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)  

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 Morning Post.          Download article The US Department of Commerce is proposing…

Chair Yellen or Cher Janet. Life after interest rate rises

The markets are stressing about the fall in the oil price – who would have expected Brent at $37 even a year ago? But they are totally missing the most important commodity of all, and whose price has collapsed spectacularly.   The price of money has been almost nothing for nearly ten years but that…

Vital Signs. Flatlining World Economies – need Intensive Care

Relationship between growth and interest rates breaks down once rates fall below 2 per cent, and policymakers don’t have the cure published in South China Morning Post.  Flatlining vital signs are not good, download Doctors carry out triage on patients by checking the vital signs as to who can be saved or who can’t. Investors…

The ABC’s of Free Trade. The Treaties that Tie.

From the ‘Belt and Road’, to TPP, AIIB, and numerous others – an alphabet soup of geopolitical initiatives have kept Asian leaders busy travelling. The geopolitical initiative is having more comebacks than Frank Sinatra.   First up is “the Belt and Road” – of which the Belt is a proposed highway retracing the trading path of…

Markets that Never Sleep. Global connectivity.

Round-the-clock trading on a few big exchanges is inevitable – and Hong Kong could be a hub. in the SCMP : Markets that never sleep, download. The last month saw a surge of buying on our stock markets. The Shanghai Composite Index is creeping towards what the market defines as a bull market, being 20%…