Keep buying China/Hong Kong and America/the dollar; history stopped being a guide as of 2010.
1. Why the Chinese fis... Read More >>
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 >>
Oddity. It cannot have escaped the attention of alert readers that while the Greek government bond was over-subscribed, the Chinese gove... Read More >>
I have compiled this for my show on Bloomberg tomorrow, Wednesday, 2nd April, at 11:40 AM Hong Kong time
Asia-Pacific... Read More >>
I need not tell you what is happening in the markets. My guess is that just about any news is bad news, except for that ICBC morning ray of light.
... Read More >>
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The information, including but not limited to, text, graphics, images and other material contained on this blog are for informational purposes only... Read More
With more than 30 years' experience in global i... Read More >>