Thursday, October 22, 2015

US: Debt limit jabs intensify - II

The gloves are off on the Hill.  How to make money off this. http://podcast.rthk.hk/podcast/item_epi.php?pid=922 Why 3rd November is so ... 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 >>

Thursday, February 26, 2015

China: "New Normal" for growth

It is China's "slower" growth is normal: technical and political aspects support our view. Buy on growth-induced market weakness. Ba... Read More >>

Monday, June 24, 2013

Changing Economic Time®: So, how do I invest now?

How to invest now? We provide strategic (i.e. NOT "timing"/ "tactical" ) asset allocation thoughts concerning which instruments, markets, sectors, ... Read More >>

Monday, October 22, 2012

Strategic Asset Allocation: What to buy in America, China (and Australia)

Readers know that we have railed against the US "recovery" and have been suggesting that China's Economic Time would begin improving as of 4Q12.&nb... Read More >>

Monday, July 16, 2012

Why you shouldn’t invest in Asia just yet

Just this Friday, 13th July,  we all got three announcements on economic growth: China’s real GDP grew by an annual 7.6% in 2Q12 ... Read More >>

Friday, July 13, 2012

How to re-kindle China’s growth

Here are some notes that I have prepared for my TV appearance on Channel News Asia at 22:30 HK time tonight. 1) China's latest GDP expanded 7.6% on... Read More >>

Wednesday, May 02, 2012

India: don’t buy, the EconomicTime® must worsen

Of late, there has been a flurry of reports suggesting that India is a "strong buy". We suggest that this view is misplaced for three good reasons ... Read More >>