Thursday, July 14, 2016

Radio Show: Why you must avoid financial stocks

Plenty of Brussels Fudge being made in the company of Merkel and Renzi. Don't "eat" (aka buy) their story: there IS a financial crisis in Europe! ... Read More >>

Tuesday, July 12, 2016

South China Sea: Investment implication

Today we will see how China reacts to an international ruling. Investment implications. The following text cum map  was copied from today/s E... Read More >>

Thursday, July 07, 2016

Radio Show. Brussels fudge: an Italian tax payer bailout

Godiva is launching a new product:" Brussels Fudge". Watch tax payers bail out Italian banks - totally contrary to the new banking directive of ea... Read More >>

Monday, July 04, 2016

Asset Allocation: Brussels fudge and Hong Kong's stale noodles

 Why you should underweight Europe and Hong Kong. 1.  Dominoes falling in Europe - where else might follow? Political as well as r... Read More >>

Friday, July 01, 2016

BREXIT: anything really changed?

BREXIT is a traders' paradise, nothing more. Investment implications. Here are my talking points for a Bloomberg HK TV show of 1st July 2016, 11:... Read More >>

Thursday, June 30, 2016

BREXIT Radio Interview: Investment Implications

How will BREXIT drive markets in the third quarter? Any good investment ideas? 1.  What will drive the markets in the third quarter? Turmoil... Read More >>

Thursday, June 23, 2016

BREXIT: investment implications & podcast

Talked to death already, we offer a couple of investment implications. Shouldn't the "BR" stand for Brussels? My position For w... Read More >>

Wednesday, June 15, 2016

How artificially low interest rates distort growth

  Central Bank buying of bonds artificially depresses their yields. Bad for investors relying on market signals!  Low rates hin... Read More >>

Tuesday, June 14, 2016

China: why A-shares will get included in the MSCI

We'll join the herd and predict unoriginally that China's A-Share index directly will be included in the MSCI Emerging Markets Index (MSCI EMI). T... Read More >>

Tuesday, June 07, 2016

Where markets are headed

 Rate rises in America won't influence Hong Kong, whose Economic Time is miserable.   1.  is a weaker jobs report a green light for... Read More >>

Saturday, June 04, 2016

Is the Fed Funds hike akin to Japan's VAT increase?

Is the much-traded-about Fed Funds hike akin to the much-traded-about Japanese VAT increase?  Why markets are so peripatetic. Investment imp... Read More >>

Friday, June 03, 2016

China: Changed risk parameters

Contrary to Deng Xiaoping, Pres.  Xi Jinping is putting foreign policy and politics ahead of economics. Investment implications.  ... Read More >>

Thursday, June 02, 2016

US, China, Japan & Viet Nam

Buy America and Viet Nam; sell China, Hong Kong and Japan  US ECONOMIC DATA US manufacturing has expanded for the third consecutive month... Read More >>

Wednesday, June 01, 2016

RMB: Why it must fall further

A weaker RMB is part of China's newer policy. Don't load up.  Financial Times (FT) The front page of today's FT was festooned ... Read More >>

Thursday, May 26, 2016

Currencies, the US stock market, & Greece

A rising US stock market will keep propelling the dollar; the opposite holds true for the RMB. US DOLLAR The surging US dollar is having ripples ... Read More >>

Thursday, May 19, 2016

Zhang Dejiang in HK; Fed thinking

ZHANG DEJIANG In his keynote speech yesterday at the Belt and Road Summit, National People’s Congress chairman Zhang Dejiang identified ... Read More >>

Wednesday, May 18, 2016

How low interest rates STYMIE growth

Low rates kill growth from a consumption as well as an investment angle. Conventional wisdom Textbooks tell us that low interest rat... Read More >>

Thursday, May 12, 2016

Why Keynes works in China and why HK's market keeps going to pot

RTHK Radio show notes on why Keynes works in China and why HK's market keeps going to pot. China infrastructure spending China's M... Read More >>

Friday, May 06, 2016

2016-2035: U.S. real stock & bond returns

What will U.S. stocks and bonds return over the next 20 years?  Source Just this May, i.e. now , McKinsey and Company released ... Read More >>

Thursday, May 05, 2016

Gold: seven reasons to buy

Gold is always good to have as portfolio insurance, but why buy now? Seven reasons.  Irresponsible politicians &  central ... Read More >>

Thursday, April 28, 2016

Central Banks: policy contradictions

What both banks pretend to be targeting in terms of inflation is contradicted by their actions. Investment implications.  Inflation... Read More >>

Wednesday, April 27, 2016

Economic Clock: where are we in the cycle?

We reveal what our Economic Clock is telling us - and, thus, how to invest. The Economic Clock Readers know that we have been runnin... Read More >>

Friday, April 15, 2016

Defence: Djibouti's importance

China is going to post 10,000 soldiers there by the end of 2017. Investment implication. Geography About the size of Wales, Djibouti... Read More >>

Thursday, April 07, 2016

Radio Interview: Fed, China & Hong Kong

  The Floundering OMC; stabilising China and rotting Hong Kong  FED MINUTES The minutes of the US Federal Reserve Bank’s Marc... Read More >>

Tuesday, April 05, 2016

Bloomberg TV: Emerging markets; Fed; China; Japan

Buy Emerging Markets; the floundering Fed; China's policy dilemma  & why to buy Japan  Emerging markets Go overwe... Read More >>

Thursday, March 31, 2016

Radio Show on USA : the Floundering Open Market Committee

Dr Yellen keeps shifting the basis upon which to formulate interest rate policy.  Investment implication.  FOMC  Its ... Read More >>

Wednesday, March 23, 2016

Negative rates: why they are bad

Direct and indirect reasons why negative interest rates are insidious killers. Investment implications. Overall critique of creating an ... Read More >>

Thursday, March 17, 2016

Radio Show: the Floundering Open Market Committee

Given recent statements, the "F" in the FOMC deserves "Floundering".  "Paroles" in  China. Investment implications. Here is w... Read More >>

Wednesday, March 16, 2016

Europe: why monetary stimuli cannot work

The ECB is chasing elephants with a pop gun. Investment implication.   Missing the point On 10th March we suggested that chasin... Read More >>

Thursday, March 10, 2016

Global Radio Show: ECB, China and Economic Time

Radio interview : the folly of the ECB's policies; China growth and global markets. ECB  The ECB’s governing council is set to hold a m... Read More >>

Monday, March 07, 2016

USA: reinvention reflects profitable resilience

We all know about that February jobs report. What about its deeper meaning for investors? February data. Private-sector payrolls as well as wa... Read More >>

Monday, March 07, 2016

China: Potential policy blunders

Collateralized debt obligations and Keynesian fiscal expansion are dangerous and misguided. Investment implications. "The Big Short" ... Read More >>

Sunday, March 06, 2016

China: five key policy issues

What are the five key issues demanding discussion at the National People's Congress? Change in leadership style The South China Mor... Read More >>

Thursday, March 03, 2016

China, America: Radio interview

China's downgrade by Moody's. Trumponomics exacerbates China-US relations. Investment implications.  China's downgrade Ye... Read More >>

Monday, February 29, 2016

Random ideas: Trumponomics & market volatility

How Trumponomics as well as dwindling margins prod  market volatility. Trumponomics According to this week's Economist, p. 61, ... Read More >>

Sunday, February 28, 2016

Random Ideas: buy global defence and American transport shares

Two sectors deserving your investing  scrutiny. Defence Has it struck you that whilst global economic and thus earnings gr... Read More >>

Thursday, February 25, 2016

HK Budget: Radio Show

Yesterday we got our 9th, uninspiring budget from the Financial Secretary - who may wish to replace CY Leung? Investment implications. O... Read More >>

Thursday, February 18, 2016

Radio Show: FOMC's Shifting sands - continued

The Fed exacerbates market volatility by constantly shifting the goal posts. Investment implication. China Just a couple of days ... Read More >>

Wednesday, February 17, 2016

Negative rates: why they cannot depress currencies

How come negative interest rates have stopped depressing  their respective currencies? Investment implications. Backgrounder T... Read More >>

Thursday, February 11, 2016

America's Fed: shifting sands

On 10th February, Dr Yellen re-emphasized just how much she shifts the sand and thus prevaricates... China's centrality In her state... Read More >>

Thursday, February 11, 2016

Japan: how to profit from her broken Economic Clock

Japan's politicians and Bank of Japan (BoJ) have broken her Economic Clock®. Crazy investment implication. What a broken clock does ... Read More >>

Saturday, February 06, 2016

RMB & HKD: Chinese New Year attacks

This coming Monday - Wednesday, 8th -10th February, expect the RMB and HKD to be attacked. Chinese New Year Being a lunar festival, ... Read More >>

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