Market Thinking

making sense of the narrative

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Category: Hong Kong

Take the long way home…

The return to Hong Kong has finally arrived, after the HK authorities dropped their ridiculous three week wash-out plus three week hotel quarantine requirements, that had made a ‘desk to desk’ transition period of six weeks. But the inefficiencies, not Read more…


Hong Kong Securities Law

NB. We are grateful to Andrew Sullivan for providing this translation. Chapter I General Principles Article 1 This Law is enacted, in accordance with the Constitutionof the People’s Republic of China, the Basic Law of the Hong Kong Special Administrative Region of the People’s Republic of China, and the Decision of the National People’s Congress on Establishing and Improving the Legal System and Enforcement Mechanisms for Safeguarding National Security in the Read more…


China tells Pompeo, “I know what you did last Summer”

Today’s announcements from China need to be seen in the context of the last two years of steadily intensifying interference in Chinese affairs by the US as part of the new Cold War. At the 13th National People’s Congress we Read more…


I see what you did there..

The sudden escalation of violence in Hong Kong and the dramatic and telegenic use of incendiary devices ensured that Hong Kong dominated the global 24/7 news cycle over the last two weeks, culminating in an Alamo style standoff at one Read more…