Doing an Odd Thing – Hong Kong Investment Conclusion I am buying some HK equities. HK assets are a diversification of US policy risks. The worse it goes for the US, the more money pours back into HK. The HK$ peg does the rest. The inflows surge domestic liquidity. ... Read More
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06 May 25
Taiwan & HK: Butterfly Wings & Chaos?
#Taiwan#US Dollar#Hong Kong#US Treasuries#Taiwan's Economy.#Hong Kong Dollar#Currency (US Dollar)#US Sovereign Debt#US Tariffs
Taiwan & HK: Butterfly Wings & Chaos? Investment Conclusion. The Taiwanese dollar (TWD) and the Hong Kong dollar (HKD) are under upward pressure. There are idiosyncratic reasons for this delved into below. But the real culprit is the fall of confidence in the... Read More
22 Jan 98
East Asia
#US#China#Yen#JGBs#Strategy Archive#Economy#Europe#Equities#Crisis#Financial Assets#East Asia#Devaluation#Indonesia#Hong Kong Dollar#Red Chips
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
22 Jan 98
East Asia
#Politics#China#JGBs#Strategy Archive#Economy#Equities#Crisis#Japanese Yen#East Asia#Devaluation#Indonesia#Rupiah#Hong Kong Dollar#Red Chips#Instability
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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