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Featured

China

11 March 2021

What's up with China's property market?

Evergrande, the real estate darling of China. At first glance, it appears like a straight-A student. However, it would take a prudent investor just five minutes of legwork to reveal that this company is, in fact, a troubled child.

David Belle

Featured

09 March 2021

Market Amnesia Still Not Cured

Back in January, I wrote the post below, outlining my views towards the 'amnesia' the market was experiencing, with irrational views about what the Fed would do next, and yes, that word 'inflation' was all important.

David Belle

Featured

Central Banks

21 November 2020

Central Banks: What Do They Do?

The Bank of England. The European Central Bank. The Federal Reserve. The Bank of Japan. You've probably heard of one of these if you have had the slightest bit of interest in financial news over the past ten

David Belle

Latest

16 April 2021

🔔 UK tech IPO's - making Britain great again

Britain has never been anything other than Great, but I needed the headline... The wave of UK tech IPO's continues this month...

Tim Vollans

16 April 2021

The Archegos factor: Don't let FX hedge funds eat you due to greedy banks

First it was the Swiss National Bank exercising its prerogative. Next it was the government and its lockdowns. Now it's the fragility of the risk management procedure in the banks....

Tim Vollans

16 April 2021

AM Notes: China Spotlight

What is more important to the CCP if it comes to the crunch... Maintaining domestic credibility in pursuing policy goals or temporarily sacrificing overseas investor confidence?

Tim Vollans

Premium

16 April 2021

AM Notes: China Spotlight

What is more important to the CCP if it comes to the crunch... Maintaining domestic credibility in pursuing policy goals or temporarily sacrificing overseas investor confidence?

Tim Vollans

15 April 2021

AM Notes: Retail sales and great expectations

When everyone's expecting a data point to beat expectations is it actually a beat?

Tim Vollans

14 April 2021

AM Notes: All positive down under

RBNZ on hold (until (2025?), Aussie consumer sentiment higher, USD unloved as yields tick lower

Tim Vollans