RTHK the close discussion of China - impacts of Trump appointments & Tariffs and the never ending question of whether Chinese stimulus is fit for purpose. Read More

David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th... Read More

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

CNBC Squawk Box Asia David Roche & Martin Soong- the economic fall out of Trump Presidency and why geo economic uncertainty and market volatility are set re- marry after a long divorce! Read More

Money talk with Peter Lewis, Mark Nicholson and Barry Wood on the US Election, China NPC Standing Committee & the US Fed Read More

The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - ... Read More

The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation. 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

RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More