Econotes and Ecosnaps Archive

pdf_iconEconote No. 93, Valuing equities with unknown unknowns. June 17 2020
pdf_iconEconote Briefing Quantum Physics and Economics. May 30 2020
pdf_iconEcosnap No. 8, Asia’s GDP growth and Covid-19. July 17 2020
pdf_iconEcosnap No. 7, How to lose money by buying cheap during crises. July 7 2020
pdf_iconECONOTE No 92: The world and capitalism after Covid 19- Same as we know it. April 14 2020
pdf_iconECONOTE No 91 Covid 19: A grotesque solution/resolution to global and local issues and problems? April 5 2020
pdf_iconEcosnap No. 6, Three simple thoughts on this crazy world March 18 2020
pdf_iconEconote No. 90: Epidemic controls, climate change policies and some lessons for Asia and the world March 8 2020
pdf_iconEconote No. 89, February 6 2020, Existentialist puzzles: Coronavirus, Equities, Brexit and the Environment
pdf_iconEcosnap No. 5, December 16 2019, Forecasting Brexit: Explaining but no excusing the the “No Brexit” forecast
pdf_iconEconote No. 88, November 11 2019, Hong Kong: A quantitative analysis of the impact of the politics of violence
Econote No. 87, October 28 2019, Econote No. 87, October 27 2019, The certain path to failure: Confuse tactics with strategyEconote No. 87, October 27 2019, The certain path to failure: Confuse tactics with strategy
Econote No. 86, September 30 2019, Econote No. 86Econote No. 86, September 29 2019, The US-china tariff war and its impact on Asian exports and economies
Econote No. 85, August 23 2019, Econote No. 85Econote No. 85, August 23 2019, The truth at last: HK and instability, the impact of the Trade War, Asian Yield Curves
pdf_iconEcosnap No. 4, July 31 2019, How does political instability impacts Hong Kong’s economy and financial markets ?
Econote No. 84, June 31 2019Econote No. 84, June 31 2019, Economic selfies of G3 and of some others
ECONOTE NO 80 January 2019Econote No. 83, May 8 2019, Brexit: Trade and Democracy issues
ECONOTE NO 80 January 2019Econote No. 82, March 31 2019, An Asian cheap and cheerful cheat-sheet9
pdf_iconEcosnap No. 3, March 15 2019, Brexit: Two statements, five bullet points and two quotations
ECONOTE NO 80 January 2019Econote No. 81, Feb 28 2019, Global equities and bonds: A simple guide for the bored and disinterested
ECONOTE NO 80 January 2019Econote No. 80, Jan. 31 2019, India and Brazil: A study in comparative populism.
ECONOTE NO 79 December 2018Econote No. 79,  Dec 31 2018, This is NOT a “Global Outlook for 2019″ !
ECONOTE NO 78 Novermber 2018Econote No. 78,  Nov 29 2018, Global economies and markets: What, Why, How and Where it is going on ?
ECONOTE NO 77 October 2018Econote No. 77,  Oct 28 2018, Crypto currencies : Digital aberations as ever.
ECONOTE NO 76 September 2018Econote No. 76,  Sept 23 2018, Global stock markets: What is going on ?
pdf_iconEcosnap No.2, September 16 2018, Brazil and Argentina: From politics to economics and back in 30 seconds
ECONOTE NO 75 August 2018Econote No. 75, August 28 2018, Weaponising forex rates in the tariff war: The case of the CNY
pdf_iconEcosnap No. 1, August 26 2018, The Turkish crisis in nutshell
ECONOTE NO 74 July 2018Econote No. 74, July 31 2018,  The 2007-8 cries and the present “trade war”: Don’t believe in “fake news”
ECONOTE NO 73 June 2018Econote No. 73, June 24 2018, “Trade wars” with focus on China and Asia
ECONOTE NO 72 May 2018Econote No. 72, May 28 2018, Investing in real assets, Part I
ECONOTE NO 71 April 2018Econote No. 71, April 30 2018, Save your time, here is a “swot blog” on the the US, EU and Japan
ECONOTE NO 70 March 2018Econote No. 70, March 30 2018, USD Interest rates and Asian local rates: The great , lovely disconnect continues
ECONOTE NO69 February 2018Econote No. 69, February 12 2018, China and Latin America: The New Nexus
ECONOTE NO68 January 2018Econote No. 68, January 29 2018, Do not believe in headline investment gains !
ECONOTE NO67 December 2017Econote No. 67, December 30 2017, Keep totally clear of any form of crypto currencies and ICOs. Please!
ECONOTE NO66 November 2017Econote No. 66, November 23 2017, “Bitcoins”: From abject ignorance to disaster and back again.
ECONOTE NO65 October 2017Econote No. 65, October 22 2017, MIFID2: Should anyone pay for research? Part II
ECONOTE NO64 Sept 2017Econote No. 64, September 26 2017, MIFID2: Should anyone pay for research?
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