Asian Resilience - Lies In Its Structural Strength
The recent data flow out of Asia has been weak whether it be Chinese industrial output, fixed investment or retail sales, Hong Kong tourist...
429 Views
Underweight Hong Kong, Overweight Taiwan
We are underweight Hong Kong and overweight Taiwan equities. The economic costs of the deepening political crisis in Hong Kong is yet to feed...
399 Views
Hong Kong's Carrie Lam - A Judgement Void
Ms Carrie Lam’s extradition bill has been shelved but Hong Kong’s protesters want it to be permanently abandoned and along with it Ms Lam’s head....
475 Views
Hong Kong - On Edge
The US-China trade talks have collapsed. Mr Trump is has declared an all out war by targeting Chinese technology companies. In response China is...
470 Views
Asian Exports - Ripple Out Effect
Asian exports ended 2018 on a weak note and got off to a rough start. Falling export prices, Taiwan export orders and Korean first 20 day shipments...
418 Views