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Category: hong kong

‘Patriots’ Only

March 11, 2021March 16, 2021

There’s “no need for sudden shifts” in economic policy this year, Chinese Premier Li Keqiang

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6 Comments on ‘Patriots’ Only

It’s Bad In China. And Worse For Hong Kong Tech

March 8, 2021March 9, 2021

Last week, I whispered about a “global tech bear market.” The poster child, I noted,

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1 Comment on It’s Bad In China. And Worse For Hong Kong Tech

Exchange Rate

February 24, 2021February 24, 2021

European and US equities appeared largely inattentive to a selloff in Asia Wednesday. In Hong

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1 Comment on Exchange Rate

Preventing ‘Mass Extinction,’ Arbitrary Arrests, Soybeans And $700 Apples

August 26, 2020August 26, 2020

Global equities loitered near their post-March peaks on Wednesday, as those not on vacation (or

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3 Comments on Preventing ‘Mass Extinction,’ Arbitrary Arrests, Soybeans And $700 Apples

Bad Behavior, Seditious Words

August 10, 2020August 10, 2020

Tencent shares were hit again Monday, falling nearly 5% as the market continues to fret

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2 Comments on Bad Behavior, Seditious Words

‘Directly Responsible’: Mnuchin Slaps Carrie Lam With Sanctions As US-China Tensions Soar

August 7, 2020August 7, 2020

With tensions running higher than ever following Donald Trump’s pair of executive orders targeting TikTok,

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3 Comments on ‘Directly Responsible’: Mnuchin Slaps Carrie Lam With Sanctions As US-China Tensions Soar

All Is Not Well In The World

July 30, 2020July 30, 2020

All did not feel “right” in the world Thursday, despite Jerome Powell’s assurances that the

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1 Comment on All Is Not Well In The World

Something Consequential

July 29, 2020July 29, 2020

Fed decisions and post-meeting press conferences have a way of turning out anticlimactic. Or maybe

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Leave a Comment on Something Consequential

‘Exactly What We Don’t Need’: US-China Escalation Threatens To Derail Stimulus-Fueled Rally

July 22, 2020July 22, 2020

A new, and potentially serious escalation on the geopolitical front put risk assets on the

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1 Comment on ‘Exactly What We Don’t Need’: US-China Escalation Threatens To Derail Stimulus-Fueled Rally

The Virus, The Jobless And The Ant Man

July 20, 2020July 20, 2020

“The situation is really severe and there is no sign that it is under control”,

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5 Comments on The Virus, The Jobless And The Ant Man

Fairly Wacky Ideas.

July 8, 2020July 8, 2020

“It sounds quite radical”.

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7 Comments on Fairly Wacky Ideas.

Attack The Peg? Trump Administration Ponders Nuclear Option For Hong Kong Retaliation

July 7, 2020July 7, 2020

“We are looking at numerous different things”.

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9 Comments on Attack The Peg? Trump Administration Ponders Nuclear Option For Hong Kong Retaliation

There’s A New Bull In Hong Kong. And Xi Is Cracking Down Harder On Dissent

July 6, 2020July 6, 2020

“He kept a bag with clothes and a toothbrush hanging on his front door so he would be ready for this”.

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Leave a Comment on There’s A New Bull In Hong Kong. And Xi Is Cracking Down Harder On Dissent

You’re Under Arrest. (Welcome To The Third Quarter)

July 1, 2020July 1, 2020

On that happy note, the third quarter (and second half) of 2020 is underway. 

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Leave a Comment on You’re Under Arrest. (Welcome To The Third Quarter)

US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law

June 29, 2020June 29, 2020

“Risks the US refuses to accept”…

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5 Comments on US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law

As Senate Turns Screws On China, Trump ‘Prods’ US Tech To Buy Ericsson, Nokia In Huawei Battle

June 25, 2020June 25, 2020

“Administration officials have talked about inserting the federal government deep into the private sector”…

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1 Comment on As Senate Turns Screws On China, Trump ‘Prods’ US Tech To Buy Ericsson, Nokia In Huawei Battle

End Game Nears In Hong Kong, As China Releases Details Of National Security Plan

June 20, 2020June 20, 2020

“This new law can simply mean anything Beijing wants it to mean”.

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7 Comments on End Game Nears In Hong Kong, As China Releases Details Of National Security Plan

China Mocks America For Violent Protests, Begins Canceling US Farm Imports

June 1, 2020June 1, 2020

“Why does the US beautify the so-called Hong Kong independence and violent elements as heroes?”

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5 Comments on China Mocks America For Violent Protests, Begins Canceling US Farm Imports

Hong Kong, Huawei Dramatics Play Spoiler To Otherwise Bullish Narrative

May 27, 2020May 27, 2020

“Facts on the ground”.

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5 Comments on Hong Kong, Huawei Dramatics Play Spoiler To Otherwise Bullish Narrative

Protests, Tear Gas Return In Hong Kong. China Accuses US Of ‘Endangering World Peace’

May 24, 2020May 24, 2020

Wang also cautioned that anyone who expects Beijing to pay “reparations” for the virus is “daydreaming”.

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12 Comments on Protests, Tear Gas Return In Hong Kong. China Accuses US Of ‘Endangering World Peace’

‘Cursed’ Hong Kong Is ‘Half-Way Dead’ Locals Say

May 23, 2020May 24, 2020

“It’s maybe cursed.”

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7 Comments on ‘Cursed’ Hong Kong Is ‘Half-Way Dead’ Locals Say

Beginning Of ‘The End’ For Hong Kong Sparks Massive Rout In Preview Of Coming Showdown

May 22, 2020May 22, 2020

This is the end, my only friend, the end.

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9 Comments on Beginning Of ‘The End’ For Hong Kong Sparks Massive Rout In Preview Of Coming Showdown

Just Two Things.

May 21, 2020May 22, 2020

“We are now experiencing a whole new level of uncertainty”.

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6 Comments on Just Two Things.

Knife’s Edge: China Plans Serious Hong Kong Escalation As Trump Accuses Xi Of Letting ‘Plague’ Spread

May 21, 2020May 21, 2020

“The market is taking this news negatively”.

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10 Comments on Knife’s Edge: China Plans Serious Hong Kong Escalation As Trump Accuses Xi Of Letting ‘Plague’ Spread

Hong Kong Logs Deepest Economic Slump In History. Shares Have Worst First Day Of Month In 9 Years

May 4, 2020May 4, 2020

“We are deep into recession.”

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2 Comments on Hong Kong Logs Deepest Economic Slump In History. Shares Have Worst First Day Of Month In 9 Years

Signs Of The Economic Apocalypse Are Everywhere.

April 1, 2020April 1, 2020

For right now anyway, economic activity ain’t possible – to speak colloquially.

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2 Comments on Signs Of The Economic Apocalypse Are Everywhere.

Joe Biden Odds Go Full-Tesla, Virus Spreads Virtually Unchecked

March 4, 2020March 4, 2020

A “miracle” comeback and an ongoing public health crisis.

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2 Comments on Joe Biden Odds Go Full-Tesla, Virus Spreads Virtually Unchecked

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Monthly Letters

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