Un-originally, we have forecast a market crash between 4Q17 and 2H18. Iconoclastically, however, we don't think that the usual causes are rel... Read More >>
The press is agonising about this. We question why.
Bubble trouble. For some months we have voiced concerns about a stock market... Read More >>
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 >>
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 >>
Buy in to the China markets over the next six working days, i.e. until 10th July. This burst bubble ,too, shall pass and you may miss the boa... Read More >>
Everyone knows that the Chinese markets took an 8% pummeling last week, especially on Friday. Why we think that this represents a buyi... Read More >>
Why the inclusion of China's A-shares in the MSCI is in limbo - and what to do about it.
Current state. Already, China accounts for 25.3... Read More >>
The Mutual Recognition Scheme , coupled with the Shenzhen-Hong Kong Stock Connect Scheme , will earn you lots of mo... Read More >>
This June, both the MSCI and probably the IMF will announce inclusion of China in their respective baskets. Keep buying.
Promising signs... Read More >>
Four imminent policy changes will proper China's markets even higher: rate and reserve cuts & two quota increases
Economic Time® the t... Read More >>
Why we remain optimistic on China's markets: improving Economic Time® and RMB set to join the SDR
No telling the time by looking at ... Read More >>
Just go with the flow and buy these two markets: liquidity-driven upside whilst politicians kick the empty & noisy can of reforms down the road... Read More >>
Previous 1 Next
Complete the form below to receive a fortnightly email with links to the last 3 articles.
THIS BLOG DOES NOT PROVIDE INVESTMENT ADVICE
The information, including but not limited to, text, graphics, images and other material contained on this blog are for informational purposes only... Read More
With more than 30 years' experience in global i... Read More >>