Thursday, July 07, 2016

Radio Show. Brussels fudge: an Italian tax payer bailout

Godiva is launching a new product:" Brussels Fudge". Watch tax payers bail out Italian banks - totally contrary to the new banking directive of ea... Read More >>

Sunday, March 16, 2014

Chinese banks: releasing your house cat in to the jungle

 Alarms.  Not so long ago, we witnessed a double-header of "firsts" in China: a) a bond issued by Chaori Solar Energy Science & ... Read More >>

Saturday, January 25, 2014

Trash Crash IV: China's bank earthquake this Friday, 31st January

Today's newspaper are splattered with  panic regarding the currencies of  emerging markets, and disquiet because of the sh... Read More >>

Sunday, January 19, 2014

Trash Crash (III): Is there really "shadow banking" as opposed to "regulated" banking?

Readers know that many are worried about a "trash crash" which could have one of a variety of triggers. But just which trip wire in the murky world... Read More >>

Monday, January 13, 2014

Trash Crash II: Those marvellous men in their flying machines

Just last week we warned of a "trash crash" - a lightning bolt out of the blue, one that demolishes the markets febrile, yet complacent market opti... Read More >>

Friday, December 14, 2012

Central Banks - or Politicians' Piggy Banks?

Readers know of my jaundiced view of politicians.  Yes, their job is to juggle vested interests - but whether it is the East's "honest" (aka b... Read More >>

Tuesday, November 13, 2012

Irresponsible politicians: Investment Implications

Something has dawned on us: there is a pervasive :dis-connect: between consitutents (i.e. the population at large) and their politicians - whether ... Read More >>

Friday, October 05, 2012

European banks: putting them into perspective

Having just returned from holidays in bubbling London and vibrant Berlin, we return to Hong Kong in a glum mood about the Euro.Particularly German ... Read More >>