What Is China Hiding? / Nikolay Vavilov on the Taiwan Conflict, Friendship with Russia and a BRICS Single Currency

The Trust holds gold bars and from time to time issues Baskets in exchange for deposits of gold and distributes gold in connection with redemptions of Baskets.

Liquid instrument to express a risk-off/geopolitical hedge; the thesis does not require precise event timing.

An index designed to measure the performance of the largest companies in the Chinese equity market that trade on the Hong Kong Stock Exchange and are available to international investors (FXI).

Large Chinese companies / ADR equivalents are more sensitive to secondary sanctions and to a deterioration in the external environment.

Broad China ETF providing exposure to Chinese equities available to international investors (MCHI).

Broad China ETF: vulnerable to a sanctions/geopolitical discount in the absence of a clear positive catalyst.

Intro segment to a Money Doesn't Sleep episode with Vasily Oleynik covering macro forecasts for 2024: expectations for Russia’s economy, the ruble and the Russian equity market, plus general reflections on the financial system and where to store value. The provided text contains no specific asset-level forecasts or ticker mentions.

Announcement/description of an interview discussing geopolitics: possible escalation around Taiwan and implications for the global economy, China–Russia dependence, Russia’s role in the US–China–Russia triangle, secondary sanctions, and discussion of a potential unified BRICS currency. No government decisions, dates or hard numeric triggers are present; this serves as background for estimating a geopolitical premium in risky assets.

Intro excerpt to a Money Doesn't Sleep episode with economist Alexander Kubyshkin. Topics: US economy resilience, rising US government debt and the US market’s potential; possible strains in the eurozone; sanctions; and the headline thesis that a weaker dollar could be beneficial broadly. The text lacks concrete Fed/ECB decisions, dates or ticker mentions, limiting direct trading applicability.

Russian-language announcement/description of an interview with economist Alexander Auzan on Russia’s future and broad ‘investments’ (education, human capital, attitude to mistakes and the future). The content is worldview/macro-discussion rather than specific company, sector triggers or regulatory actions, so it does not directly translate into stock-level trading signals.

Headline and excerpt indicate a discussion of a ‘Trump 2.0’ scenario: which sectors/assets might gain from his victory and links to Bitcoin. The body was not provided, so conclusions are based on typical market expectations around a ‘Trump trade’ and the BTC mention, without specific speaker theses or numbers.

Announcement of an interview about the Russian housing market: timing of possible price declines, mortgage crisis risks and potential developer bankruptcies. No concrete facts, figures or regulatory decisions were provided, making this a thematic media signal about sector risk rather than a news trigger.

Intro to a Money Doesn't Sleep episode with Dmitry Cheremushkin discussing what investors should prepare for in 2025 after a difficult 2024, recommended bets and ‘3 strategies for 2025’, plus ‘secrets of the optimist’s portfolio’. No concrete asset- or sector-level theses were presented.

Announcement of a Money Doesn't Sleep episode with Evgeny Kogan on how geopolitics can deliver sudden shocks to markets and ways to protect capital. The text contains general macro theses on tail-risk growth and the need for hedges/diversification, without company-level or deal-specific details.