 Econote No. 116: An Existentialist explanation of what on earth is going on in the markets. October 5 2023. |
| Econote No. 115 Ten precepts of Family Succession Planning ( FSP) and the role of education. Sept 29 2023. |
| Econote No. 114 Equities: What to invest in now, in the yearend and in 2024. Sept 21 2023. |
| Econote No. 113 China and Hong Kong: Long Covid and the dawn of “Malaise Economics”. Jul 11 2023. |
| Econote No.112 The “A1 revolution”: A cautionary tale and its investment consequences. May 19 2023. |
| ECONOTE No. 111 Investing in the Defence sector Part I: The basic analytics 6 March 2023. |
| ECONOTE No. 110 Making sense of 2022 and a Defense ( pun intended) for 2023 Nov. Dec. 2022. |
| ECONOTE No. 109 : Covid, Ukraine, ESG, Green Financing and Carbon Trading: Where to invest Aug/Sept 2022. |
| Econote No. 108 Current inflation and why higher interest rates will be ineffective in controlling it. July 30 2022. |
| Econote No. 107 It ain’t over till the fat lady sings: Investment suggestions in a Covid and Crashing world. July 4 2022. |
| Econote No. 106 IPCC Climate Change 2021. The UN report- Read and weep. August 17 2021 |
| Econote No. 105 The Tokyo Olympics: Some thoughts on the political economy of the Game. August 10 2021 |
| Econote No. 104: Chinese stocks and regulators: basic facts and even more basic truths. July 28 2021 |
| Econote No. 103 Asian equity markets outlook: Valuations, interest and forex rates. June 31-July 10 2021 |
| Econote No. 102 Q:Are Financial Markets Casinos? A:Most definitely not! May 31 2021 |
| Econote No. 101 Carbon Neutrality and Zero Carbon: A guide to a minefield. April 30 2021 |
| Econote No. 100 The Greater Bay Area in 10 easy steps, Mar. 26 2021 |
| Econote No. 99 CPI inflation concerns in the US based on money growth are unfounded, Feb. 28 2021 |
| Econote No. 98 Assessing the impact of ESG on share prices and of the Covid 19 on ESG. Jan.27 2021 |
| Econote No. 97 Why the year 2020 and CV19 taught us nothing Dec. 31 2020 |
| Econote No. 96 The PRC and Hong Kong:Uneven recovery, the role of GBA and the president-elect Biden Nov. 12 2020 |
| Econote No. 95 The Hong Kong property sectorr:Assessing the bear market Oct. 20 2020 |
| Econote No. 94: A snapshot of Asian economies: A very diverse performance. Sept. 7 2020 |
| Ecosnap No. 10, The Hong Kong property market: Sleepwalking to a steep decline. August 3 2020 |
| Ecosnap No. 9, The impact of the Hong Kong Autonomy Act on Hong Kong’s exports: Little to nothing. July 17 2020 |
| Econote No. 93, Valuing equities with unknown unknowns. June 17 2020 |
| Econote Briefing Quantum Physics and Economics. May 30 2020 |
| Ecosnap No. 8, Asia’s GDP growth and Covid-19. July 17 2020 |
| Ecosnap No. 7, How to lose money by buying cheap during crises. July 7 2020 |
| ECONOTE No 92: The world and capitalism after Covid 19- Same as we know it. April 14 2020 |
| ECONOTE No 91 Covid 19: A grotesque solution/resolution to global and local issues and problems? April 5 2020 |
| Ecosnap No. 6, Three simple thoughts on this crazy world March 18 2020 |
| Econote No. 90: Epidemic controls, climate change policies and some lessons for Asia and the world March 8 2020 |
| Econote No. 89, February 6 2020, Existentialist puzzles: Coronavirus, Equities, Brexit and the Environment |
| Ecosnap No. 5, December 16 2019, Forecasting Brexit: Explaining but no excusing the the “No Brexit” forecast |
| Econote No. 88, November 11 2019, Hong Kong: A quantitative analysis of the impact of the politics of violence |
| Econote No. 87, October 27 2019, The certain path to failure: Confuse tactics with strategy |
| Econote No. 86, September 29 2019, The US-china tariff war and its impact on Asian exports and economies |
| Econote No. 85, August 23 2019, The truth at last: HK and instability, the impact of the Trade War, Asian Yield Curves |
| Ecosnap No. 4, July 31 2019, How does political instability impacts Hong Kong’s economy and financial markets ? |
| Econote No. 84, June 31 2019, Economic selfies of G3 and of some others |
| Econote No. 83, May 8 2019, Brexit: Trade and Democracy issues |
| Econote No. 82, March 31 2019, An Asian cheap and cheerful cheat-sheet9 |
| Ecosnap No. 3, March 15 2019, Brexit: Two statements, five bullet points and two quotations |
| Econote No. 81, Feb 28 2019, Global equities and bonds: A simple guide for the bored and disinterested |
| Econote No. 80, Jan. 31 2019, India and Brazil: A study in comparative populism. |
| Econote No. 79, Dec 31 2018, This is NOT a “Global Outlook for 2019” ! |
| Econote No. 78, Nov 29 2018, Global economies and markets: What, Why, How and Where it is going on ? |
| Econote No. 77, Oct 28 2018, Crypto currencies : Digital aberations as ever. |
| Econote No. 76, Sept 23 2018, Global stock markets: What is going on ? |
| Ecosnap No.2, September 16 2018, Brazil and Argentina: From politics to economics and back in 30 seconds |
| Econote No. 75, August 28 2018, Weaponising forex rates in the tariff war: The case of the CNY |
| Ecosnap No. 1, August 26 2018, The Turkish crisis in nutshell |
| Econote No. 74, July 31 2018, The 2007-8 cries and the present “trade war”: Don’t believe in “fake news” |
| Econote No. 73, June 24 2018, “Trade wars” with focus on China and Asia |
| Econote No. 72, May 28 2018, Investing in real assets, Part I |
| Econote No. 71, April 30 2018, Save your time, here is a “swot blog” on the the US, EU and Japan |
| Econote No. 70, March 30 2018, USD Interest rates and Asian local rates: The great , lovely disconnect continues |
| Econote No. 69, February 12 2018, China and Latin America: The New Nexus |
| Econote No. 68, January 29 2018, Do not believe in headline investment gains ! |
| Econote No. 67, December 30 2017, Keep totally clear of any form of crypto currencies and ICOs. Please! |
| Econote No. 66, November 23 2017, “Bitcoins”: From abject ignorance to disaster and back again. |
| Econote No. 65, October 22 2017, MIFID2: Should anyone pay for research? Part II |
| Econote No. 64, September 26 2017, MIFID2: Should anyone pay for research? |
| Econote No. 63, August 26 2017, Plain sailing: Shipping freight rates, commodities and oil |
| Econote No. 62, July 21 2017, Real assets investment in a disconnected “global” economy |
| Econote No. 61, June 13 2017, “Cheer up, things could get worse! So I cheered up and things GOT worse!” |
| Econote No. 60, May 25 2017, The Paralipomena of the “global” economy. |
| April 27 2017, A short message to our readers. |
| Econote No. 59, March 19 2017, Why facts matter Heisenberg and quantum physics meet the US trade deficit. |
Econote No. 58, Feb 12 2017, Trump outlook for 2017 for the smaller Asian economies.
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Econote No. 56, Jan 13 2017, Starting the year with the minimum of blah and maximum of facts.
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Econote No. 55, Nov 5 2016, Thailand Russia and Brazil.
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Econote No. 54, Sept 11 2016, The G3 economies Yet another guide for the perplexed.
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Econote No. 53, August 21 2016, Asia A summary of developments mostly good.
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Econote No. 52, July 17 2016, There is a great more to negative yields than meets the eye.
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Econote No. 51, June 25 2016, Brexit An epistemological analysis.
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Econote No. 50, June 12 2016, Asian interest rates and USD interest rates and yields.
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Econote No. 49, May 5 2016, Demystifying the decline in world trade growth.
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Econote No. 48, April 11 2016, Meanwhile back in Asia.
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Econote No. 47, March 13 2016, More ideas on investing in real assets in 2016.
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Econote No. 46, Feb 22 2016, Why China does not matter and why we should not worry about it.
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Econote No. 45, Jan 25 2016, An alternative to panic Investing in real assets in 2016.
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Econote No. 44, Dec 29 2015, The investment outlook for 2016 and similar blah blah.
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Econote No. 43, Nov 19 2015, Shipping rates world trade and commodities.
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Econote No 42, October 30 2015 : What’s up with Asia? Where, when and what to invest in.
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ECONOTE NO 41 SEPT 29 2015, What and why it is going on? Will it stop, and if so, when?
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ECONOTE N0 40 SEPT 7 2015, China and its impact on equity markets and on the G3 economies
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ECONOTE NO 39 AUG 16 2015, Summarizing global investment suggestions (and the meaning of life as well…)
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ECONOTE NO. 38, JULY 20 2015, Asia:Greece and China-postmortem and investment suggestions
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| ADDENDUM ON GREEK REFERENDUM, 5 JULY 2015, Referendum results and it impact on Asia |
| IMPROMPTU ECONOTE, 4 JULY 2015, The Greek crisis and the consequences for Asian Investors |
| ECONOTE NO. 37, 15 JUNE 2015, Asia: Some of the rest but not necessarily the best: Singapore, Malaysia and Taiwan |
| ECONOTE NO. 36, 30 MAY 2015, Lest we for forget the BRICs ( or BRT ?): Read on…. |
| ECONOTE NO 35, 19 May 2015, Asia: The Good, the Bad and the Beauty-chellenged |
| ECONOTE NO 34, 29 April 2015, So what next in global markets ? ( With a weary look at China-Hong Kong ) |
| ECONOTE NO 33, 4 April 2015, Asian interest and exchange rates: Don’t believe headlines |
| ECONOTE NO 32, March 18 2015, Greece: An Arctic Winter |
| ECONOTE NO 31, March 2 2015, India and China: Policy Choices |
| ECONOTE NO 30, February 9 2015, Latin America and China |
| ECONOTE NO 29, February 2 2015, Suggested asset allocation at a hiatus stage |
| ECONOTE NO 27, January 23 2015, Some weak links: Russia, Brazil and Greece |
| ECONOTE NO 26, December 29 2014, What to look for in 2015 |
| ECONOTE NO 25, December 4 2014, Why the Fed will not hike rates in 2015 |
| ECONOTE No. 24, November 27 2014, Asianrates and yields-the outlook for 2015 |