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

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

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…

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…