China: More RMB revaluation chatter
Yesterday's Financial Times headline was festooned with "Beijing looks at severing dollar peg". We discuss the undercurrents swirling around this issue, and suggest how to make money off this.
Topics Covered
- Political undercurrents
- How to make money off this idea
Global: Market strategies & China's Congress
Greece: Why the Euro will go to 1.30
Currently you are paying about USD 1.36/Euro. So why will the Euro rise by another five per cent? We submit three reasons and then suggest how to make money off this idea.
Topics Covered
- Greek tug-of-war
- The IMF
- Europe's Economic Time®
- How to make money off this idea
China: Why the property bubble must continue
Many people are worried about a "bursting" of the Chinese property bubble. We are more relaxed about this, and tell you how to make money off the seeming contradiction that is on the horizon.
Topics Covered
- Why the show must go on
- That seeming contradiction
- How to make money off this idea
Budgets: Three exit strategies (Singapore, Hong Kong, India) & tomorrow's Thailand
Striking is that when it comes to the U.S., everyone - correctly - is focused on her monetary policy. Her fiscal policy plays second or third fiddle. Meanwhile, in Asia, the fewest focus on monetary policy, while her fiscal policy gets a little more attention. Yesterday we were meant to do a CNBC TV show on three budgets this week. Today, we outline some broad conclusions - and how to make money off these. You can see a video of the show by clicking here. We also share our brief thoughts on what you should be doing in your portfolio about Thailand, given tomorrow's important event.
Global: A market correction is nigh
The actual TV show went very differently to what we had been asked to prepare by way of show notes. However, you get some pretty good insights into global macro themes from some of the guests on the show.
