The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... Read More
RTHK Discussing: likely outcome of China's NPC Standing Committee on Nov 4 to 8; the results of the Japanese election what does instability do for assets; and the inevitable discussion of the US election,. Read More
Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand. Read More
RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now? Read More
The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If". Read More
Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically. Read More
RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More
David Roche appears on Peter Lewis' Money Talk Podcast and discusses the impact of the latest news from the USA and China. Read More