Thursday, October 12, 2017

Hong Kong:Carrie Lam's Maiden Policy Address

The Policy Address of Carrie Lam, our Chief Executive,. was long on detail - but short on vision. 1.   Our overall observations a. ... Read More >>

Sunday, March 06, 2016

China: five key policy issues

What are the five key issues demanding discussion at the National People's Congress? Change in leadership style The South China Mor... Read More >>

Thursday, December 10, 2015

Market strategies for 2015 and 2016

1. Market outlook for rest of the year; expectations for 2016; what were the main surprises in 2015? Expect a dive on 16th Dec when the Fed a... Read More >>

Monday, June 30, 2014

Hong Kong: Cutting ourselves in the foot

Here are some notes that I have compiled for a CCTV show which will run world wide as of tomorrow, 1st July.  It has a great deal to do with t... Read More >>