To Survive China’s Market Crackdown: Pick Your Sectors Wisely

There has been an almost perfect storm in recent weeks in terms of Chinese regulatory initiatives against private sector companies and related equity market col... Read More»

Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals

The June US CPI data came in well above consensus while the July data, released last week, still shows CPI and core CPI rising at 5.4% YoY and 4.3% YoY. US CPI... Read More»

China is the One Safe Haven for Bond Investors

One recommended trade here for global bond investors has been to sell US Treasury bonds, and indeed all G7 government bonds, and own Chinese government bonds in... Read More»

China’s Focus on Technology & Domestic Demand

China's 14th Five-Year Plan While world markets have been focused on the US presidential election, an important event also took place in Beijing in late Octob... Read More»

The Landscape is Shifting for Chinese Fintech

The US presidential election appears to be finally over. But it remains unclear how the issue of regulation of “Big Tech” will be impacted by the outcome. In t... Read More»

China Offers Safety in a World of Central Banks Gone Crazy

The Federal Reserve has duly delivered on the expected softening of the inflation target in the latest FOMC meeting in mid-September. The key point is that the ... Read More»

Gold Secular Bull Market Intact, Target Price $5,500/oz

Gold's Resilience Despite Weak Physical Markets in India & China Gold continues to behave in a resilient fashion having been in consolidation mode since it... Read More»

Election 2020: Are Trump’s Anti-China Theatrics Setting Up for an Inevitable U-Turn?

Trump's Anti-China Theatrics It has become almost a pantomime. Grizzle refers to the slew of anti-Chinese measures announced by the Trump administration in rec... Read More»

COVID-19 Data Fades While US-China Tensions Flare Up

US COVID-19 Data Improving Attention remains front and center on the data for cases and deaths in America. In the short term, this is the only thing that reall... Read More»