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
China's Slumping Domestic Demand Is Dragging Asia Down: Except JP, IN, VN
Despite a record RMB 9.59 trillion (US$1.39 trillion) increase in new TSF (total social financing) in January-April 2019 (a 34.7% faster pace than...
553 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
China Game over Support Breaks
We touch on key pivots for the global cycle in the NDX (recent highs) and laid out in our recent insight SPX Set up Mirrors September 2018 . The...
358 Views
Taiwan Investors Factor In China Recovery
It is time to go increase exposure to Taiwanese equities, if you haven’t already. Like bourses around the region, Taiwan’s stock market has...
155 Views