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 >>

Saturday, June 04, 2016

Is the Fed Funds hike akin to Japan's VAT increase?

Is the much-traded-about Fed Funds hike akin to the much-traded-about Japanese VAT increase?  Why markets are so peripatetic. Investment imp... Read More >>

Saturday, February 06, 2016

RMB & HKD: Chinese New Year attacks

This coming Monday - Wednesday, 8th -10th February, expect the RMB and HKD to be attacked. Chinese New Year Being a lunar festival, ... 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, 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 >>

Wednesday, March 11, 2015

Dollar strength: The crunch cometh

    How  exploding debt-servicing could infect global markets    Looming Emerging M... Read More >>