GDP and inflation are encouraging for those wanting to buy the market.
THIRD QUARTER GDP
~Economic Time®: Excess supply of money &... Read More >>
The Fed is working with an anachronistic model. Keep buying China and America.
For those (younger) market observers shocked... Read More >>
Buy Hong Kong - but avoid our banks. Buy India, but with a view to a quick, liquid exit.
Here are the notes made in preparation... Read More >>
We'll join the herd and predict unoriginally that China's A-Share index directly will be included in the MSCI Emerging Markets Index (MSCI EMI). T... Read More >>
Buy America and Viet Nam; sell China, Hong Kong and Japan
US ECONOMIC DATA
US manufacturing has expanded for the third consecutive month... Read More >>
In his keynote speech yesterday at the Belt and Road Summit, National People’s Congress chairman Zhang Dejiang identified ... Read More >>
Yesterday we got our 9th, uninspiring budget from the Financial Secretary - who may wish to replace CY Leung? Investment implications.
O... Read More >>
We all know what havoc China's recent circuit breakers wreaked. Expect the same for Hong Kong this June. Investment implication.
... Read More >>
Buy in to the China markets over the next six working days, i.e. until 10th July. This burst bubble ,too, shall pass and you may miss the boa... Read More >>
Three reasons why yesterday's China/Hong Kong market cracks represent excellent buying opportunities.
What happened. According to today'... 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 >>