Monday, July 04, 2016

Asset Allocation: Brussels fudge and Hong Kong's stale noodles

 Why you should underweight Europe and Hong Kong. 1.  Dominoes falling in Europe - where else might follow? Political as well as r... Read More >>

Saturday, December 19, 2015

Military: tensions in the China Sea

Sabre-rattling out here is getting noisier. What to do about it. Chinese war games This week, China's military conducted war games ... Read More >>

Saturday, May 02, 2015

China: More goodies

Another rate cut will be dwarfed by markets' discounting next year's inclusion of China's A-Shares in the MSCI Index China's Economic Ti... Read More >>

Friday, November 07, 2014

China: How fiscal policies amplify business cycles

Structural flaws in monetary policy.  Just yesterday we suggested that there are various structural flaws in China's monetary policy, fla... Read More >>

Wednesday, October 22, 2014

Bloomberg: Show notes for 23/10, 11:40 AM HK Time

1. Japan outlook those scandals have not exactly enhanced Abe's popularity -Abe must decide by the end of this CY if he wants to increase ... Read More >>

Tuesday, July 08, 2014

Hong Kong: Short it!

 We are decidedly against the manner in which our juvenile, prancing  "Democrats" are raising a ruckus with Beijing via Occupy ... Read More >>