Donald Trump emerges as the Buckpasser-in-Chief.

We can be sure that Donald Trump’s Presidential desk will not be carrying the sign, “the buck stops here’’ in the SCMP:     Investors own their mistakes     “The buck stops here” was a sign on President Harry Truman’s desk indicating that whatever blame there was to be handed around – it all…

Judgement Year for China

After effectively ten years of downgrading economic growth downgrades – when are we going to see a recovery? published in the SCMP:        20170106 The year of judgment, 6 Jan, 2017     You can promise so much for only so long. Chinese economic growth has been falling continuously for over 8 years…

Shenzhen Hong Kong Stock Connect is here!

Latest news from my friends at East Capital – China Environmental Fund. The through train has arrived. Shenzhen-HK Stock Connect is here!  

There’s Life in China markets – Bloomberg TV, 16 Aug 16

Bloomberg 16 Aug 16 Richard Harris, chief executive officer at Port Shelter Investment Management, discusses the Chinese markets, emerging market bonds and why he’s avoiding the bond market. He speaks to Bloomberg’s Yvonne Man on “Asia Edge.” (Source: Bloomberg)  

Fed is like a second-rate hedge fund manager

CNBC 9 August 2016 The Fed, which will likely hike rates once this year, is focusing too much on being data-dependent,says Port Shelter Investment Management’s Richard Harris.   Fed governors are out of control

Where have all the young men gone – Hong Kong men do a disappearing act

Published in the South China Morning Post, Most Read Disappearing act, 22 July, 2016   It is a truth universally acknowledged that a single Hong Kong woman in possession of a good fortune does not need a man. Apologies to Jane Austen, but why should she, when has everything? Many young professional women in Hong…

Sixty Glorious Years – Learning About Business From HK

The best decade for Hong Kong was the 1980’s. In the SCMP: The Winning Formula for HK This is my Fire Monkey year. In the next week, I hit sixty. What has HK has taught me about business in the last six decades? Hong Kong started as a byword for product and service – doing a…

Brexit might not happen

  There’s a possibility that the U.K. parliament might vote against leaving the EU, explains Port Shelter Investment Management’s Richard Harris. CNBC Asia interview 4 July 2016.   Watch here:    Brexit might not happen

After the Breakup, the Reconciliation

Cry my Beloved Country published in the South China Morning Post:   After the break-up.   Vote Leave narrowly won the Brexit referendum and “regained control over the economy”. Control over the stock markets (which have crashed), control over the Gilt markets (UK 10 year bond yields plumbed an all time low of less than…

Brexit – the game is not over…

Richard Harris, Port Shelter Investment Management’s chief executive officer, discusses the fallout from the Brexit vote with Bloomberg’s Yvonne Man on “Daybreak Asia.” (Source: Bloomberg) http://www.bloomberg.com/news/videos/2016-06-28/port-shelter-ceo-we-won-t-see-a-brexit

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