Archive for October, 2010
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Markets. 31 October, 2010, 21:35
Week in review 25 to 30 Oct 2010
The coming week will be a very eventful week, with the three most powerful central banks making rate decisions, as well as US mid-term election.
Three reasons why markets will correct after QE2, no matter what
A friend of mine came up with 3 reasons why stock markets will correct no matter how much money the Fed will drop into the system
Politics & Society. 30 October, 2010, 1:59
The future of Hong Kong: Real Estate Tycoons and Monopoly
Hong Kong Real Estate made some people rich. With money, there comes power to dictate what consumers can choose from.
Markets. 29 October, 2010, 20:44
US Investment Views 29 Oct
Asia markets drop. AIA (1299.HK) had a strong debut in Hong Kong today. Eurozone unemployment is high, and Greece bond yield increases. US GDP growth in-line with estimates.
Economy. 29 October, 2010, 15:39
A closer look at India as an outsider
Perhaps next super-power will be English-speaking, but with a strange accent.
Markets. 29 October, 2010, 9:24
Asia Investment Views 29 Oct
US was mixed, Europe was, Japan is down. Dollar is stable and slightly strengthening. Mixed picture for Hong Kong.
Markets. 28 October, 2010, 19:42
US Investment Views 28 Oct
Asia markets were mixed, while European markets are doing well as of now. The dollar weakens, and we will have the weekly jobless claim data due later today.
Markets. 28 October, 2010, 9:00
Asian financial markets preview 28 Oct
US and European markets were mostly down with the exception of US techs. Worries are again looming on Greek and Portugese debt, and now people think the size of QE2 might disappoint.
Politics & Society. 28 October, 2010, 8:48
The future of Hong Kong: “High Land Price” Policy
The so-called “High Land Price” policy is not doing good to Hong Kong at large, but abolishing this policy is easier to be said than done.
Economy, United States. 28 October, 2010, 3:16
Cash hoarding and slow investments – evidence for the failure of QE
Data and reports showed that companies in US are hoarding cash and investing very little. This is just another piece of evidence on why QE will not work.
Markets. 27 October, 2010, 20:09
US Investment Views 27 Oct
Asia and Europe markets were sort of mixed. P&G and Comcast reported better-than-expected earnings. US futures are down. Expecting durable goods order and new home sales data later.
Economy. 27 October, 2010, 17:15
Is the 21st century really Chinese?
Many people think the 21st century is China’s century. But digging deeper into the numbers, you might want to change your view.
Markets. 27 October, 2010, 9:14
Asia Investment Views 27 Oct
US markets were flat while Europeans were down. Home prices in HK is rising and have no sign of slowing. Bank of China and Agricultural Bank of China will announce Q3 earnings today.
Economy, United States. 27 October, 2010, 0:47
Home prices drop: United States vs. Hong Kong
I thought we might have some more insight by comparing the post-peak home prices movements, but the only insight I have got is: US home prices did not really drop much… compared to Hong Kong.
Markets. 26 October, 2010, 18:45
US Investment Views 26 Oct
Asia was down with some spectacular drop in ASX and BYD. UK economy grew faster than expected, although nothing to be cheerful of. US futures are slightly down, pointing to lower opening
Economy, United Kingdom. 26 October, 2010, 17:47
United Kingdom: Growth?
Although growing faster than expected, I am very sceptical about UK’s economic prospect amid spending cuts.
Politics & Society. 26 October, 2010, 17:14
The future of Hong Kong: Foreword
There are many problems in Hong Kong. In this on-going multi-part series, I will attack the key problems and, by the end of it, propose my solutions.
Markets. 26 October, 2010, 9:15
Asia Investment Views 26 Oct
US market was up last night, but BAC and JPM got crushed. DXY stabilised, so don’t be too excited about stocks today.
Politics & Society. 26 October, 2010, 0:04
Second Cold War (part 4): Conflicts and Compromises
In the final instalment, I wrote about how the super-powers will need to work together to solve problems, and how they get the other party to do what they want by playing the economic card.
Markets. 25 October, 2010, 20:46
US Investment Views 25 Oct
Asia ex-Japan was up, while Japan was down. US dollar returned to its downtrend, so everything except US dollar rise. Expect higher opening in US today.