If Secretary of Defense Mattis and the hawks in the President’s Cabinet get their war over the South China Sea incursions, that will not be good for NZX, A2M/ ATM or any other NZX stock.
NZ does not even have a nuclear deterrent or any banks and so the dove is for the slaughter, no amount of rugby wins can get them out of it.
A2M will not benefit from the President creating more than a trade war such as military action with Beijing over the South China Sea and Spratley Island incursions.
Saudi Arabia is not the global bourse participant concern at the moment. Asia’s instability is the issue IMHO.
Unfortunately by distributing to Asia, A2M is being seen as heavily exposed to the drama of the geopolitical crisis in Asia.
All these autocracies might get opened up.
Hope Jayne’s company is not one of them? Hope Jayne is on the right side for all our sakes. GLTAH.
Ann: Becoming a substantial holder, page-36
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