Thursday, September 07, 2017

Radio Show Notes: Fischer, ECB, dollar, gold & Chinese markets

A random walk. We are very worried about Prof. Fischer resigning. Expect more ECB garble. The dollar remains soft whilst Euro-yields rise. Gold ris... 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 07, 2016

Where markets are headed

 Rate rises in America won't influence Hong Kong, whose Economic Time is miserable.   1.  is a weaker jobs report a green light for... Read More >>

Thursday, March 27, 2014

Worsening Economic Time

1. Recently we pontificated about China's state-owned banks, arguing that once  they do get exposed to the cutting winds of competition, ... 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 >>