Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.
Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.
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Macro Overview #2: A Review of Recent Events Impacting Our Investment Themes.
Is China going to embark on QE? Exchanges raise margin requirements to slow gold's ascent. US and Japanese stock markets look increasingly at risk
373 Views
Luk Fook 590.HK – Losing Its Shine?
Despite temporary hiccups, the company is geared to the rising trends of rising gold prices and demand by Chinese consumers. Sales are at a pre...
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Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -​Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
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Inflation Takes Centre Stage - QE Coming?
​Inflationary pressures in the US are evident, putting more pressure on the JPY. US banks may be engaging in a back-door quantitative easing with...
419 Views