Thursday, January 19, 2017

Hong Kong's Policy Address

The Chief Executive's final policy address was conspicuous in what it omitted CE POLICY ADDRESS Hong Kong’s Chief Executive CY Leung ha... Read More >>

Sunday, January 08, 2017

China:Definitely a worse Economic Time

Get out and stay out of China and her satellite markets!  Wilting RMB Back on 20th December 2016 we advised that the evidence-b... Read More >>

Tuesday, December 13, 2016

China and Hong Kong: Why you should sell

 The global Economic Time® is worsening in China and Hong Kong: sell in December and go away. CHINA China is seeking a World Trade Orga... Read More >>

Thursday, December 08, 2016

Radio Show: Why you should look to sell China & Hong Kong

 Start planning to sell both markets: China's Economic Time® is worsening, as is Hong Kong's.   CHINA FX RESERVES China’s f... 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 >>

Tuesday, September 13, 2016

The Fed: Driving with a rear-view mirror

The Fed is working with an anachronistic model. Keep buying China and America. Deja vu For those (younger) market observers shocked... Read More >>

Friday, August 05, 2016

RTHK Radio Show: Asset Allocation

 Buy Hong Kong - but avoid our banks.  Buy India, but with a view to a quick, liquid exit.   Here are the notes made in preparation... Read More >>

Tuesday, June 14, 2016

China: why A-shares will get included in the MSCI

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 >>

Thursday, June 02, 2016

US, China, Japan & Viet Nam

Buy America and Viet Nam; sell China, Hong Kong and Japan  US ECONOMIC DATA US manufacturing has expanded for the third consecutive month... 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, 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 >>

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 >>

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 >>

Friday, May 29, 2015

China/Hong Kong: buying opportunity

Three reasons why yesterday's China/Hong Kong market cracks represent excellent buying opportunities. What happened.  According to today'... Read More >>