Tag Archive: China

International Bonds Weekly : Kangaroos and Panda Bears

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We have thrown in a CNH section to the International Bond Weekly report. For a start, we have prepared a list of 2014 issued CNH bonds listed in HK and SGX and their… Continue reading

Equity Thursday : China and The IPO Gravy Train

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I thought I would write about something to take our minds off the ECB and the Non Farm Payrolls tonight before the US holiday tomorrow and their long weekend. Global IPO Stats Year… Continue reading

Anger, Anger, Everywhere, Nor Any Drop To Drink

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There is a lot of anger in the world today, from the big men and women to the little people. For the little people, the anger arises from social inequality which is threatening… Continue reading

Ad Hoc Commentary – China should print money and retire all its central government debt

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Albert Einstein’s ‘Does the Inertia of a Body Depend Upon Its Energy Content?’ paper published on Sep 27 1905 introduced the world to the equation E = mc2. Einstein ushered in the age… Continue reading

Lunch With Legends, The Take On USDJPY And More

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It makes me feel important when I spend time in the company of market legends because their aura rubs a little off onto little old me and I feel taller sometimes, which had… Continue reading

The Discerning Lush : “I would be so bored if I drank nothing but Bordeaux first growth”- Jancis Robinson, 5 March 2014, Aberdeen Marina Club, Hong Kong

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So here we are on the terrace of The Portside at the AMC; the fog and drizzle has lifted with a sparkling view of Aberdeen Harbour. There is a palatable air of anticipation… Continue reading

Leaders In Fear…. What Will China Say ? And the S&P 500

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Naughty global leaders better cower in fear these days. It is so easy and we just need to look at Ukraine, Venezuela, Thailand and the rest. Formula : Protest, riot and protest some… Continue reading

Ad Hoc Commentary – Turkey’s possibly futile attempt to prevent the unwinding of the USD carry trade

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“The Turkish central bank raised its overnight lending rate to 12% from 7.75%…” http://www.cnbc.com/id/101359309 Of course it stopped the rout of the Turkish Lira in the short term. By contagion, it also stabilized… Continue reading

Oh Ye Serpent, Thy Venom Doth Sting – CNY, MYR, PHP

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In the first 3 weeks of 2014 and the end of the lunar year of the Snake, over 80% of the 162 currency pairs in the world have lost out against the USD.… Continue reading