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Category: hang seng

Risk Aversion Lingers As Virus Deaths Climb Ahead Of Fed

January 29, 2020January 29, 2020

The number of confirmed cases is approaching 6,000.

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6 Comments on Risk Aversion Lingers As Virus Deaths Climb Ahead Of Fed

Hong Kong Shares Are Patient Zero In Viral Pneumonia Scare

January 21, 2020January 21, 2020

“There is a risk of an exponential outbreak”.

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1 Comment on Hong Kong Shares Are Patient Zero In Viral Pneumonia Scare

For Chinese Markets, Plunging Liquor No Match For RRR Cut, Trade Optimism

January 2, 2020January 2, 2020

Kweichow Moutai may be a harbinger, but it matters not on Thursday.

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Up, Up And Away: Holiday Melt-Up Proceeds Apace

December 27, 2019December 27, 2019

In these ebullient times, let us not forget the proverbial reason for the season.

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2 Comments on Up, Up And Away: Holiday Melt-Up Proceeds Apace

‘There’s No Obvious Trigger’: Hong Kong Shares Dive In Last Day Of Eventful Month

November 29, 2019November 29, 2019

Frankly, the month could have gone worse for local shares.

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All Smiles For Risk Assets In New Week – So Far

November 25, 2019November 25, 2019

A lack of violent protests and some conciliatory language around IP theft is all it takes to keep the good vibes — err — good.

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Hong Kong Is Center Of Geopolitical Universe As Hang Seng Turns 50

November 24, 2019November 25, 2019

“Their evil hope is that Hong Kong will go down in chaos”.

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1 Comment on Hong Kong Is Center Of Geopolitical Universe As Hang Seng Turns 50

Hong Kong Shares On Brink Of Bloodbath As ‘Fake’ Curfew News Adds To Angst In Horrible Week

November 14, 2019November 14, 2019

Chaos reigns.

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Things Go From Bad To ‘That Guy’s On Fire’ In Hong Kong, As Stocks Dive Amid Escalating Violence

November 11, 2019November 11, 2019

Suffice to say tensions have escalated materially.

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Global Markets Whipped Into Bullish Frenzy As Trump Teases Meaningless ‘Deal’ With China

October 11, 2019October 11, 2019

Curb your enthusiasm.

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3 Comments on Global Markets Whipped Into Bullish Frenzy As Trump Teases Meaningless ‘Deal’ With China

China Said Ready To Splurge On US Pork, But Local Stocks Unimpressed Amid Tenuous Trade Outlook

September 25, 2019September 25, 2019

Hog wild.

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1 Comment on China Said Ready To Splurge On US Pork, But Local Stocks Unimpressed Amid Tenuous Trade Outlook

Hong Kong’s Carrie Lam To Formally Withdraw Extradition Bill. But It’s Not Enough For Protesters

September 4, 2019September 4, 2019

“Five Demands. Not One Less.”

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1 Comment on Hong Kong’s Carrie Lam To Formally Withdraw Extradition Bill. But It’s Not Enough For Protesters

Hong Kong, Mainland Shares Under Siege Amid Violence, Yuan Drop

August 26, 2019

No respite.

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Hong Kong Goes From Bad To Worse As Property Shares Dive Into Bear Market Amid Airport Upheaval

August 13, 2019August 13, 2019

It is just a matter of time.

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2 Comments on Hong Kong Goes From Bad To Worse As Property Shares Dive Into Bear Market Amid Airport Upheaval

Falling Knife Catchers Eye Hong Kong As Stocks Log Worst Losing Streak Since 1984

August 6, 2019

Now then…

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1 Comment on Falling Knife Catchers Eye Hong Kong As Stocks Log Worst Losing Streak Since 1984

Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix

August 5, 2019

This is why things need to stabilize in a hurry.

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1 Comment on Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix

‘I Can’t See Where The Bottom Is’: Hong Kong Shares Plunge In Longest Losing Streak Since 1997

August 5, 2019August 5, 2019

And then some.

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3 Comments on ‘I Can’t See Where The Bottom Is’: Hong Kong Shares Plunge In Longest Losing Streak Since 1997

Sour Patch Kids.

July 9, 2019July 9, 2019

All told, there’s not much to like this week.

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1 Comment on Sour Patch Kids.

Hong Kong Suspends Extradition Bill After Brush With Disaster, But It Ain’t Over

June 15, 2019June 15, 2019

Carrie Lam thinks it might be a good idea to “do more explanation work”.

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1 Comment on Hong Kong Suspends Extradition Bill After Brush With Disaster, But It Ain’t Over

Hong Kong Hijinks

June 12, 2019June 12, 2019

One more aggravating factor.

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Pavlovian Response.

June 10, 2019June 10, 2019

…even as most folks seem wary of the nascent bounce off the May swoon.

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The Fog Of (Cold) War

May 23, 2019May 23, 2019

These are the bad times. 

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3 Comments on The Fog Of (Cold) War

Broken Deals And Shattered Rally Dreams

May 9, 2019May 9, 2019

There’s an “art” to this.

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4 Comments on Broken Deals And Shattered Rally Dreams

China’s Monday Meltdown In Pictures

May 6, 2019May 6, 2019

“Rough day” doesn’t quite capture it.

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4 Comments on China’s Monday Meltdown In Pictures

What Breaks First? Full Week Ahead Preview

April 7, 2019

At this juncture, it’s probably just a matter of what “breaks” first in the “everything rally”.

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hedge funds, oil, OPEC3 Comments on What Breaks First? Full Week Ahead Preview

Off And Running.

April 1, 2019April 1, 2019

“Equities are ‘foaming at the mouth’ to start the week”…

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2 Comments on Off And Running.

The Thrill May Be Gone.

January 22, 2019January 22, 2019

The good mood has seemingly worn off.

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4 Comments on The Thrill May Be Gone.

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Monthly Letter+

  • 42

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Monthly Letters

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March 6, 2026March 6, 2026

Resignation

January 30, 2026January 30, 2026

The Noriega Analogue

January 3, 2026January 3, 2026

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