Hong Kong's Growth Mirage
It may not feel like it. It may not smell like it. But make no mistake Hong Kong is in recession. We are underweight in our relative regional...
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Ten Years On - Asia's Time Is Coming, Don't Miss The Boat
We noted in Ten Years On - Asia Outperforms Advanced Economies Asia’s economies and companies have outperformed advanced country peers in the ten...
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This Week in Blockchain & Cryptos: A Bitcoin Reversal; More Red Flags for Bitmain
The year 2018 was not the brightest for cryptocurrencies; Bitcoin (XBTUSD CURNCY) fell around 70% during 2018 and top altcoins like Ethereum (ETH...
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2019: The Year When Crypto-Assets Boom ... Again?
Crypto-assets have plunged by over 80% this year Tight Global Liquidity looks like the major culprit Crypto-assets, like gold, are highly...
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Last Week in Blockchain & Cryptos: Bitcoin Hits a One-Year Low Amidst "Hash Wars"
Bitcoin (XBTUSD CURNCY) fell below the USD5,000 level yesterday (18th November) to a new one-year low. At the time this note is published, Bitcoin...
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