>> the only right strategy is what China have been doing - they have been selling US treasuries and buying real assets left and right across Asia and Africa - s

>> the only right strategy is what China have been doing - they have been selling US treasuries and buying real assets left and right across Asia and Africa - securing their grip on rare earth minerals, gold/silver, commodities, emerging markets, infrastructure projects and land. I'd agree with this but selling US Treasuries is more of an economic weapon rather than an investment strategy on their part, IMO. They do need to raise cash to do the other stuff so it has to come from somewhere, but they aren't dumping them on the market, either; they want stable-type assets around and 30-year US Treasuries are tough to beat. Their Belt and Road Initiative is the right strategy. Politically difficult to explain since it's basically imperialism / mercantilism under a different banner, but when you don't answer to your voters and have central control of the economy and media, who cares?