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 was his statement that he wil... Read More»

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 months following the easing me... Read More»

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 have looked of late like Siamese ... Read More»

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 announcing in May details of a previous... Read More»

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. Still the view here remains that US Treasuries are in a s... Read More»

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 the continuing decline in credit gro... Read More»

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 that Hong Kong-focused... Read More»

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 increased concerns that the authoritie... Read More»

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 the “Peak China?” cover o... Read More»