27/04/2025
Urgent -breaking analysis
The Kashmir massacre!
Do not believe anything 100 percent in the news,media on both sides have become propaganda machines.
Even your beloved English, Chinese and Indian or Pakistani channels have in times like this become propaganda.
At Tommy financial we do not delve into Geo-politics.
We are focused on what's the next next move in markets effected by geo-politics
And here goes out analysis.
Liberation day trade war.
US will feel goods off the shelf in 2 weeks.
Will take another 2 months to have riot on the streets.
China is not negotiating.
China is thinking they can sell towards INDIA and other global south.
Then comes this Kashmir massacre resulting in a quick INDIAN semi-declaration of war.
This will put the Chinese on the hard spot between selling to 1.5 billion INDIANs or rescue their partner Pakistan.
Ps. Vance just met INDIA prime minister Modi.
And then the Kashmir killings happened followed by a cascade of hardline action by India.
We are not suggesting that it has anything to do with Vance, it could be anything.
Chinese are supporting their stock market hoping to power an internal economic recovery and claim victory over Trump.
They could divert exports to the global south.
But now INDIA is close to becoming a enemy by default of China's all weather partner of Pakistan.
The plan of selling America bound TVs and Fridges to INDIA's 1.5 billion people is shut down in a blink of a gunshot.
Our previous post did advice our readers to short the HK market and also the Dow if the Dow climbs further.
It is now more urgent.
If the Chinese support the markets of Monday then it could be at a better price.
Be nimble and make your own deduction as we do not underestimate the abilities of government to support the markets and perform miracles.
Oil is depressed but we will wait and see before advising to go in.
Disclaimer: I could be wrong please do your own research
