“It is an amusing irony,” Matthew Sigel Portfolio Strategist at CLSA begins in his 18 September Hello Investors research note ” that Steve Bannon’s first ever Hillary Clinton-like speech to investors was an emphatic defense of trade tariffs and economic nationalism , at a conference sponsored by a global stockbroker owned by a Chinese SOE, at a luxury hotel in free-trading Hong Kong.”
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Sigel is referring to Bannon’s public speaking engagement at a conference hosted by CLSA, a unit of Citic Securities, China’s largest state-owned brokerage. The focus of the speech was “American economic nationalism and the populist revolt and Asia,” a strange topic considering the environment and audience.

