Skip to content

Market Talk – July 3, 2019

ASIA / AUSTRALIA: China responded to the UK’s criticism of its handling of Hong Kong by telling them that they should not interfere in “domestic affairs.” The UK’s Foreign Secretary tweeted full support for the Hong Kong citizens right for a peaceful protest. In addition, he told China that the way good relations are maintained […]

Market Talk – July 2, 2019

ASIA / AUSTRALIA: The government of China has told Hong Kong the actions of the protesters who stormed and vandalized Hong Kong’s legislature was “totally intolerable.” Meanwhile, the UK has warned China that serious consequences will occur if it breaches an agreement guaranteeing freedoms in the city. Regarding the US-China trade deal, Peter Navarro, a […]

Market Talk – July 1, 2019

ASIA / AUSTRALIA: President Trump applauded Prime Minister Abe of Japan saying how excellent the G20 meeting was and mentioning that no mistakes were made. During the weekend he and President Xi met and have agreed to resume negotiations with no further tariffs applied – calling the progress of the talks as “fairly advanced.” This […]

Market Talk – June 28, 2019

ASIA / AUSTRALIA: The G20 is set up to be interesting, as the US negotiators describe Chinese officials tone as negative. Tomorrow, the two heads of states are due to meet. President Trump was a bit more optimistic stating, “At a minimum, it will be productive,” referring to his meeting tomorrow with Chinese President Xi. […]

Will Shipping Turn in 2020?

COMMENT: HI MA, Well, I know you’ve written about Germany many times as the next big country in Euro to hit the skids…I kept with Italy for a long period BUT now it is neck and neck… What changed my mind?   Independent of your writings…. It is shipping…there are a significant amount of German banks in […]

Market Talk – June 27, 2019

ASIA / AUSTRALIA: Tomorrow,  the G20 meeting will commence in Osaka, Japan. Chinese President Xi Jinping has met Japanese Prime Minister Shinzo Abe prior to the meeting in order to try and build a relationship going forward. Meanwhile, the U.S. and China have reportedly agreed to delay any tariffs until the two sides meet at […]

Market Talk – June 24, 2019

ASIA / AUSTRALIA: The Chinese foreign minister has stated that they will “not allow” the G20 to discuss matters regarding Hong Kong. Recently, Hong Kong overruled a previous ruling that allowed Chinese extradition. Over the weekend, Chinese Vice Commerce Minister Wang Shouwen requested that the U.S. stop their inappropriate tariffs and actions against Chinese companies. […]

Market Talk – June 21, 2019

ASIA / AUSTRALIA: The US has added five more Chinese companies to a US blacklist that restricts US companies from dealing with the companies on the list. Of those included on the list is a Chinese government-owned supercomputing company, with military applications and dealing with national security. The companies “pose a significant risk of being […]

Market Talk – June 20, 2019

ASIA / AUSTRALIA: North Korean leader Kim Jong Un will hold talks with Chinese President Xi. President Xi arrived in North Korea’s capital, Pyongyang, in the first state visit in 14 years. The main topics reportedly will be nuclear armaments and trade. Interesting timing given both are in the midst of US negotiations in way […]

Market Talk – June 19, 2019

ASIA / AUSTRALIA: Nikkei has reported that Apple plans to move some of its manufacturing out of China. However, it is unlikely that the jobs will go to the US against the president’s wishes. “A lower birthrate, higher labor costs and the risk of overly centralizing its production in one country. These adverse factors are […]