📑 Research Notes for 2022-04-18
This week, we look at the impending Russian default, Blackrock’s move into digital assets, the weaponization of the U.S. dollar, and interest in Japanese equities.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Russia's Debt Default Will Be One of the Hardest in History to Resolve.
(Insider)
The impending Russian debt default is likely to be one of the most difficult in history to resolve, and could even lead the US to permanently seize assets from the country's central bank, according to a report from the consultancy Oxford Economics.
🔗 Source
BlackRock’s Newest Investment Paves The Way For Digital Assets On Wall Street.
(Forbes)
Blackrock now manages the primary cash reserves of USD Coin (USDC), a $50 billion digital asset available on blockchains including Ethereum, Solana, Algorand, Stellar, Avalanche and Flow, and pegged to the value of the U.S. dollar. BlackRock has also entered into a broader strategic partnership with Boston-based Circle, one of the primary issuers of USDC.
🔗 Source
The Weaponization of Finance: How the West Unleashed ‘Shock and Awe’ on Russia.
(Financial Times)
This is a very new kind of war — The sanctions on Russia’s central bank use the omnipresence of the US dollar to weaponize it to punish their adversaries.
🔗 Source
Nomura Sees a Lot of International Interest in Japanese Equities
(Bloomberg)
Jim McCafferty, joint-head of Asia Pacific equity research at Nomura, looks at how the Covid-19 pandemic is affecting China's economy. He also discusses the outlook for the region's stock markets and the opportunities he sees.
🔗 Source
Last Week’s Market Performance Heatmap
(FinViz)
🔗 Source
Curated by Joseph Lu, CFA®
Joseph is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder.
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