Posts by Stephen Jen
China defaults – positive signs and a warning to the world
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….
Read MoreCNY > USD > EUR
We have long argued that the core fundamentals of the Chinese Yuan (CNY) are robust….
Read MoreThe narrative propelling the euro remains unconvincing
The narrative propelling the euro remains unconvincing. The hype on the European Recovery Fund…
Read MoreChinese equities
It is easy to be positive on China’s economy, its policies, and the near-term outlook of its equities…
Read MoreThe unloved US equity rally
A widely held view in the market is that equities are due for a sharp correction, given the amount of underlying risks, such as…
Read MoreGlobal growth and equities
In our view, because the equity market is mostly forward looking, as long as this global health crisis is…
Read MoreUS asset prices should be skewed to the upside
The current health crisis is undoubtedly the most significant social and economic shock the world has…
Read MoreTrade negotiations
The month of March heralds the beginning of the negotiations of the future…
Read MoreA Proposal to turn Northern Ireland into a Special Economic Zone
This is a proposal to help overcome the Irish border impasse that has become a surprisingly daunting…
Read MoreA Burgeoning UK Tech Sector
The tech sector offers the greatest economies of scale, scope and high payoffs to…
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