Hong Kong: Watershed Polls May Strain Ties with China Further
Record turnout, shift to more “localism”: On 4 Sep, Hong Kongers turned out in record numbers (58% - five percentage points higher than four...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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Softer September with a Stronger USD
September weakness is viewed as a buying opportunity near ideal S&P support at 2,120. Weakness falls within corrective parameters as long as we...
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Implications of HK Marriage Trends
Marriage is declining in popularity in Hong Kong, particularly among educated women. Hong Kong already has one of the lowest fertility rates in the...
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Fastest Horses into September Stall
US equities remain bullish on dips with DJI and financials (leaning into a rate hike) the laggard bets. Market breadth is weak with A/D line...
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