Archive for October, 2010
File not found. Quantitative Easing (Part 3): Why it would NOT work
In the final part of the series, I explain why QE would (or will) fail.
Markets. 12 October, 2010, 9:00
Asia Investment Views 12 Oct
News round-up for US trading, and news for Asia in the morning.
Markets. 11 October, 2010, 21:22
US Investment Views 11 Oct
Currency War is mounting; CNOOC to buy oilfield in US; Microsoft to launch mobile phone operating system.
Economy. 11 October, 2010, 19:21
Nobel Prize for Economics announced
Nobel Prize for Economics was awarded Peter A. Diamond, Dale T. Mortensen and Christopher A. Pissarides “for their analysis of markets with search frictions”.
Breaking News: China to raise banks’ deposit-reserve ratio by 50 basis point
China unexpectedly tighten monetary policy.
Politics & Society. 11 October, 2010, 17:41
Second Cold War (part 1): The History of Globalisation
In this series, I discuss whether we are on the verge of second cold war.
Hong Kong, Real Estate. 11 October, 2010, 14:37
Buying apartments = grocery shopping
Wenzhou people buy apartments as if they were buying oranges.
Markets. 11 October, 2010, 9:24
Asia Investment Views 11 Oct
This week’s focus in HK/China: currency war and HK policy address
Quantitative Easing (Part 2): How it would NOT work
There was only one country which did it before the Great Financial Crisis, and they failed.
Markets. 11 October, 2010, 0:21
Week in review 4 to 9 Oct 2010
Economic data have been mixed. But now, bad data will be interpreted as good news.
Cross asset, Markets. 10 October, 2010, 22:44
Five criteria to identify asset bubbles
How to identify the next bubble? Here are 5 simple criteria.
Markets. 10 October, 2010, 16:00
G20 has to stop currency war, said IMF’s official
IMF official urged to stop currency war.
Markets. 10 October, 2010, 14:10
Joseph Yam: Financial markets chaos
Warnings from the former central banker of Hong Kong.
Companies. 9 October, 2010, 22:38
Hang Lung Properties: a successful business will come with price
Hang Lung Properties’ success did not come easily, but it nevertheless came, somehow.
Markets. 9 October, 2010, 3:24
BUY? SELL? HOLD?
The visibility to the future is now at its record low. No wonder sell-side analysts tell clients to HOLD.
Markets. 9 October, 2010, 0:24
Job data and stock market
The Fed has so far done nothing, except they made everyone believe that they will do something at some point. If they ended up doing less than what they made you believe they would do…
Quantitative Easing (Part 1): How it would work
In this series, we explain “quantitative easing”. In part I, we describe how it is operated and the objective of such operation.
Markets. 8 October, 2010, 21:22
US Investment Views 8 Oct
Latest employment numbers are mixed at best. Headed for a flat opening.
Economy, United States. 8 October, 2010, 21:02
Data flash: US employers cut 95,000 jobs, unemployment held at 9.6%
Data flash report: US employment data are mixed. Of course, they are by no means good.
Markets. 8 October, 2010, 9:26
Asia Investment Views 8 Oct
Mixed and confusing. No exciting news flow, and if there is, those news are just confusing.