In the nearer term, China's monetary policy bodes well for markets. In the longer term, her fiscal policy does not.
Softer ... Read More >>
The Fed is working with an anachronistic model. Keep buying China and America.
For those (younger) market observers shocked... Read More >>
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 >>
Keep buying China/Hong Kong and America/the dollar; history stopped being a guide as of 2010.
1. Why the Chinese fis... Read More >>
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 >>
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 >>
In his keynote speech yesterday at the Belt and Road Summit, National People’s Congress chairman Zhang Dejiang identified ... Read More >>
What are the five key issues demanding discussion at the National People's Congress?
Change in leadership style
The South China Mor... Read More >>
Received wisdom is that Pres. Xi Jinping is a hard liner. What his centralisation means for market regulation and Hong Kong.
... Read More >>
We all know what havoc China's recent circuit breakers wreaked. Expect the same for Hong Kong this June. Investment implication.
... Read More >>
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 >>
Currency support worsens China's Economic Time®. Avoid this market for a year.
Monetary economy convulsions
Accordi... Read More >>
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 >>
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With more than 30 years' experience in global i... Read More >>