BREXIT is a traders' paradise, nothing more. Investment implications.
Here are my talking points for a Bloomberg HK TV show of 1st July 2016, 11:... Read More >>
Currency support worsens China's Economic Time®. Avoid this market for a year.
Monetary economy convulsions
Accordi... Read More >>
Readers know why we have contrarian bets on China. Here is this morning's Bloomberg TV interview on said subject, in which I delve deeper into pol... Read More >>
Republican dollar. Given the Republicans' victories, the dollar should strengthen even more than had the Democrats not lost.
Congress is b... 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 >>
How to invest now? We provide strategic (i.e. NOT "timing"/ "tactical" ) asset allocation thoughts concerning which instruments, markets, sectors, ... 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 >>