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)  

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…

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…

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…