Founder, Market Thinker

Mark Tinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Founder

Market Thinker

Making Sense of the Narrative

Macroeconomics

<ul><li>The DRAM supply demand gap has brought forth an IPO for the fourth player, CXMT of China, whose share price jumped almost 500% at the opening on the Shanghai STAR 50 exchange today.</li><li>The biggest IPO in China since 2010, it was oversubscribed by 570x for the institutional portion and 244x for the retail side.</li><li>For context, at an initial price of $1.28, that means Chinese retail had to lodge $1.2tn with the exchange</li></ul>

The DRAM supply demand gap has brought forth an IPO for the fourth player, CXMT of China, whose share price jumped almost 500% at the opening on the Shanghai STAR 50 exchange today.The biggest IPO in China since 2010, it was oversubscribed by 570x for the institutional portion and 244x for the retail side.For context, at an initial price of $1.28, that means Chinese retail had to lodge $1.2tn with the exchange

DRAMatic Price Moves