China
Making Sense of Trump’s Worldview – “Spheres of Influence”
The most interesting, and to most people doubtless the most surprising, part of Donald Trump’s inauguration speech back in January…
Has China’s Property Market Bottomed?
Has China’s property market bottomed? There has been a noticeable pick up in residential property transactions in the past two…
Why Taiwan Should be in Your Portfolio
The chart below shows that the Nvidia share price and Taiwan’s outperformance relative to the MSCI Asia Pacific ex-Japan Index…
The Chinese Property Crash is Heating Up – When Will the Bounce Come?
The pace of property easing in China accelerated last quarter to its most intense level yet, with the central government…
Treasury Yields are Falling But Don’t Be Fooled
The Treasury bond market has been rallying of late on softer US data. This can continue for now. Such a…
What Will it Take to Turn China Around?
The concerns about intensifying deflationary momentum continue to build in China with the release of the latest data, be it…
Investors Left Hong Kong Real Estate for Dead, Should You?
If sentiment towards Chinese stocks remains super depressed, the same also applies to domestic Hong Kong stocks. It remains incredible…
Is China Experiencing a Lehman Brothers Moment?
The working assumption that the Chinese have turned temporarily Japanese is borne out by the latest credit data which has…
China Needs a Catalyst, But Where Will it Come From?
The Economist cover syndrome is always a potential contrarian signal as history has demonstrated. And sure enough this writer noted…