Market Thinking

making sense of the narrative

Browsing:

Month: September 2019

Hong Kong Property watch

An important story in the South China Morning Post today quoting Meng Xiaosu, the so called Godfather of Chinese Real estate who led Chinese property reform in the 1990s. Speaking at an awards dinner on Thursday night in Shenzhen, the Read more…


Passive Risk

A number of commentators have picked up on the Bloomberg news story about passive investing, to wit that Michael Burry, one of the key figures in the book The Bg Short, has highlighted passive investing as ‘the next bubble’. Normally Read more…


The UK approaching end game

The extra-ordinary activities in the UK House of Commons continue to drive the narrative about the UK – which as noted the other day has been dominated by an assertion that ‘No Deal’ will presage some mighty economic disaster. For Read more…


Hong Kong – some good news

It was announced this afternoon that Carrie Lam, the Hong Kong Chief executive is to announce a formal withdrawal of the Extradition Bill that started all the protests back in the Spring. It will be presented as streamlining the legislative Read more…


Hong Kong

The original protests in Hong Kong began back in March and were both very large and largely peaceful. The catalyst for literally millions of Hong Kongers to march was a proposed law allowing for extradition from Hong Kong to Taiwan Read more…