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

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…

Talking Turkey – the Year in Review, with a special guest…

Lunch with the Post – Santa’s views on 2016. On the naughty list: Janet Yellen for delaying rate rises and making us fret. On the nice list: the Greeks for bailing out… My lunch guest arrived at Noel’s Brasserie in Holly Wood Road, on a silent Varoufakis electric drone. A commotion erupted as a large…

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…