China Focus : The Magical Land of Ali Baba
WORLD ECONOMIC FORUM, 24 Jan 2015 JACK MA SAYS HE WAS REJECTED BY HARVARD 10 TIMES Who applies 10 times ??? Someone who Rejects Rejection ? A trader at heart ? Someone who… Continue reading
Tag Archive: China
2015 EM Outlook : The Rising Boats In The Ebbing Tide
The year is not ending on a high note for the MSCI EM Index despite hitting a 3 year high sometime in the 3rd quarter. We are closing the year lower than… Continue reading
China’s rate cut – killing many birds with one stone
There is a lot happening in China these days – global expansion of RQFII country quotas – Australia and Canada are the latest recipient countries, the Hong Kong-Shanghai mutual market access (MMA), ramping… Continue reading
China Focus : Rule of Law or Rule of Smog ?
Misty days as Beijing remains shrouded in smog and intrigue as pilots learn to land blindly. Good news is that the people will get a holiday during the APEC summit next month. http://www.reuters.com/article/2014/10/25/us-china-pollution-idUSKCN0IE02L20141025… Continue reading
China Focus : The Political Destiny
19 October : Comet Siding Spring set to whizz close to Mars (and disintegrate in the process) after flying about for the past 4.5 bio years (same age as Earth) from the outlying… Continue reading
CHINA FOCUS : Doing Their Own Thing As A New Global Leader
China came back strongly on Wednesday, her equity markets logging in gains to close the week up and for the CNH to close the gap against the CNY, strengthening, of course, as the… Continue reading
Australia Focus : Chinese Kangaroo Stew
Back when I was in Perth, a friend from China told me that his uncle liked to stop by dead kangaroos on the road to pick a nice juicy tail for stew and… Continue reading
China Focus : To Smote The Little Pearl Of The Orient
Not sure if anyone has noticed that the CNH/CNY spread is widest in 2 years. It has always been CNH the stronger and CNY tempering it’s strength but it is not since the… Continue reading
Zico Files : After the stand-off – The Hang Seng Buy list
Assuming that the stand-off between the various protest groups and the SAR government gets resolved and business returns to some normality in HK, I expect the Beijing government to be more business/investor “friendly”.… Continue reading
Australia Focus : Recession Proof
The Australian dollar has had a slammed and dunked week again making it the 3rd worst performing currency in the entire world for the month of September, losing 6.08% against the USD and… Continue reading