Sunday, September 03, 2017

Global: What will cause the crash?

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 >>

Monday, August 14, 2017

No ETF bubble

The press is agonising about this.  We question why. Bubble trouble. For some months we have voiced concerns about a  stock market... 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 >>

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, July 02, 2015

China: Buying opportunity within 6 days

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 >>

Sunday, June 28, 2015

China: Why buy into market weakness?

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 >>

Friday, June 12, 2015

China: A-share limbo

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 >>

Saturday, May 23, 2015

Hong Kong/China: two lucrative Schemes

The Mutual Recognition Scheme , coupled with the  Shenzhen-Hong Kong Stock Connect Scheme , will  earn you lots of mo... Read More >>

Tuesday, May 19, 2015

China: a profitable June looms

This June, both the MSCI and probably the IMF will announce inclusion of China in their respective  baskets. Keep buying. Promising signs... Read More >>

Saturday, April 11, 2015

China's Markets: Four-barrelled good news

Four imminent policy changes will proper China's markets even higher: rate and reserve cuts & two quota increases Economic Time® the t... Read More >>

Friday, April 10, 2015

China's Markets: Economic Time set to improve

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 >>

Tuesday, March 31, 2015

Europe & Japan: Overweight

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 >>