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 >>

Monday, February 01, 2016

Radio Interview: Flawed Japanese monetary policy

The Bank of Japan (BoJ) is doing more of the same - yet hoping for a different result? Is this crazy or just plain sick?  Crazy investment im... Read More >>

Thursday, January 28, 2016

Radio notes: of turnover addiction; circuit breakers and normal market turbulence

Market turbulence is goaded by profit-driven banks; Ominously, Hong Kong wants to introduce market circuit breakers this June... MARKETS DRIVEN B... Read More >>

Wednesday, January 27, 2016

RMB and HK$: The Muddle East

Both governments can thank only themselves for speculative attacks. Investment implication. Muddle East So much for the much-touted ... Read More >>

Friday, January 22, 2016

Bloomberg Show: Investment Strategies

How not to/ to invest your money: losers and winners on a national and sectoral level. Market Outlook  is the market rout over? Have we seen ... Read More >>

Thursday, January 21, 2016

Radio interview: Market Crash/ Fed/Oil

There is more to the market crash than China's slowdown.  Investment implications. Market crash: is it the slowdown in China or is that just... Read More >>

Friday, January 15, 2016

Hong Kong/China: a political "sell"

Received wisdom is that Pres. Xi Jinping is a hard liner.  What his centralisation means for market regulation and Hong Kong.  ... Read More >>

Tuesday, January 12, 2016

Hong Kong: Circuit breakers in June

We all know what havoc China's recent circuit breakers wreaked.  Expect the same for  Hong Kong this June. Investment implication. ... Read More >>

Tuesday, January 12, 2016

China: Why the RMB must fall by at least 10%

The Central Bank is caught in a policy dilemma. It will opt for growth, hence a mushier RMB.   Worse Economic Time® In our ... Read More >>

Saturday, January 09, 2016

China: Worse Economic Time

Currency support worsens China's Economic Time®. Avoid this market for a year.   Monetary economy  convulsions Accordi... Read More >>

Thursday, January 07, 2016

RTHK: China & America markets

Chinese and American economic data are tenuous. Investment implications.  CHINA PMI New economic data shows that the services sector in C... Read More >>

Monday, January 04, 2016

USA/Global: why rising rates smell

There are four identifiable risks to rising US rates - but not necessarily the ones that you probably are thinking of. How to make money off these... Read More >>

Wednesday, December 30, 2015

RMB: why a basket case?

On 11th December, Beijing decided to run the RMB against a basket of currencies. Backgrounder and investment implication. Reminders ... Read More >>

Wednesday, December 23, 2015

RTHK Radio: Europe and seven investment themes

Why you should short the Euro. Seven investment themes, some odd ones, for 2016. 1. The Euro and the European Union For the EU headline the Finla... Read More >>

Saturday, December 19, 2015

Military: tensions in the China Sea

Sabre-rattling out here is getting noisier. What to do about it. Chinese war games This week, China's military conducted war games ... Read More >>

Tuesday, December 15, 2015

China flirts with the supply side

Next to its Keynesian policies to create demand, Beijing wants to create a business-friendlier supply-side environment. Investment implications. &... Read More >>

Thursday, December 10, 2015

The RMB and the Fed

The RMB is an insignificant currency on the world stage.  The Fed has been tightening for some time already. Investment implications.   T... Read More >>

Thursday, December 10, 2015

Market strategies for 2015 and 2016

1. Market outlook for rest of the year; expectations for 2016; what were the main surprises in 2015? Expect a dive on 16th Dec when the Fed a... Read More >>

Wednesday, December 09, 2015

RMB: Why it won't "internationalise"

Much has been made of the "internationalisation" of the RMB. now that it is part of the SDR basket. We think that tighter controls are looming. ... Read More >>

Thursday, December 03, 2015

China & HK residential property

My notes for a RTHK radio show today. Deflation in Europe; property issues in China and Hong Kong; the RMB as part of the SDR.  Investment im... Read More >>

Wednesday, November 25, 2015

2016: why we are optimistic

The Economic Time is good for stock markets next year, counter-intuitive as this seems... Here are my sketches for a forthcoming Bloomberg radio ... Read More >>

Thursday, November 19, 2015

FOMC & Chinese Housing Data: Radio interview

The FOMC is a camel designed by committee, and China's housing starts suggest a delicate improvement in the nation's Economic Time. investment imp... Read More >>

Saturday, November 14, 2015

RMB: a secondary SDR member by 30/11/15

What happens if the RMB is included in the SDR basket by the end of November? Investment implications? We all know that the IMF 's main  boar... Read More >>

Thursday, November 12, 2015

China & the EU: RTHK Radio Show Notes

Here are my speaker's notes for this morning's radio show SINGLES DAY Mainland China’s Singles Day, the world’s biggest shoppi... Read More >>


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