Given the economic problems in the 2 other big economies (USA & EU)
China is looking good or at least better than the other 2.
Europe is now inder the pump faced by recession & the rapid accumulation of debt
due to this Ukrainian war.
And of course the US is super laden with debt and , more likely than not, the current
Trumpanomics will accelerate that....at least in the shorter term:
US Interest on debt annually is more than its Military Budget
and that is saying something!
IMO the US has a structural problem economically because
over 70% of its GDP is domestic consumption and DOGE
is cutting back on that with the hope that manufacturing
will compensate later. So over the next 4 years expect
the debt to grow at over $2 Trillion annually whild the GDP
will likely shrink .
China has recently sold a ship full of US Treasuries & USDs
and put the lollies into its O/S BRI. I guess we'll have to wait/see
if that will ay a better dividend. The net effect will likely weaken the USD and make
future Treasuries more expensive for the USA due to China exiting the market
