Xi Returns to India: BRICS Summit Sets Stage for First Xi–Modi Face-to-Face Since 2019

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‼️ 🇨🇳 🇮🇳 Chinese President Xi Jinping will visit India on September 12–13 to attend the BRICS summit and is expected to hold sideline talks with Prime Minister Narendra Modi, marking his first trip to India since 2019. The visit comes after years of strained relations following deadly border clashes in 2020 and signals Beijing’s prioritization of both the BRICS platform and stable ties with the world’s most populous country, even as China increasingly prefers to host foreign leaders domestically.

Hot PPI, Timely Shorts: Our Long/Short Strategy Captures the Inflation Trade

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📌 Update: We shorted the market last night as wholesale inflation re-accelerated. The move was well-timed: August U.S. PPI rose 0.4% m/m and 5.4% y/y, up from 4.7–4.8% in July and slightly above consensus, driven by a 4.2% jump in energy prices and a 24.1% surge in diesel amid ongoing geopolitical supply shocks. Our new long/short strategy is now generating profits for the fund. We will watch for shifts in the Fed’s dot-plot and guidance at the Sept 16 meeting; a more hawkish stance would further favor our short book.

📌 For high‑net‑worth capital, we prioritize engineered performance over marketing:

🔴 $250K+ | 5 years – Targeted: 0.5% monthly income plus 15% annually.

🟡 $100K+ | 2 years – Targeted: 0.5% monthly income plus 11% annually.

🟠 Below $100K | 4 years – Fixed 9% annual return, designed to outperform typical market benchmarks

🟣 $1M+ | 2 yrs → 0.5% monthly + 21% annual

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