Thursday, August 25, 2016

Markets: keep buying China and America

Keep buying China/Hong Kong  and America/the dollar; history stopped being a guide  as of 2010.  1.  Why the Chinese  fis... 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 >>

Sunday, April 13, 2014

Zhou, Draghi ! A Riddle of Greece vs China

 Oddity. It cannot have escaped the attention of alert readers that while the Greek government bond was over-subscribed, the Chinese gove... Read More >>

Tuesday, April 01, 2014

Investment strategy going in to quarter II 2014

 I have compiled this for my show on Bloomberg tomorrow, Wednesday, 2nd April, at 11:40 AM Hong Kong time     Asia-Pacific... Read More >>

Monday, January 27, 2014

Trash Crash: yes. Chinese banking earthquake: no!

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 >>