Market Overview

Market Overview

Global Overview, April 12th, 2018

In his infinite wisdom, President Trump has chosen to take the path of confrontation regarding global trade. It is clear that he has in mind to fulfill much, if not all, of his campaign promises. The commitment, though most honorable, is nevertheless fraught with all sorts of dangers whether by his style of negotiation or the usual unintended consequences...
Friday, April 13, 2018/Author: John Hsu/Number of views (33)/Comments (0)/

Global Overview, January 12th, 2018

For many professional money managers, 2017 was an extraordinary year, especially in contrast to the performance of the previous year...
Thursday, January 25, 2018/Author: John Hsu/Number of views (146)/Comments (0)/

China Update, January 25, 2017

In the past we have stated that China is probably the most misunderstood economic system in the world. It is a blend of totalitarianism (quite a mouthful) and free enterprise. Dictatorship exits at the top but in commerce our version of free enterprise flourishes among the ordinary citizenry. Over the last few years many in the west had predicted numerous hard landings for the Chinese economy. Debt load, shadow banking, etc. usually get cited as the triggers. None have materialized...
Monday, February 6, 2017/Author: John Hsu/Number of views (436)/Comments (0)/

Overview December 1, 2016

The US just went through one of the most contentious presidential elections in recent history. With the surprise win of Donald J. Trump, the nation and thereby the world is geared for radical changes and direction.
Thursday, December 1, 2016/Author: John Hsu/Number of views (490)/Comments (0)/

Global Overview October 13, 2016

As we approach the homestretch and start to focus on 2017, global economies will be confronted by numerous challenges and uncertainties. As the world’s largest economy, the US will not only be adjusting expectations and realizations for the next four years based on who will be occupying the White House but also whether the Federal Reserve will finally have the will to pull the trigger and restart its initial feeble attempt which began almost a year ago to normalize interest rates. Many issues will remain on the table after Election Day. As much as Hillary Clinton appears to be in the lead to win the Presidential elections, recent revelations courtesy of WikiLeaks tell a confusing tale as to which HRC will be running this country. In addition, Wall Street is extremely fearful of Donald Trump winning, especially because of his very vocal opposition to existing treaties on trade and his open complaints about Janet Yellen and the Federal Reserve.
Monday, October 17, 2016/Author: John Hsu/Number of views (517)/Comments (0)/