Over the past several days, optimism over a U.S. – China trade agreement helped push commodities up into new trading ranges and funds are trying to shed their short positions. As happens, now the skepticism settles in due to a lack of concrete signed documents. However, China’s officials are still speaking positively about the deal, they are lowering tariffs, and they are active purchasers of American commodities. Collectively, this is keeping doubters on the defensive. One China-based analyst says that President Xi Jinping does not want relations with the U.S. to slide worse than they have already. Overall, the market is trending higher as fall backs are shallow. The funds don’t want to get trapped against the trend. But,...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.