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...
408 Views
U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
455 Views
China's Weak Domestic Demand Is Dragging Much of Asia into Recession; Stimulus No Help
It is only getting worse. China's imports contracted 8.5% YoY in May 2019 (the steepest decline in 3 years), and total vehicle sales contracted by...
655 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....
483 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...
480 Views