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Doing an Odd Thing – Hong Kong

Strategy Report ·David Roche ·21 May 2025

Doing an Odd Thing – Hong Kong Investment Conclusion I am buying some HK equities. HK assets are a diversification of US policy risks. The worse it goes for the US, the more money pours back into HK. The HK$ peg does the rest. The inflows surge domestic liquidity. …

#Hong Kong#Hong Kong Dollar#Hong Kong Equities#Hong Kong $ Peg Read More
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Taiwan & HK: Butterfly Wings & Chaos?

Strategy Report ·David Roche ·06 May 2025

Taiwan & HK: Butterfly Wings & Chaos? Investment Conclusion. The Taiwanese dollar (TWD) and the Hong Kong dollar (HKD) are under upward pressure. There are idiosyncratic reasons for this delved into below. But the real culprit is the fall of confidence in the…

#Currency (US Dollar)#US Sovereign Debt#US Tariffs#US Dollar#Hong Kong#US Treasuries#Taiwan's Economy.#Hong Kong Dollar#Taiwan Read More
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East Asia

Archive Report ·David Roche ·22 Jan 1998

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#US#China#Yen#JGBs#Europe#Equities#Strategy Archive#Economy#Crisis#Devaluation#Hong Kong Dollar#Red Chips#Financial Assets#East Asia#Indonesia Read More
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East Asia

Archive Report ·David Roche ·22 Jan 1998

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Indonesia#Rupiah#East Asia#Devaluation#Red Chips#Instability#Japanese Yen#Economy#Equities#Crisis#JGBs#Politics#China#Strategy Archive#Hong Kong Dollar Read More
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