China and Hong Kong: When Parasite Turns Predator
We made the case in One Economy, Two Parasites: Part 1, that Hong Kong’s economy is enjoying a good economic position as a result of China’s...
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One Economy, Two Parasites: Part 1 - Hong Kong's Economy
Hong Kong does not exhibit any symptoms of economic malaise, but it is not a happy place politically. What will win out, politics or economics? The...
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Asia Trim Call and Where We Are Adding Back
To view click on this link: https://www.screencast.com/t/c8O6ImmSJp5 10:17 min.Looking forward sectors in Asia that are sensitive to a stronger...
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HK Property Short Gaining Traction
Hong Kong property short call in the sub index is starting to pan out after hitting the 40,000 ideal turn and top target.This bet was partially to...
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China Upgrade
Chartonics Asia Friday 12 May 2017China upgradeAsia webcast – To view click on this link: https://www.screencast.com/t/VOUVGkK6lF 12:23 min.Korea...
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