Hang Seng Index Constituents 16th June 2022
A better way to think of the Hong Kong Market in the current cycle is that it has both US & China's economic headwinds and requires sharply...
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Hang Seng Index Constituents 8th June 2022
I got Alibaba spectacularly wrong. The government allowed the release of new games and eased some restrictions on the tech sector.
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Hang Seng Index Constituents 2nd June 2022
The government has taken several steps to improve supply-side restrictions on first and second homes. PBOC has added policy support by cutting...
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Investors fearful of a possible recession
What is scaring investors in such a big way? There are several factors, but the newest one is the fear of an incoming global “recession”
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A frustrating month for markets
After almost 2 years of rising stock prices, and falling yields, 2022 started in a frustrating way. Most of the equity indices are negative YTD,...
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