Non-award winning journalist. Host of the China show @BloombergTV + money follower, data digger @Markets opinions mine, no investment advice, no endorsements
Hong Kong released its latest population data and the drop is just a STUNNING visual on a chart. Check out rate of change going back to the 1960s. This is a record decline and it's not even close.
Epic rally today in Chinese government bonds. 10-year yield seeing a nearly 3-standard deviation drop (data goes back to start of pandemic). ICYMI - China July data missed nearly across the board + PBOC cut rates today
Tencent used to be able to deliver growth of 20-40% with its eyes closed. 2022 has been a very different story. First-quarter Y/Y revenue growth was virtually at zero.
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This is a super important story right now. Every single economist I’ve had on shows is following this extremely closely.
First time in at least 30 years that both stocks and bonds are down by this much simultaneously. Where to put your money?
Mutation alert. Malaysia has detected a strain of the new coronavirus that’s been found to be 10 times more infectious. The strain was also found in another cluster involving people returning from the Philippines.
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