Monday, October 09, 2017

What will trigger the next market crash?

We read the Financial Times and Economist regularly as part of our intellectual diet.  Both carried articles this week about the non-likelihoo... 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 >>

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 >>

Tuesday, June 02, 2015

Rates, Earnings and The Economic Clock in structural slumps

What is the Economic Clock revealing about market direction in the US, China/Hong Kong & Europe? Asset allocation.  Keep overweightin... Read More >>

Thursday, April 30, 2015

The Economic Clock: China & America

Keep buying both, but overweight China  & Hong Kong. Sector ideas follow. Refreshing the Economic Clock®.  This is designed ... Read More >>

Thursday, February 12, 2015

China's January prices: Does inflation equal demand?

Globalisation means stronger growth AND lower inflation. The resulting excess supply of money bodes well for asset markets. January inflation.... Read More >>