Interview by Binci Heeb – The Broker – Switzerland, 14 Nov 2024
Dear reader
This interview published in the Swiss financial press complements our recent newsletters.
Mr. Takushi was interviewed by journalist Binci Heeb, who was also present at the CFA Society Seminar prior to the US elections. They discussed the the impact on Europe and Switzerland in particular.
With courtesy of The Broker / Mrs Binci Heeb
Interview: What are the implications of Donald Trump’s landslide victory for Europa & Switzerland?
https://www.thebroker.ch/what-are-the-implications-of-trumps-victory-ch/
Reaktion by Mr. Takushi to the interview
It was one of the most demanding interviews I have given recently. Anything but superficial! Binci Heeb’s questions took us on a journey around the world.
We discussed the impact on Europe from a global perspective and different angles.
Foresight:
a) Rather than adjusting course in self interest a defiant Europe is heading for tougher times. Having bound itself to a disarmed overregulated EU, the Swiss Financial Industry is losing clients to America and other safe havens. Is it enough to be the best in a sinking boat?
b) Following Trump’s policies since 2015 we expect immediate peace with limited justice. Trump’s foreign policy advisers like Marco Rubio see little room for justice now. But they hope that trade will bring prosperity and a more just peace down the road. Our newsletter subscribers may remember our research about a West-East Belt Road via Hungary-Romania-Ukraine from 2018.
Personal remarks:
Research driven by analysis. We try to keep our personal views out of it.
Contingency Plans:
Smart investors have shifted part of their assets to geopolitical safe nations in the Southern hemisphere that are not highly indebted and respect private property. Building a second base for your business or family requires good preparation and it can take up to three years time. No single location is risk-free, so a wise combination of locations is the best way forward for the next 5-10 years. For many persons and firms based in the USA and Europe the combination of Switzerland-Uruguay is effective. But for some people Mauritius or Singapore is the better fit. The most complementary combination of Safe Havens is currently Gstaad (CH) and Punta del Este (UY). But there are other combinations – it depends on one’s needs.
Kind regards
Geopolitical Research Team
( to request a subscription to our newsletter you can write to info@geopoliticalresearch.com )
Disclaimer: No information or comment should be construed as investment advice.
Research made in Switzerland
Geopolitical and economic conditions need close monitoring, because they can change suddenly.
No part of this analysis should be taken or construed as an investment recommendation.
info@geopoliticalresearch.com