Archive for October, 2010File not found. US Jobs opening increase
Although the numbers were fine, these do not add any clarity to the future ahead.Currency War
If there is indeed a war, it will not be simply a “Currency War”, it will well be a Second Cold War
Markets. 7 October, 2010, 20:50US Investment Views 7 Oct
US jobless claims number was better than expected. It may signal an improvement. Or is it?
Markets. 7 October, 2010, 9:26Asia Investment Views 7 Oct
The sentiment of yesterday US trading was not very good, but it is probably not bad enough for an outright major correction
Markets. 6 October, 2010, 20:59US Investment Views 6 Oct
Although Asia and Europe were up today, data coming out from US are less than positive.
Economy. 6 October, 2010, 14:31Fiscal policy: Stimulus or Discipline?
Perhaps George Soros is right about what governments should be doing, but there was one government who did it and failed to achieve its objective
Markets. 6 October, 2010, 9:28Asia Investment Views 6 Oct
The markets in US and Europe were doing well with good ISM data and continued hope for QE2. Asia should do well today as well, for now.
Markets. 5 October, 2010, 21:19US Investment Views 5 Oct
Asia and Europe are doing fine today as BOJ are easing more. ISM number will be out today, we shall see.Can the world economy be decoupled?
Whether the rest of the world economy can be decoupled from the US may not be the most important question. Rather, we may ask if the world economy can be decoupled from China
Markets. 5 October, 2010, 9:10Asia Investment Views 5 Oct
US and Europe was down, and Japan opened lower. Investors seem to just start to feel the worries.
Markets. 4 October, 2010, 20:31US Investment Views 4 Oct
Europe is in red, and Germany market is declining for the 6th day. Things are not really good.Will there be a Double Dip Recession?
Double dip or not is not the question. The problem is there are many troubles head. Whether to call it a “double dip recession” or a “long-period of sluggish growth with occasional shocks” is up to you.
Markets. 4 October, 2010, 9:51Asia Investment Views 4 Oct
China is still closed, Japan is turning into a rally. Hong Kong may go higher on Premier Wen’s comment.
Markets. 3 October, 2010, 0:28Week in review 28 Sept 2010 to 2 Oct 2010
A week full of mixed data and unmemorable news. Your author continues to be cautious, and going to be defensive.Hong Kong Real Estate: What drives Hong Kong property prices
Almost every one in Hong Kong speculates the reasons for rising property prices, but does anyone really know the true reason?
Markets. 1 October, 2010, 19:19US Investment Views 1 Oct
HK/China is closed today, manufacturing data around the world are mixed, but China strength seemed to have provided a boost.
Markets. 1 October, 2010, 8:55Asia Investment Views 1 Oct
Welcome to the final quarter. Last month was good, last quarter was good, how about the final quarter?