Tag Archive: China

China Focus : The Magical Land of Ali Baba

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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

2015 EM Outlook : The Rising Boats In The Ebbing Tide

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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

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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 ?

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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

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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

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China cameĀ  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

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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

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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

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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

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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