2010
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2009
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2008
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2007
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2006
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Sep 2010
Pay Attention to Bernanke's Speech
Aug 2010
What ECRI is thinking?
Jul 2010
RMB & Purchasing Power Parity
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Jun 2010
Is the Double-Dip Coming Soon?
May 2010
The Rising Middle Class in India
Apr 2010
Asian Tightening Policy Vs "Asset Bubbles"
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Mar 2010
Vietnam - Attractive in Long Run
Feb 2010
Food & Agricultural Outlook
Jan 2010
2010 BRIC Outlook Remains Strong
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Dec 2009
Vietnam - Currency Devaluation & Economic Outlook
Nov 2009
Exit of Stimulus Policies in China
Oct 2009
Potential of United Korea
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Sep 2009
Technological innovation in BRIC
Aug 2009
Renewable Energy Development in Emerging Markets
Jul 2009
Indonesia's Economic Outlook
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Jun 2009
Managed futures strategies
May 2009
Long term outlook of BRICs remain positive
Apr 2009
China's deflation fight
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Mar 2009
Rescue package need to move quicker.
Feb 2009
Debt bubble recedes
Jan 2009
Consolidation, no quick Jan 2009 recovery in 2009.
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Dec 2008
Hong Kong market reshuffling
Nov 2008
Harsh environment hurts alternative managers.
Oct 2008
Systemic risk eased, market is still volatile.
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September 2008
Rescue for financials, poison for the dollar.
August 2008
Accumulating assets in bear market.
July 2008
Accumulating assets in bear market.
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June 2008
Vietnam falls, but Asian markets shall stand the test
May 2008
New hopes for Taiwan
Apr 2008
Confidence came back, but growth did not!
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Mar 2008
Agricultural products prices on the rise
Feb 2008
The tide has turned, be defensive towards equities.
Jan 2008
Start 2008 with gold, agriculture & emerging economies
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Dec 2007
Hong Kong market reshuffling
Nov 2007
Erratic fund flow, weak USD still the theme
Oct 2007
Gold rides on weaker currencies
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Sep 2007
Market calmed down, but confidence is still weak.
Aug 2007
Sub prime mortgage to cause more fluctuation
Jul 2007
Russian equities to wake up?
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Jun 2007
Worried about China A share drops and higher yield?
May 2007
Upbeat profits reports and M&A driven up the market
Apr 2007
Market seems stabilized, risk factors receding
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Mar 2007
Beginning of more fluctuations
Feb 2007
A twist in the market
Jan 2007
Prosperous 2006, looking forward to 2007.
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Dec 2006
The weakness of USD
Nov 2006
US housing declines, yet reasonable growth expected.
Oct 2006
Maintain a balance
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Sep 2006
The Fed pauses and equities market starts a mild rally.
Aug 2006
Despite US slowdown, global economy remains healthy.
Jul 2006
07/29 Current Trend of US Consumers
07/22 Worries about Rates in Japan
07/15 The Weakening Retail Industry
07/08 Ease on Rate Hike
07/01 Short Term Bonds Market
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June 2006
06/24 Rates in Asia
06/17 Chain reaction in Interest Rate
06/10 Interest Rate Trend
06/03 Uncertainties on Paulson
May 2006
05/27 Cheap money will not help in India
05/20 Fears of Inflation
05/13 Interest rate rise in the United States
05/06 China's Economy: Overheating?
April 2006
04/29 Asian Stock Market
04/22 Substitute for China?
04/15 Good Days for Gold?
04/08 Thaksin's resignation
04/01 The Fed's New Statement
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March 2006
03/25 Demographic challenges in Asia
03/18 Consumption boom in Russia
03/11 Monetary trend in 2006
03/04 Debt Problem in Japan
February 2006
02/25 Future China Stock Market
02/18 New challenges in China
02/11 Pharmaceutical Industry in India
02/04 Economic uncertainties under Bernanke
Jan 2006
01/28 Germany Recovery in 2006
01/21 Would Oil Price Stablize?
01/14 Service Industry in China
1/07 The Direction of US Dollars
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December 2005
12/31 The Implication of the yield curve
12/24 Is Japan Recovering?
12/17 Potential Economic Problem in the US
12/10 Hidden Inflation
12/03 Negative Saving Rate in the US
November 2005
11/26 The Gold Rally
11/19 Free trade Threatened?
11/12 The Vietnam Economy
11/05 The New Fed Chairman
October 2005
10/29 Risks in Indian Market
10/22 Southeast Asia and Energy
10/15 Risks in Indian Market
10/08 The Japanese Challenge
10/01 Outlook After Rita
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September 2005
09/24 Uncertainties Facing Fed
09/17 Katrina not Fatal
09/10 The Impacts of Hurricane
09/04 Globalization, Oil Price and Asia
August
2005
08/27 Economic Signals
08/20 Oil and Southeast Asia
08/13 The Real Oil Price
08/06 China the Global Manipulator
July
2005
07/30 Renminbi and Global Imbalance
07/23 Inflation On a Global Scale
07/16 Terrorism, Oil and Protectionism
07/09 Capital Outflow in China
07/02 Euro and Oil Price
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June 2005
06/25 Real Estate Market Bubble
06/18 US Economy and Interest Rate
06/11 The Greater China Outlook
06/04 The European Constitution
May 2005
05/28 China to Maintain High Growth?
05/21 Linked Rate System
05/14 Bond Market Downturn
05/07 Britain After Election
April 2005
04/30 Bet on the United States?
04/23 Property Market Threat
04/16 Oil Price Effect
04/09 Rate Rise and the Bond Market
04/02 Renminbi Revaluation
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March 2005
03/26 "Golden" Opportunity
03/19 Hedge Fund Industry Development
03/12 The Case For Oil
03/08 Property Funds in United Kingdom
February 2005
02/26 Australia Outlook
02/19 China - Too Rich
02/12 2005 Stock and Bond Forecast
02/05 Reforms in India
January 2005
01/29 Wait For Japan Recovery
01/22 Asian Bond Market
01/15 European Bond Market
01/08 A Diversed Europe
01/01 Southern Asia Tsunami
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December
2004
12/25 Property Market - A Bubble?
12/18 Emerging Market Summary
12/11 Recent Japan Market
November 2004
11/27 The Internet Stock Valuation
11/20 The US Economy after Election
11/13 The US Interest Rate
11/06 The Effect of Chinese Rate Hike
October 2004
10/30 The Effect of US President Election
10/23 Indian Economic Review
10/16 Invest Smart
10/09 The Healthcare Sector Shock
10/02 The Developing Eastern Europe
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September 2004
09/25 The European Opportunities
09/18 The Asian Challenges
09/11 Where the market goes
09/04 Outlook of Euro Zone
August 2004
08/30 Don't time the market
08/24 Oil Market Shocks
08/16 Outlook during Rate Rise
08/09 Factors Affecting the US Market
08/02 Global Market Direction
July 2004
07/26 Europe heads for opportunistic
growth
07/19 Tomorrow of Japan
07/12 Global Economic Overview
07/05 Capital Flows in European Fund Markets
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June 2004
06/28 An Overview of Asian Markets
06/21 Japan Market Outlook
06/14 Oil Market Instability
06/07 Managed Futures Investment
May 2004
05/31 The Relative Value Hedge Strategy
05/24 The "Multi Strategy" Hedge Strategy
05/17 The "Event Driven" Hedge Strategy
05/10 The "Long/Short" Equity Hedge Strategy
05/03 The Effect of Rate Rise
April 2004
04/26 The Thailand Market Potentials
04/19 Bond Market's new star - TIPS
04/12 Japan on the Rise
04/05 Alternative Investments
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March 2004
03/29 The Asian Magic
03/22 The Charming Emerging Markets
03/15 The China Opportunities
03/08 Crude Oil Trends Higher
03/01 Impressive Growth In India
February 2004
02/23 Eastern Europe Takes Advantage
Of Recovery in European Union
02/16 Slow Recovery Of Euro Zone
02/09 Depreciation Of US Dollar
02/02 The Impact Of Bird Flu
January 2004
01/26 Rebalance Investment Weighting
01/19 2004 Bond Market Focus
01/12 2004 Global Market Outlook
01/05 Year End Review Of Equity Market
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December
2003
12/29 CEPA Enhances Competitiveness
Of Hong Kong
12/22 Alternative Choice - Mining Fund
12/15 Hong Kong Stocks Have Not Peaked
12/08 Thailand's Miracle
12/01 Impact Of Renmenbi Banking Services
November 2003
11/24 Global Interest Rate (II) - US
Interest Rate
11/17 Global Interest Rate (I) - Reasons Of Raising Interest
Rate In Britain And Australia
11/10 Signs Of Recovery In Japan
11/03 Strategy For Volatile Market
October 2003
10/26 Recovery Is On Track
10/20 Better Future for Equity and Economy in Taiwan
10/13 Oil Is The Master Of Russia
10/06 Difficulties of Euro Zone Economic Recovery
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September 2003
09/29 Weak Economy of Euro Zone
09/22 H Shares Take A Breather
09/15 Expectation of Higher HSI
09/08 Does CEPA & Easing Travel Restriction Boost HK Economy?
09/01 Risk of Emerging Market Bond
August 2003
08/25 Anxiety For High Jobless Rate
In US
08/18 Gold = Money ?
08/11 Still Bullish On Corporate Bond
08/04 Government Bond Price Will Not Fall Rapidly
July 2003
07/28 Can Economic Growth Led by Business
Capital Expenditure?
07/21 Analysis On South Korea Economy
07/14 H Shares Will Correct
07/07 Rapid Drop in Japanese Government Bond
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June 2003
06/30 Bond Price Has Limited Growth
06/23 Indicator of Individual Investor Participation
06/16 Britain Decided Not To Join Euro
06/09 P/E Ratio of China Enterprise Still Remains On The Low
Side
06/02 Threat of Deflation Goes Away From US
May 2003
05/26 Revelation Of SARS (II)
05/19 Revelation Of SARS (I)
05/12 What Is Federal Reserve Considering?
05/05 Technology Funds Become Future Focus
April 2003
04/28 Strategy For Extremely Pessimistic
Market
04/21 Hong Kong Foreign Reserve Analysis
04/14 Safe Investment After The War
04/07 Choice Of Investment After The War
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March 2003
03/31 Forecast After The War
03/24 Same Consequence As 91 Gulf War?
03/17 Geographic Diversification = Risk Diversification?
03/10 Macro Analysis For Government Budget
February 2003
02/24 War Or Peace?
02/17 US Stock Market May Reach The Bottom
02/10 China Fund Is The Only Focus
02/04 Risk and Opportunity of Spread of Deflation
January 2003
01/27 When Will The End of Deflation?
01/20 Difficult Reform in European Union
01/13 Dollar Will Rebound
01/06 US Economy Will Recover Soon
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December
2002
12/30 Revelation of Not Record High
in Gold and Mining Fund
12/23 Gold Price Will Peak Soon
12/16 US Property Market Has Already Peaked
12/09 Daylight Appears in Japan Stock Market
12/02 New Momentum of East Asia Growth
November 2002
11/25 All Is About Confidence
11/18 Hong Kong Property Market Reach the Bottom
11/11 Healthy Correction in US Stock Market
October 2002
10/28 Steer Away from Japanese Asset
Classes in the near term
10/21 The Recent Rally should be sustainable
10/14 Keep an eye on the Trend of the US Consumer Market
10/07 Don't wash your hands of the Equity Market
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September 2002
09/30 Eye on the potential risk of
the Japanese Market
09/23 Speculating on the Unprecedented Move of the BOJ
09/16 Long Term Investment in Chinese Equity Funds
09/09 The US Job Market Condition has not yet improved
09/02 Beware of the Deterioration of the US Consumer Market
August 2002
08/26 The US Economic Outlook is likely
to remain Dim
08/19 The Japanese Market is still not our Cup of Tea
08/12 Possible Interest Rate Cut would bode Short-term Bonds
well
08/05 The Weak Trend of the Dollar is unlikely to persist
in the Long Run
July 2002
07/29 The Asian Equity Funds remained
as our Top Picks
07/22 Bare your Long-Term Investment Objective in Mind
07/15 The Strong Yen would Deter Japan's economic recovery
pace
07/08 US Corporate Earnings will determine the Strength of
the Dollar
07/02 Steer Towards Hedge Funds to Balance your Risk and Return
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June 2002
06/24Beware of the Potential Crisis
of the Emerging Markets
06/17 Value Investment Funds would remain as Market Outperformers
06/10 Accumulate Eastern European Funds for Long Term Investment
06/03 Bargain-Hunting Opportunities on Korean Equity Funds
May 2002
05/27 The Valuations of US Stocks remain
demanding
05/20 Asia Pacific Equity Funds remain as the Outperformers
05/13 Applied Material's Results might lead to another Rally
05/06 Pay attention on the Stealth Bull
April 2002
04/29 Stay Cautious of the Volatile
US Equity Market
04/22 Capture the Upside Potential of Hong Kong Equity Funds
04/15 MSCI Reshuffle will hardly ripple any waves on the market
04/08 Euro Zone--Dampened Economic Outlook by Inflation
04/02 Stay Cautious ahead of the imminent flood of Corporate
Earnings
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March 2002
03/25 Japanese Equity Funds--Unload
on Strength
03/18 Korean Equity Funds in Bull Run
03/11 Accumulate Hong Kong Equity Funds
03/04 Embrace the Tech Funds
February 2002
02/25 Eye on the Energy Sector Funds
02/18 Steer Away from the Telecom Sector Funds
02/11 Lackluster Outlook on the Japanese Economy
02/04 Start eyeing on Euro-denominated European Funds
January 2002
01/28 It's time to Underweigh your
Bond Holdings
01/21 Upward Momentum Persists in Asia Pacific
01/14 Farewell to your Japanese Assets
01/07 Tech Funds will lead the Rally again
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December
2001
12/31 Rosy Outlook of Hong Kong and
China
12/24 Watch out for the Depreciation of Yen
12/17 Equities are still your Top Picks
12/10 Jump onto the Asian Bandwagon
12/03 Eye on the Year-end Rally
November 2001
11/26 Capture the Window-dressing Opportunity
11/19 Rosy Outlook on the Equity Market
11/12 Remain upbeat towards the Future
11/05 Heading towards the Up Cycle
October 2001
10/29 Go for the Equities
10/22 China, hip, hip, hooray!
10/15 Gloomy outlook of Asia
10/08 Profit-taking activities will kick in
10/01 Is the Bear over?
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September 2001
09/24 Flocking to Safe Havens
09/17 Stay Calm will be your Best Tactic
09/10 Downward Pressure persists
09/03 Stock Market tumble Worldwide
August 2001
08/13 Market recess on the demand fall
08/06 Rate cut in Euro Zone
July 2001
07/30 Recession or Rebound
07/23 Sluggish Asian
07/16 Tech Stocks Return?
07/09 Markets fall despite figures turnaround
07/02 Bps rate cut sent positive signal
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June 2001
06/25 Right Here Waiting for FOMC
06/18 Bond Yield Declines Again
06/11 Critical Time for Hang Seng Index
May 2001
05/28 New Era Gold Rush
05/21 We are still focusing EMU
05/14 Farewell to Mr. Deflation
05/07 Opportunities for long term buy
05/02 Optimistic in equities
April 2001
04/23 Inflation will be back after
big rate cut
04/17 The market resurrection
04/09 Spy-plane to the bear VS fighter from the bull
04/02 No rate cut in Europe & critical stage in Japa
