Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Archive for 2010

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Markets. 5 November, 2010, 21:06
US Investment Views 5 Nov
Up, up, and up. The QE2 is doing its magic, and now the payroll number came in much better than expected.
Markets. 5 November, 2010, 14:57
Trade Irish Bonds, Would You?
Warning for Irish bonds came from the clearing house, but investors in other markets are still happy because Bernanke is running the printing press “as fast as he can”
Markets. 5 November, 2010, 9:14
Asia Investment Views 5 Nov
US and European markets rose on weak dollar. Hang Lung Properties to raise capital in a share placement.
Economy, Europe. 4 November, 2010, 21:30
Europeans say NO to QE2
While the Fed did QE2, the Europeans have shown little love for that.
Markets. 4 November, 2010, 20:26
US Investment Views 4 Nov
The Fed decision for QE2 made everything rose, except US dollar.
Markets. 4 November, 2010, 9:00
Asia Investment Views 4 Nov
Here comes the QE2, but it is not a silver bullet. Problems are all around, and you will not know when it explodes
Markets. 3 November, 2010, 21:08
US Investment Views 3 Nov
Asia and Europe were largely up. Republicans regain the House. All eyes on the Fed today.
Economy, United States. 3 November, 2010, 19:00
What can the Fed do today?
Admit it, the Fed is running out of ammunition. The fact that they have to contemplate QE2 is an evidence that it did not work last time. Better don’t place too much hope on QE2.
Hong Kong, Real Estate. 3 November, 2010, 18:35
Hong Kong Property: Floor Area Inflation
The disappointing land auction result highlighted a weird aspect of Hong Kong Real estate Development.
Markets. 3 November, 2010, 9:06
Asia Investment Views 3 Nov
US and European markets were up. The democrats are poised to lose the House. Land auction today in Hong Kong.
Politics & Society. 3 November, 2010, 0:35
It’s the economy. Not stupid, they knew it, I guess.
Two years ago, I knew Barack Obama would be bound to disappoint. After the expected defeats for the democrats in the House, I want to see bipartisanship in dealing with economic issues.
Markets. 2 November, 2010, 20:37
US Investment Views 2 Nov
Asian markets were more or less flat while Europe is currently higher. India and Australia raised interest rates. FOMC meeting starts today, and the GOP is set to regain the House today.
Economy, World. 2 November, 2010, 15:50
The tale of two economies: cold vs. overheat
India’s and Australia’s central banks raised interest rates, highlighting the divergence of economies between the East and the West
Politics & Society. 2 November, 2010, 14:45
The future of Hong Kong: Reduced Upward Mobility and Generation War
The old success stories of Hong Kong fooled people in believing that it is going to repeat. Unfortunately, it is much less lucky for young generation. Generations are bound to be in conflict.
Markets. 2 November, 2010, 8:55
Asia Investment Views 2 Nov
US market was flat after report on the probe on JPMorgan. Not much important in HK/China side. All focus will be on Mid-term Election.
Markets. 1 November, 2010, 20:00
US Investment Views 1 Nov
HK/China and Europe were up on PMI figure. US futures are up now. Focus this week: mid-term election and FOMC.
Economy. 1 November, 2010, 17:11
Banking: still bright?
Mervyn King thinks fractional reserve banking should be abolished. I would rather have all these banks to stop gambling.
Markets. 1 November, 2010, 8:57
Asia Investment Views 1 Nov
This week focus will be on the Fed and Mid-term Election. In Hong Kong, there will be another land auction this week.
Politics & Society. 1 November, 2010, 0:59
The future of Hong Kong: Complacent Chaps
Hong Kong is governed by a group of people who are too complacent to a point that they fail to keep up with latest trend and knowledge, and fail to recognise threats and opportunities.
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.