Trump Not Likely to Halt Decline of US. But Ray Dalio Makes Good Case in Bringing Back Ayn Rand
I was working on a bigger piece on HK vs Singapore which I will put out later, and reviewing political classifications of economies, when I saw a...
291 Views
Domestic NPLs in Hong Kong Can Surprise – Not Just Those in Neighboring China
Where so many of us are focused on the impact of China slowdown on its banks, it is worth highlighting the risks to Hong Kong’s banks. But what we...
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Money Matters: Is the RMB About to Shoot?
At the time of writing the US Dollar is flirting with several support/resistance levels on charts. The Euro is oscillating around 1.05 to the...
244 Views
Money Matters: Is the Lira Signalling Default Is on the Way?
The Turkish Lira has plummeted 14.5% against the dollar and 11% against the Euro since the start of October. While the Lira has never been a great...
239 Views
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
237 Views