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
06 Mar 24
China's 'Twin Meetings' - The Big Flop
#Finance#Politics#China#Strategy Archive#Economy#Hong Kong#International Relations#Social Policy#Human Rights#Security Law#People's Bank of China
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
20 Apr 23
Hong Kong - Hitting The Buffers
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
06 Aug 20
How Small Things Connect To Big Things And Big Things To Everything
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 May 20
The Bell Tolls
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
11 May 20
Hong Kong - Trouble Brewing
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
24 Feb 20
MM COVID 19 — Macro Replacing The Human Risks
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
13 Jan 20
Taiwan - Democracy Rules Ok
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
20 Dec 19
China, Taiwan & Hong Kong - A Nexus Made In Hell
#US#Asia#Trade#Security#Politics#Taiwan#Strategy Archive#Economy#United States#Hong Kong#International Relations#Chinese Communist Party (CCP)#Independence
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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