Bokeh Capital Partners Founder on Markets, Strategy

What is the expected trend for interest rates in 2023 according to the first section?

• Stability in interest rates

• Increase in interest rates

• Fluctuation without a clear trend

• Decrease in interest rates

Why are semiconductors considered a geopolitical play?

• They are only used in consumer electronics.

• They are not affected by geopolitical tensions.

• They are primarily produced in a region near China.

• They are produced in multiple regions worldwide.

How might businesses respond to labor shortages according to the second section?

• By reducing production

• By increasing wages

• By investing in semiconductors

• By hiring more employees

What potential risk is highlighted in the third section regarding global finance?

• The rise of cryptocurrency

• The FX swap markets as a blind spot

• The instability of stock markets

• The decline of the US dollar

What is the current trend of the US dollar as discussed in the third section?

• It is highly volatile.

• It is stable.

• It is declining in value.

• It is increasing in value.