CNBC News Talk: The Impact of Tariffs on China. Read More

RTHK The Close: Carolyn Wright speaks with David Roche, President and Global Strategist at Quantum Strategy, and Hugh Chung, Chief Investment Officer at Endowus about the news impacting the global financial markets. Topics include tariffs, AI and India. Read More

As a P.S. to the Rules of Thump - the Canadian, Chinese and Mexican Tariffs. My rough calculations of the Tariff hit to economies outside the US were included in the Friday (1/31) Update sent to you. But to summarise: The effect of these (1/31 Canadian, China & Me... Read More

Tariffs: Rules of Thump . This is a follow up to my e-mail to to you on Trump's Tariffs last Friday (1/31) & the 2 reports Astern (1/08) & The McKInley Factor (1/26). Cantext; The Mexico, Canada, China tariffs ("Tariffs 1/31") declared by President Trump so far ... Read More

Trump Delivers. President Trump has announced the imposition of 25% tariffs on imports from Mexico and Canada and 10% on imports from China. The tariffs will be effective immediately (Sat, Feb 1). At time of writing It is not clear whether there are exemptions (e.g. fo... Read More

DeepSeek disrupts Tech creating as many winners (AI users) as losers (the overhyped US Magnificent 7 and Chatbot purveyors). It puts Chinese selected tech companies back on the radar for international investors. But most of all it hefts China’s strategic position in the Greyzone... Read More

Peter Lewis Money Talk - a great discussion of US policy, the break down of alliances and investment implications; Federal Reseve independence and the USD; and whether measures to shut China out of tech will result in China passing the US out. Read More

President Trump inauguration speech. US$ may weaken for a while due to lack of immediate imposition of tariffs (in contrast with other policies like immigration) and statement that his administration would “ begin the overhaul” of trade with foreign countries. I don’t ex... Read More

Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum... Read More

RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More