It PAYS to Listen to the Chinese Government Asia In A Trump-ed Up World To Peter… 47 Years Ago… A Market You Can’t Ignore: Part I The Best “Future-Proof” Investment, Today The Asian Infrastructure Revolution Phase 4: A Multi-Trillion Dollar Opportunity The REIT Way BREXIT: Recommendation Update Diving Into Dividends The Uncharted Waters of Negative Interest Rates To Leave Or Not To Leave Attention… Brace… Brace… The Last of the Seven-Percenter’s A Billion Shades of Grey A Multi-Decade Mega-Trend Has Begun A “Profitable” Force of Habit A “Universally Hated” Opportunity Keeping Calm Amidst the Storm The Biggest Market You’ve Never Heard Of Where Does Global Real Estate Go From Here? IMPORTANT UPDATE: Don’t Fight the RBNZ Inclement Weather Inbound Fear and Loathing in Financials A Hidden Opportunity at the End of the Earth Double Digit Returns for Decades A Lesson From The Mountains Burning Tigers, Hidden Dragons 2015 Investment Outlook Are You Anxious for Income?
Peter’s Top 4 Asian ETFs A $35 Trillion Dollar Bonanza Questioning Conventional Wisdom The Bears are Wrong London Calling. Answer It. Debt Soundings Can’t Eat. Can’t Drink. Can’t Breathe. Part III Vietnam: Standing Out From the Crowd Carried Away or Carried Out? Can’t Eat, Can’t Drink, Can’t Breath – Part II Can’t Eat. Can’t Drink. Can’t Breathe Be Prepared Love it, Hate it – But This Country Gets to You Asia on the Brink Again? REITs Revisited Asia’s Finest Part III Asia’s Finest Part II Asia’s Finest Part I Profiting From The Inevitable Demand and Supply Imbalances in Hard Assets If You are Young, This May be the Best Opportunity You will See in Your Lifetime Asia’s Problem That the West Would Like to Have Till Debt Do Us Part Our Currency, Your Problem Secular Forces Will Trump the Cyclical in Asia Hard Assets Markets Here We Go Again! Courtesy of the Fed and the ECB. History Repeats, or at Least Rhymes. Winners Will Learn From It – Here’s How The Good Get Burned and the Bad Get Bailed. Housing Policy—the Root of Many Modern System Failures Long Term, Your Government Will Leave You In The Lurch An Asian Guide to European Financial Redemption
The Road to Mandalay: Myanmar Looks to be for Real Challenging Accepted Wisdom: Real Estate/Gold as a Hedge Against Inflation The “Gini” is Out of the Bottle Democracy, Debt and the Positive Potential of the Euro Crisis A Tale of Two Emerging Markets Finding Competitive Advantage in Asian “Hard Assets” Companies Reducing Risk – A Window for Asian REITs Part II “Risk off the Table” – A Window for Asian REITs Agricultural Investments – The New Big Thing, the Next Big Bubble? Are Property Cooling Measures in Asia Starting to Bite? Bubble Fever – A Question on Many Lips Inflation: Cost-Push, Demand-Pull, Naivety or a Useful Construct? The Doctor’s Curse Inflating Asset Markets Creating Economic and Political Headaches Equity Markets Are Telling Us Something About Asian Hard Assets – Listen Size Matters. Musings on the Ranks of the Largest Companies in the Coming Decade Bias Beware Asian Urban Future Shock Homeownership – A God-Given Right? Once Bitten, Twice Shy – The Asian Contagion Household Debt, Wealth and Consumption The Pendulum, Having Swung, Now Swings Back Moving Economic Mountains A Stimulus Too Far. Have Asian Policy Makers Over-reacted? Kiss of Debt. And Regional Impacts of the Great 2009 Carry Trade Commercial Real Estate Debt; Next Shoe to Drop “Bubble, Bubble, Toil and Trouble” with apologies to William Shakespeare Asian Market Themes
The Greatest Real Estate Deal Of All Time? My Top 5 Worst Investments… #4 When Asian Tycoons Beat Donald Trump Two Lessons On How We Made 170% in 3 Years A Case of Beer, a Priest… and a Simple Question A Derivatives Tale… (and a word of warning) Going… Going… Ore-gone… Emerging Frontiers The Scariest Chart I’ve Seen This Year… And What Comes Next… BREXIT: What to Watch in the Next 3 Months In the Eye of the June Storm… Is China In? Or Out? Beating the S&P 500… Revisited June’s a BIG month… consider this short-term trade. Worthless Cash. From Near-Death in Nigeria… to Lifelong Investment Lesson… This is Still Our Favourite Emerging Market Pick… Why it Sucks to be a Retail Renter in Hong Kong A Night in Beijing The Right Call… But No Profit to Show for it China is EVERYWHERE… What has 3 legs… but can only stand on 2? The Stress-Free Way to Buy Stocks in a Bear Market China Bloodbath Continues… Opportunities Lie Admist the Wreckage Betting Against a Currency Peg Can Be Hugely Profitable… But Not This Time…
Fear Turning to Panic A Chinese New Year Hangover Will the Fed Hike Matter for Real Estate? One Bright Spot in Emerging Markets How U.S. Treasuries can be as risky as Emerging Market stocks… Chinese Capital Controls – A Contrarian View Current Trends in China’s Property Market “Help! My Parents’ Retirement Portfolio is down 40%!” A Correction Not A Crash Hong Kong Real Estate – Bull AND Bear? The Renminbi? Do Yourself a Favour & Ignore the Hysteria An Ounce of Prevention Is it Time to Buy Back Into China? Big Gains for Real Estate in this Country in the next 2 years “The money I lost almost equals my one-year salary…” Beware the Greeks… but what next? This Is A Bubble Back in ‘Nam Die, and the U.S. Government could confiscate 40% of your portfolio… My Top 5 WORST Investments… Number 3 We Need to Talk About China… You Choose. Proper(ty) Profits or an Auto Wreck. Revisiting our 1st Investment call for 2015 The Great Recreational Real Estate Write-Down No Bargains Any Time Soon…
What you need to know when buying China My Top 5 WORST Investments… Part 2 My Top 5 Worst Investments… Number 1 Gold Schmold Ouch! An Expensive Lesson. The Curious Case of Kaisa Superman’s Project Diamond Make yourself a Profitable New Years Resolution China Property Mints Another Billionaire How to Increase Your Income by Fifty Percent Outperformance & Lower Risk More Money on the Way A Correction Doesn’t Concern Me, But This Does… Location, Location, Location The Multimillionaires Circle China Property Developers a Solid Investment Real Returns in New Zealand Property A Pullback on Asian Real Estate Cooling Measures? The “Through Train” is a Happening Buffet on Real Estate Not All Emerging Markets are Turkeys Red Flag. An Auckland Update. What’s Happening in the Land of the Long White Cloud
Global Bond Yields Continue to Fall while the Hong Kong Exchange Sees Falling Volume Asian Markets Mixed, as Global Economy Wrestles with Falling Bond Yields China’s Two-Speed Real Estate Market Sees Second Bull Run Since GFC Is Hong Kong’s Property Market Coming off the Boil? Hong Kong Property Sees Falling Prices, Sales and Sentiment How Will Asian Markets React to Oil’s Fall Below US$30? What Will Happen to Hong Kong’s Economy and Property After the First Rate Hike in Almost a Decade What Economic Issues Will be Discussed During Xi Jinping’s visit to the US? A Housing Recovery in China and Hong Kong? Global Markets Tumble on Growth Fears Is Hong Kong Property Getting Hammered by China Policy? China’s GDP Growth Rate and Economic Challenges in 2015 Cheung Kong’s Shareholders Approve Restructuring Arrangement with Hutchison Whampoa Hong Kong’s 2015 Budget Seeks to Boost Consumption Expectations for Hong Kong’s 2015-16 Budget A BIG Reshuffle in Superman’s Empire Peter talks the China Market and the Asian 2015 Outlook Peter discusses the IPO of Dalian Wanda Commercial Properties Dissecting the verdict of the Sun Hung Kai corruption trial Are the Umbrella Movement Protests affecting Hong Kong Retail Sales and Economy Upsides and Downsides of the Hong Kong Shanghai Through Train Discussing the Impact of the Umbrella Movement on the Hong Kong Economy Will China’s Property Landing Be Soft or Hard? China Property Headlines Excessively Negative? Where is Hong Kong’s Property Market Going? China Vanke’s H Share Listing and Whether or Not to Invest in Chinese Property Developers Will Hong Kong’s Proposal to Relax Double Stamp Duty Have Any Bite? Will China’s Property Price Measures Constrain Chinese Desire for Property?
Have Hong Kong and Singapore’s Property Cooling Measures Been Effective? Stamp Duties and the Hong Kong Property Market Investment Strategies for Asian Property How Hong Kong Can Make Better Use of it’s Land China Considering Curbing Property Prices Peter Churchouse on the State of Asian Financial Markets Why Hong Kong Property Will Avoid a Crash, For Now Hong Kong Property Sector Continues to Set New Records Despite a Dip in Sales Volumes, Hong Kong Real Estate Market Continues its Rise How to Benefit from Hong Kong’s Hang Seng Index (HSI) Hitting 20,000 Again Easy Credit May Be Fueling a Property Bubble Down the Line in China Will Asia’s Commercial Property Follow Residential Property’s Rebound? Is Hong Kong in a Property Bubble? Growing Concern of Potential Asian Property Bubble Are Asian REITs a Good Investment? China’s Property Market Slumps in the Aftermath of the Global Financial Crisis Hong Kong’s Link Real Estate Investment Trust (REITs) IPO Blocked by Pensioner Link Real Estate Investment Trust IPO Blocked, While Air China IPO Goes Ahead Economic Aftermath of the 2004 Indian Ocean Tsunami on Asian Economies 2005 Asian Market Outlook and Link REIT IPO Launch Asian Markets and Companies as Cheap Investment Opportunities What Impact Will Rising Oil Prices Have on Asia? China’s Property Market Continues to Expand, Hong Kong’s Begin to Rally After SARS Hong Kong’s MTR Earnings Outlook and Potential Property Stock Investments as Hong Kong’s Property Market Rebounds U.S. Economic and Monetary Policy Outlook Japan and China Economic Outlook U.S. FOMC, Economic and Dollar Outlook Start of a Global Recovery, Problems with the Euro and Interest Rates
Global Economic Outlook for 2004 Global Currencies, Industrial and Economic Outlook Will the U.S. Economic Recovery Continue? Potential Interest Rate Rises and Currency Outlook Optimism Over Japan’s Economic Recovery Will the U.S. Economy Backslide in 2004 The Euro vs the Sterling and the European Currency Situation Changes to Processing of Chinese Property Deals to Curb the Impact of Corruption Asian Property Market Roundup Asian Economies Poised to Grow in 2003 Peter Churchouse on George W Bush’s 2003 Stimulus Package Worldwide Economic Outlook for 2003 U.S. Port Lockout & Economic Data May Force Asian Markets Downwards Hong Kong Residential and Commercial Property Outlook U.S. Economic Outlook in H2 2002 The Impact of a Strong Korean Won Is Hong Kong Property Finally on the Rebound? Will Government Stimulus Help Hong Kong Property Recover? Does the U.S. Recovery Have Any Momentum? Hong Kong Government Property Policy Driving High Prices Hong Kong Real Estate Market Rundown Asian Stocks and Economies Beginning to Recover and Provide Returns Hang Seng Index May Hit 16,500, Peter Churchouse gives the Hong Kong Market Outlook Peter Churchouse Discusses Hong Kong’s 1997 Property Bubble Property Market and Developer Stock Analysis Asian Property Stocks Hong Kong Property Market Outlook for 1994 Hong Kong Economic Outlook