US
Cambodia – a relative winner amidst Thai clashes & US tariffs
Below we reproduce the third of our write ups from recent due diligence trip to Phnom Penh (PP)….
Macro – Liberation Day winners & losers 2025040
What is clear is the US’s determination to level the playing field, as it has been ‘ripped off’ by trading partners which have far more punishing trade duties/barriers than US
明報專訪 Mingpao Interview 1 of 2 – Global Economics + HK Property 20240822
目前市場憧憬本港下月開始將跟隨美國減息，住宅樓市將會止跌回穩…
Is The Big Rush Into Japanese Property Justified? 20240529
We have heard nothing other than ‘we are buying Niseko ski flat’ or ‘our fund is adding Tokyo hotel’ for the past few months, as if the rest of the world is all in the dog house…
Don’t fall for the fallacy – HK needs a NARROWER tax base 20230726
In view of recent reports of HK fiscal deficits, the pundits are yet again out in force, staging the tired chorus (including the organisation never engaged in any profitable enterprise, the IMF)…
Follow Up on Tax-Friendly States in US 20230406
near perfect match to our previous study on home price vs tax…
Which Alternative to USDC now? 20220314
Following the USDC depegging, triggered by custodian bank bankruptcy, it is opportune to re-examine the quality of stable coins on the market (which we do at least 3 times a year as a matter of course), and the results are summarised in today’s missive below…
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