Monday, August 08, 2016

China: The myth of a cheaper RMB boosting exports

We never bought the simplistic story that a cheaper currency on its own boosts exports.  Investment implication: don't be fooled!  ... Read More >>

Friday, January 22, 2016

Bloomberg Show: Investment Strategies

How not to/ to invest your money: losers and winners on a national and sectoral level. Market Outlook  is the market rout over? Have we seen ... Read More >>

Monday, January 04, 2016

USA/Global: why rising rates smell

There are four identifiable risks to rising US rates - but not necessarily the ones that you probably are thinking of. How to make money off these... Read More >>

Thursday, October 08, 2015

IMF's, Japan's & USA's losses of market credibility: RTHK Radio Show

The irrelevance of the IMF markets; the loss of market credibility of the Fed and Bank of Japan   IMF's recent irrelevancies "IM... Read More >>

Tuesday, March 24, 2015

Bloomberg TV Show: Singapore, the dollar and China

My Bloomberg TV show of this morning on Singapore's looming issues, the rising dollar and healing China http://www.bloomberg.com/news/videos/2015-0... Read More >>

Thursday, March 19, 2015

Yellen heralds better Economic Time

So what crisis looms? A 1937-style convulsion or one predicated on avaricious currency mismatching? Good change to Economic Time®.  S... Read More >>