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…

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

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

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…

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…

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…