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INSIGHT PROVIDER
Alex Ng
Founder & Head of Research
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Fortress Hill Advisors
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Location:
Hong Kong
Joined:
24 May 2024
10
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Multi-Asset
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Macroeconomics
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Cross Asset Strategy
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bullish
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Macroeconomics
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28 Jun 2024 16:26
Does Modest Increase in Debt Level of France and Japan Create Problem for Their Economies?
France and Japan have seen a modest rise in non-financial sector debt/GDP since 2007, mostly due to increased government debt, with potential...
Alex Ng
319 Views
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bearish
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Macroeconomics
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25 Jun 2024 10:00
China's Excess Production over Domestic Demand
Classical economic theory challenged by China's excess production, disproving Say's Law as heavy industries face over-capacity due to...
Alex Ng
147 Views
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bearish
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Macroeconomics
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20 Jun 2024 10:13
Monthly Monitor: China Activity Data (May 2024)
Concerns arise over weak industrial output and urban fixed asset investment, while a beat in retail sales is attributed to the holiday season....
Alex Ng
187 Views
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bullish
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Macroeconomics
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19 Jun 2024 19:25
China Economic Scenarios
China's uncertain growth outlook and transition to sustainable growth require further fiscal policy stimulation to hit 5.0% growth in 2024, but...
Alex Ng
120 Views
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bearish
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Macroeconomics
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18 Jun 2024 08:32
China Debt Hangover and Policy Limits
China's increasing debt/GDP ratio since 2008 limits policymakers' ability to support the economy, leading to a projected 4.5% growth in 2024.
Alex Ng
143 Views
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