Thursday, October 27, 2016

G-3 Radio Show: Interest rates and earnings

Fed funds will rise 13th-14 December. Why to buy bonds on price weakness. US corporate earnings set to improve. 1.  G-3 INTEREST RATES... Read More >>

Wednesday, August 17, 2016

Disfigured valuations: you may as well keep buying high yield bonds

  G3 Central Banks have disfigured the market's pricing mechanism to such a degree that talk of "overvaluation" is misplaced: "overvalued" rel... 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 >>

Wednesday, February 17, 2016

Negative rates: why they cannot depress currencies

How come negative interest rates have stopped depressing  their respective currencies? Investment implications. Backgrounder T... Read More >>

Thursday, January 07, 2016

RTHK: China & America markets

Chinese and American economic data are tenuous. Investment implications.  CHINA PMI New economic data shows that the services sector in C... Read More >>

Wednesday, December 30, 2015

RMB: why a basket case?

On 11th December, Beijing decided to run the RMB against a basket of currencies. Backgrounder and investment implication. Reminders ... 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 >>

Monday, May 05, 2014

Why China must ease soon: shadow loans eclipsed by dark pools

Slowdown fomenting unrest.  Just last week we posted a blog(see item 2, "China slowdown, credit risks" on how China's economic slowd... Read More >>

Monday, January 27, 2014

Trash Crash: yes. Chinese banking earthquake: no!

I need not tell you what is happening in the markets. My guess is that just about any news is bad news, except for that ICBC morning ray of light. ... Read More >>