Friday, October 27, 2017

China: Can Xi avoid Tacitus' trap?

So what is "Xi Jinping Thought"  about? How does it differ from "Deng Xiaoping Thought?" 1.     “America First&... Read More >>

Tuesday, October 17, 2017

China's 19th Party Congress: the key question

If you are unaware of the momentous events about to occur in Beijing 18th - 19th October, please don't waste your time now... The key question... Read More >>

Saturday, August 19, 2017

China's Stocks: A Primer

Ever got confused by China's alphabet soup when it comes to As, Hs, Ps,  and Red Chips? Let's clear the fog! Source. The following commen... Read More >>

Thursday, August 03, 2017

RTHK Show Notes: soggy dollar repeating history

Despite America's  Treasuries yielding more than the Europeans' or Japanese', the dollar remains soggy.   But it has been since kickoff i... Read More >>

Thursday, July 13, 2017

Radio Show Notes: Repairing a Tesla with a horse-buggy manual

Central bankers are fighting yesteryears' wars: inflation bouts.  They run the risk of making severe policy mistakes which could trigger a mar... Read More >>

Sunday, June 18, 2017

USA & China: Mini Super-Tuesday

This Tuesday will reveal whether Georgia will elect a Democrat congresswoman AND whether the MSCI will embrace  China’s A shares.  ... Read More >>

Wednesday, January 04, 2017

Greater China: Rising tensions

It is pointless wasting your time on the Greater China markets: their Economic Time® is bad, and geopolitical tensions are rising R... Read More >>

Friday, December 16, 2016

USA & China: Risks of a change in Economic Time

America's Economic Time® keeps improving; China's keeps worsening. America's Economic Time®.  For the past year, America's Econom... Read More >>

Thursday, October 20, 2016

China: Good GDP and CPI Data

GDP and inflation are encouraging for those wanting to buy the market. THIRD QUARTER GDP ~Economic Time®: Excess supply of money &... Read More >>

Monday, October 10, 2016

China: Weaker RMB and Disparate Fiscal Policy

In the nearer term, China's monetary policy bodes well for markets. In the longer term, her fiscal policy does not.  Softer  ... Read More >>

Wednesday, September 28, 2016

China's Sixth Plenum: Solidifying Xi's Legacy

Sixth Plenum On Tuesday, 27th September, the Party announced that the sixth Plenum will be held from 24th-26th October, i.e. in just under a mon... Read More >>

Tuesday, September 20, 2016

Finance: What to be scared of

Don't worry about China's banks; do worry about America's student and car loans! China's banks According to the Bank for Internatio... Read More >>

Thursday, September 01, 2016

Radio Show: The RMB and the Hang Seng Index

  A rising Fed Funds rate will depress the RMB, further propelling our Hong Kong stock market. HONG KONG STOCKS Hong Kong has ended the m... Read More >>

Thursday, August 25, 2016

Markets: keep buying China and America

Keep buying China/Hong Kong  and America/the dollar; history stopped being a guide  as of 2010.  1.  Why the Chinese  fis... Read More >>

Friday, August 05, 2016

Defence: the start of the East Asian arms race

At a press conference on 4th August, the East Asian arms race was heralded.  The investment implication is obvious. THAAD In e... Read More >>

Thursday, August 04, 2016

Market Outlook: August - December 2016

Global Economic Time is stabilizing: buy the G3 plus Greater China What are your top 3 investment ideas?  -     &... 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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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 >>

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