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!  

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. published in the SCMP:        The Winning Formula for HK, 8 July, 2016 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…

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 vote brings ill wind

The World after the Referendum published in the SCMP:   HK to take hit as Brexit vote brings ill wind of change Fools rush in where angels fear to tread – and so do I. The Brexit issue is generating far more heat than light and most of the debate has been based on guesswork…

All lies and emotion

Breaking up is so hard to do published in SCMP: All lies and emotion, 10 June, 2016 By some accident of history, I find myself able to vote in the U.K. Brexit referendum. I am ambivalent. Do I stay or do I go?   I want facts; but every source of information in our digital…

Safe havens hard to find…

Boom or bust, correlated global markets move together. published in South China Morning Post:    20160602 Investment safe havens hard to find in an interconnected world, 2 June, 2016   It was the dead of night in the heart of China, in the core of the capital Beijing – and I sat transfixed at a…

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