Chow Tai Fook (1929): Protest Casualty
The ongoing protest in Hong Kong does not help to lift up the already dull retail sales growth in 2019. Although mainland Chinese tourists still...
451 Views
The Legacy: The Electoral Fudge that Is Hong Kong
Hong Kong is headline news for all the wrong reasons these days. An out-of-touch, appointed government of civil servants (all of the business...
500 Views
Beijing’s Setback in Putting Genie Back in the Bottle;Market Cheering on the Unlikely Trump-Xi Deal
When we post pictures of the massive protests in HK over the last few weeks on WeChat Moments, often mainland Chinese contacts ask, “Where is...
445 Views
Global Equity Strategy: Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
537 Views
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
696 Views