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 Second Trump Administration stands up-front and central to any market forecast this year. It is not an add-on to any existing macro picture or cycle. It is hard not to predict the future without looking through a mirror that reflects everything you like or hate about the Ma... 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

I see the initial reaction of markets to the Trump victory as misplaced. Not that I thought KH was any good. But I do see high economic costs in Trump policies if implemented. I expect these to cause a bear market in most assets in 2025. Taiwan is my favourite short and the USD m... Read More