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December, 2011
Finding your edge Lehman Brothers’ collapse defined the 2008 financial crisis but, beyond the immediate market crashes, the ramifications really hit in 2011. The year climaxed with the loss in August of America’s triple-A status by one of the major credit-rating agencies. The ...

November, 2011
Do you believe in magic? The twin solvency crises of the West are increasingly likely to be overcome only with the aid of emerging markets. The question is at what price. The eurozone crisis is notable for its intractability. Europe has wealth, but it lacks a ...

October, 2011
The real risk asset The price of gold flirted with $19,000/oz at the beginning of September but ended the month touching $16,000. The rapid sell-off has lifted the veil: gold is not a safe haven. It is a speculative bet against G4 currencies. September saw a similar exit from many asset ...

September, 2011
Downgrading the China model The paradox of America losing its coveted AAA rating from one of the ‘big three’ credit rating agencies and soaring global demand for its Treasury bonds signal that China’s mercantilist currency policy is running out of steam. The United States ...

July, 2011
The conservative investorThis summer looks like one of indecision, as the world holds its breath to see what happens: if the US Congress really does allow a default, however technical or temporary; if the seemingly inevitable restructuring of Greek debt reveals an AIG-like underwriter of ...

June 2011
Fifa World or Bretton Woods?One of the most amazing outcomes of American post-wardiplomacy is the creation of institutions and rules with realteeth. These are embodied in the United Nations, the World Bank,the International Monetary Fund and what evolved into theWorld Trade Organization.The ...

May, 2011
It’s not about the FedAs AsianInvestor heads to press in late April, investors in Asia areconcerned about the United States and what the Federal ReserveBank is going to do once its $600 billion asset-purchasingprogram concludes in June.Quantitative easing, as the strategy has been termed, has ...

April, 2011
Big noises, quieter changeWe live in a world of headlines that drive market reactions.Poor Japan, struck by a record earthquake and a tsunami that has devastated the entire region around Sendai, its woes compounded by the threat of a nuclear catastrophe.The Middle East, where the promise of the ...

March, 2011
From tigers to TahrirThe Arab uprising of 2011 reminds me of an excellent booktitled “When Asia was the World”. Written by Stewart Gordon, anAmerican academic, it portrays a diverse cast of people spanningAsia in space and time, from China to India to the Muslim landsstretching to Cordoba, over ...

February, 2011
Who leads the Asian CenturyForeign Policy, the establishment magazine for Americaninternationalism, recently ranked its top 100 “globalthinkers”, which it bills as a list of the most rel evant intellectsin a world where American power has been matched by the“rise of the rest”.Although Brazil and ...

December, 2010
Where the danger liesHere in Hong Kong, we’re feeling pretty good about 2010.Property prices are up. Stocks are up. ‘Brand China’ is up. TheWest? Pfft. America’s stuck with chronic unemployment andas for the eurozone…ha ha ha. In contrast, our town is buzzing:good luck getting that Friday night ...

November, 2010
Greater China becomes an asset class, part 2: the RMBThe internationalization of the renminbi in Hong Kong iscentral to allowing a much greater degree of investor access toChina, and over the coming decade will turn the idea of GreaterChina as an asset class into reality. Here are my key ...

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