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...

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...

All lies and emotion

Breaking up is so hard to do In the SCMP: Brexit all lies and emotion  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 world is...

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...

Steel Storm. Steely Trading

China is widely blamed for the massive lay-offs in the industry worldwide and its competitors are imposing heavy dumping duties on its products.  How China handles that positioning will influence how protectionist the world becomes. published in the South China...