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Market Wraps
hong kong
Latest news and analysis on hong kong
Property
December 12, 2022 09:25
A tale of two cities: Singapore and Hong Kong
As economies around the world recover from the Covid-19 pandemic, demand for global talent has intensified. This has played out in a pronounced way among two...
Corrine Ng
Dexus Real Estate Securities
December 12, 2022 09:25
Education
March 23, 2020 15:05
Why the worst is behind China
Escaping the trade wars that defined the end of 2019, Asian markets were met with yet another challenge in 2020 – COVID-19. Asian markets took the hit from COVID-19...
Joohee An
Mirae Asset Management
March 23, 2020 15:05
Macro
January 17, 2020 17:15
Christmas Crises; Missile Strikes, Bushfires, China & Trade Deal | Nucleus Investment
Insights
The topic of today's discussion was the array of crises that kicked off or continued over the holiday period, including U.S Missle Strikes in Iran and if this could...
Damien Klassen
Nucleus Wealth
January 17, 2020 17:15
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Macro
December 24, 2019 08:30
China’s Stealth War, with General Robert Spalding | Nucleus Investment
Insights
If there’s just one of our episodes you view this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to...
Damien Klassen
Nucleus Wealth
December 24, 2019 08:30
Investment Theme
November 25, 2019 10:39
A week on the ground in Hong Kong
Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was...
Curtis Cifuentes
Avenir Capital
November 25, 2019 10:39
Macro
October 21, 2019 10:02
The Bull Macro case under the Microscope
What could go right? In this wire, I’m taking a break from pessimism. I want to play devil’s advocate and explore what could go right with economic growth and...
Damien Klassen
Nucleus Wealth
October 21, 2019 10:02
Investment Theme
October 17, 2019 10:14
Hong Kong in Turmoil
When Hong Kong citizens took to the streets in March this year, most observers expected a short disruption to life in the city.After four months, police have fired off...
Steve Johnson
Forager
October 17, 2019 10:14
Macro
October 10, 2019 10:25
Is it just me or are China’s reactions increasingly unhinged?
Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems...
Damien Klassen
Nucleus Wealth
October 10, 2019 10:25
February 16, 2018 14:35
China: What to Expect in the Year of the Dog
Mary Manning
Alphinity Investment Management
February 16, 2018 14:35
April 21, 2016 19:13
ANZAC day special: Are Macau gaming stocks a safe(r) bet?
Chad Slater
Ellerston Capital
April 21, 2016 19:13
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