Mr Trump Blinks
With both the US and Chinese economies softening and the US Fed refusing to play ball by lowering interest rates even as China’s PBOC expands...
418 Views
To China With Love From Russia
Last week President Xi Jinping met President Vladimir Putin for the 29th time since 2013 and the second time in two months in St Petersburg. The...
590 Views
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...
478 Views
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...
495 Views
US Mid-Term Elections – What If The Polls Are Wrong?
It is a foregone conclusion that the Republicans will lose the House of Representatives. The polls say so. But what if they are wrong? If the...
401 Views