Econotes Archive

ECONOTE NO63 Aug 2017Econote No. 63 August 26 2017 : Plain sailing: Shipping freight rates, commodities and oil
ECONOTE NO62 Aug 2017Econote No. 62, July 21 2017, Real assets investment in a disconnected “global” economy
ECONOTE NO61 June 2017Econote No. 61, June 13 2017, “Cheer up, things could get worse! So I cheered up and things GOT worse!”
ECONOTE NO60 May 2017Econote No. 60. May 25 2017, The Paralipomena of the “global” economy.
April 27 2017 A short message to our readersApril 27 2017, A short message to our readers.
ECONOTE NO59 MArch 2017Econote No. 59, March 19 2017, Why facts matter Heisenberg and quantum physics meet the US trade deficit.
ECONOTE NO58 Feburary 2017Econote No. 58, Feb 12 2017, Trump outlook for 2017 for the smaller Asian economies.
ECONOTE NO56 January 2017Econote No. 56, Jan 13 2017, Starting the year with the minimum of blah and maximum of facts.
ECONOTE NO55 November 2016Econote No. 55, Nov 5 2016, Thailand Russia and Brazil.
ECONOTE NO54 September 2016Econote No. 54, Sept 11 2016, The G3 economies Yet another guide for the perplexed.
ECONOTE NO53 August 2016Econote No. 53, August 21 2016, Asia A summary of developments mostly good.
ECONOTE NO52 July 2016Econote No. 52, July 17 2016, There is a great more to negative yields than meets the eye.
ECONOTE NO51 June 2016Econote No. 51, June 25 2016, Brexit An epistemological analysis.
ECONOTE NO50 June 2016Econote No. 50, June 12 2016, Asian interest rates and USD interest rates and yields.
ECONOTE NO49 May 2016Econote No. 49, May 5 2016, Demystifying the decline in world trade growth.
ECONOTE NO48 April 2016Econote No. 48, April 11 2016, Meanwhile back in Asia.
ECONOTE NO47 March 2016Econote No. 47, March 13 2016, More ideas on investing in real assets in 2016.
ECONOTE NO46 February 2016Econote No. 46, Feb 22 2016, Why China does not matter and why we should not worry about it.
ECONOTE NO45 January 2016Econote No. 45, Jan 25 2016, An alternative to panic Investing in real assets in 2016.
ECONOTE NO44 December 2015Econote No. 44, Dec 29 2015, The investment outlook for 2016 and similar blah blah.
ECONOTE NO43 November 2015Econote No. 43, Nov 19 2015, Shipping rates world trade and commodities.
ECONOTE NO 22 November 2014Econote No 42, October 30 2015 : What’s up with Asia? Where, when and what to invest in.
ECONOTE NO 22 November 2014ECONOTE NO 41 SEPT 29 2015, What and why it is going on? Will it stop, and if so, when?
ECONOTE NO 22 November 2014ECONOTE N0 40 SEPT 7 2015, China and its impact on equity markets and on the G3 economies
ECONOTE NO 22 November 2014ECONOTE NO 39 AUG 16 2015, Summarizing global investment suggestions (and the meaning of life as well…)
ECONOTE NO 22 November 2014ECONOTE NO. 38, JULY 20 2015, Asia:Greece and China-postmortem and investment suggestions
ECONOTE NO 22 November 2014ADDENDUM ON GREEK REFERENDUM, 5 JULY 2015, Referendum results and it impact on Asia
ECONOTE NO 22 November 2014IMPROMPTU ECONOTE, 4 JULY 2015, The Greek crisis and the consequences for Asian Investors
ECONOTE NO 22 November 2014ECONOTE NO. 37, 15 JUNE 2015, Asia: Some of the rest but not necessarily the best: Singapore, Malaysia and Taiwan
ECONOTE NO 22 November 2014ECONOTE NO. 36,  30 MAY 2015, Lest we for forget the BRICs ( or BRT ?): Read on….
ECONOTE NO 22 November 2014ECONOTE NO 35, 19 May 2015, Asia: The Good, the Bad and the Beauty-chellenged
ECONOTE NO 22 November 2014ECONOTE NO 34, 29 April 2015,  So what next in global markets ? ( With a weary look at China-Hong Kong )
ECONOTE NO 22 November 2014ECONOTE NO 33, 4 April 2015, Asian interest and exchange rates: Don’t believe headlines
ECONOTE NO 22 November 2014ECONOTE NO 32,  March 18 2015, Greece: An Arctic Winter
ECONOTE NO 22 November 2014ECONOTE NO 31,  March 2 2015, India and China: Policy Choices
ECONOTE NO 22 November 2014ECONOTE NO 30,  February 9 2015, Latin America and China
ECONOTE NO 22 November 2014ECONOTE NO 29,  February 2 2015, Suggested asset allocation at a hiatus stage
ECONOTE NO 22 November 2014ECONOTE NO 27,  January 23 2015, Some weak links: Russia, Brazil and  Greece
ECONOTE NO 22 November 2014ECONOTE NO 26, December 29 2014, What to look for in 2015
ECONOTE NO 22 November 2014ECONOTE NO 25, December 4 2014, Why the Fed will not hike rates in 2015
ECONOTE NO 22 November 2014ECONOTE No. 24, November 27 2014, Asianrates and yields-the outlook for 2015
 ECONOTE NO 22 November 2014ECONOTE No 23, November 19 2014, China,HK and Japan-trains, trends and disappointments
ECONOTE NO 22 November 2014ECONOTE No 22, November 5 2014, Asian bonds-expectatio ns for 2015
ECONOTE NO 22 November 2014ECONOTE No. 21, October 28  2014, Smaller Asian markets to continue to outperform
ECONOTE NO 22 November 2014ECONOTE No 20, October 21 2014, Commodites-Good, bad news for global inflation and growth
ECONOTE NO 22 November 2014ECONOTE No 19, October 13 2014,The State of the Global Economy
ECONOTE NO 22 November 2014ECONOTE No 18,  October 5 2014,Hong Kong-Beyond the occupation
ECONOTE NO 22 November 2014ECONOTE No 17,  Septemebr 29 2014,Property Trends-US,UK,China, HK and S.Korea
ECONOTE NO 22 November 2014ECONOTE No 16 Sept 2014 In Defence of economics
ECONOTE NO 22 November 2014ECONOTE  No 15 , September 8 2014,Forex Trends-smaller and exotics
ECONOTE NO 22 November 2014Econote No 14, September 1  2014, Forex Outlook-Asian majors and minors
ECONOTE NO 22 November 2014Econote No 13,  August 25 2014,Forex Outlook-The big ones
ECONOTE NO 22 November 2014Econote No 12,  August 18 2014,Bonds versus shares-A slightly Asian flavoured view
ECONOTE NO 22 November 2014Econote No.11,   August 11 2014,The USA-An investor’s cheat sheet
ECONOTE NO 22 November 2014Econote No.10 August 3 2014,The United Kingdom
ECONOTE NO 22 November 2014Econote No.9 July 28 2014,Forex rates G3 and selected Asians
ECONOTE NO 22 November 2014Econote No.8, July 21 2014, China- Delay buying equities till end 1Q2015
ECONOTE NO 22 November 2014Econote No 7, July 14 2014, An Asia mosaic- India Indonesia Thailand and the Philippines
ECONOTE NO 22 November 2014Econote No.6, July 7 2014,  S.Africa Nigeria and Russia- Common issues different opportunities
ECONOTE NO 22 November 2014Econote No.5 June 30 2014 The EU periphery Spain Portugal and Greece time to invest cautiously
ECONOTE NO 22 November 2014Econote No.4 June 23 2014 The EU and Japan Ineffectual monetary policies to persist
ECONOTE NO 22 November 2014Econote No.3  June 16 2014 US Fed tapering and its expectred impact on EMK and Asian equities
ECONOTE NO 22 November 2014Econote No.2 June 9 2014 Commodity price trends and their impact on Asia and Latin America
ECONOTE NO 22 November 2014Econote No.1 June 3 2014 Small Asian markets to continue to outperform in 2014