Argentina: time to invest after 100 years of socialism/fascism?
After writing extensively during our due diligence trip during Easter to this once richest country on earth, the fundamental economic numbers do point to massive turnaround from very depressed levels, but the one big question that could deter actual commitment to this as an investment target remains: Can President Milei’s reforms last?
【Metro Radio】新城財經台 新城地產街 20250412
首季住宅物業市道情況如何？踏入第二季，外圍環境受到特朗普向全球徵收對等關稅影響，全球股市一度大幅下挫，閣下如何看投資環境？負財富效應下，會否影響入市信心？
Macro – Tariff wars: property impact (mostly HK) 20250411
The violent reactions in the market is a good indicator we are in unchartered territory on this tariff issue. And the policy flipflops in the US is also contributing to the volatility.
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 2 of 2 – Global Economics + HK Property 20241014
【明報專訊】Bricks & Mortar Management主席兼總裁王震宇認為，本港政府近年過度介入房屋市場，嚴重影響自由市場運作，籲調整政策方向。
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