China: Mild Improvement in Trade, but Capital Outflows Accelerate Further
The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...
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Hong Kong: Watershed Polls May Strain Ties with China Further
Record turnout, shift to more “localism”: On 4 Sep, Hong Kongers turned out in record numbers (58% - five percentage points higher than four...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop -Â Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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Softer September with a Stronger USD
September weakness is viewed as a buying opportunity near ideal S&P support at 2,120. Weakness falls within corrective parameters as long as we...
314 Views
Implications of HK Marriage Trends
Marriage is declining in popularity in Hong Kong, particularly among educated women. Hong Kong already has one of the lowest fertility rates in the...
316 Views