Some Chinese Take-out

Some Chinese Take-out

Chinese GDP numbers were released over the weekend and surprised on the upside – with a print of 6.9% year on year, ahead of market expectations of a slight decline to 6.8%.  Local equity markets reacted negatively, initially, as more prudent financial...

Half way house

Today we read an interesting opinion that at this point in the year investors are in two camps – those that are riding the wave of strong market sentiment, and those that are trying to call the turn.  In an environment that one fund manager (PIMCO) refers to as...

Fines, Malware and Ticker Tape

Google was firmly rapped on the knuckles by the EU competition regulator this week, and slapped with a record $2.7 bn fine for what were deemed to be unfair practices in favoring its own comparison-shopping service in search results.  A fine of this nature, while...

TMI?

President Trump has evinced a clear preference (an unprecedented one) for social media as a form of communication to his “100 million followers” due to its instant effect, unfiltered nature and real time broadcasting power.  In recent years, the Fed too...