America

Currently Christian wants to bring to you the perspective of the non-Western world. He says understanding what their rationale is, is important for our decision making. Their view matters, because the BRICS have now more economic weight than the G7 .. and the rest of the world has a bigger economy than the West. The West needs to be wise and rethink its approach of relying heavily on threats. With our declining economic weight other more collaborative approaches could be more successful. Some of our actions might be popular, but also counter-productive and self-damaging. On this path, Europe could be the biggest loser of this decade.

Our lack of understanding of the Emerging Markets led to the partial failure of our sanctions and to the accelerated shift away from the USD by the rest of he world. They are rising and the West needs to do a better job at understanding its new competitors. Most of those nations defying the West, don’t want a uni-polar world led by China. They want to be multi-aligned and therefore desire the open competition between the USA, Europe, Russia, China and India.

A Geopolitical Video

Geopolitical roundup – World events explained in less than 40 minutes

https://youtu.be/VQDP6qUbPZk

The video builds on Christian’s recent newsletters and you may find it helpful.

Christian brings to you the perspective of the non-Western world. He says their view matters, because the BRICS have now more economic weight than the G7 and the rest of the world has a bigger economy than the West.

 

Disclaimer: No part of this opinion should be construed as investment advice. This opinion is based on the current state of our analysis, which builds on several working hypotheses. As more data is available our working hypotheses are continually re-tested and if necessary we will adjust our analysis. We do not work with conspiracy theories. Independent Balanced

Global Geopolitical Macroeconomic Research by Macro Economist Christian Takushi – 28 April 2023 –

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