Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Alex Ng
Founder & Head of Research
•
Fortress Hill Advisors
Message
Follow
Location:
Hong Kong
Joined:
24 May 2024
140
Insights
37.2k
Views
25
Followers
Multi-Asset
•
Macroeconomics
•
Cross Asset Strategy
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Cross Asset Strategy
•
27 Oct 2024 16:58
U.S. Government Debt and Deficit––– Does It Matter?
Post-election U.S. fiscal policy may stress Treasury market due to budget deficit and rating agency downgrade risk, but 10yr yields above 4% offer...
Alex Ng
70 Views
Share
bearish
•
Macroeconomics
•
26 Oct 2024 17:33
China Banking System: Lessons from Japan
China plans to inject Yuan1trn into largest banks, merge weaker ones, but rising NPLs and debt pressure may limit lending growth and lead to...
Alex Ng
210 Views
Share
bullish
•
Macroeconomics
•
24 Oct 2024 17:27
A Mature Fed Easing Cycle and 2yr Treasury Yields
The article discusses the impact of expected Fed cuts on 2yr yields and the potential for a shift towards a yield premium versus 10yr yields as...
Alex Ng
110 Views
Share
bearish
•
Macroeconomics
•
23 Oct 2024 17:54
China Big Corporate Debt Deleveraging
Private companies have reduced debt, but central and local SOE's still hold the majority, putting pressure on fiscal policy. LGFV debt swap may...
Alex Ng
244 Views
Share
bullish
•
Cross Asset Strategy
•
22 Oct 2024 17:49
Mexico: More Institutional Changes in the Pipeline
Morena's growing power in Mexico, led by Claudia Sheinbaum, could shape the Supreme Court and push controversial policies, but economic challenges...
Alex Ng
162 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.39.3
x