Whenever there's an economic ideology that is gaining traction, I try to keep an open mind about it and stay abreast. I've noticed throughout history that when the dominant economic ideology of the day changes, their effects are typically felt over years and decades. After all it was Lord Keynes who wrote that: 'The ideas … Continue reading Modern Monetary Theory – entering adoption phase
En Garde! French citizens are once again heading to the polls in what is arguably 2017's most widely and closely-watched high key political event: the French Presidential and Parliamentary Elections! At stake? Possibly the future of the European Union (EU). That's because one of the potential candidates for the Presidency, Madame Marine Le Pen, is calling … Continue reading En Garde! Playing the French Elections & a Frexit?
When well-known talk show host Charlie Rose sat down with the late Lee Kuan Yew (the first Prime Minister of Singapore) back in early 2009, he asked Mr Lee what he would like to convey or ask the newly-elected US president Barrack Obama. Mr Lee's question to President Obama was direct and surreptitiously grim: "How would you defend … Continue reading Is Defense a growth industry in Asia-Pacific?
The famous investor George Soros is well-known for a theory of his known as 'Reflexivity'. He has used this theory of his as a framework to manage his investment firm and to build a fortune over the years from the financial markets. So what exactly is Reflexivity? Here's the man himself explaining it in his … Continue reading Reflexivity detected in Financial Markets – look out!
In 2008, (most) people all around the world were caught up in a rude shock as they see one of the worst financial crisis crashed upon the shores of their countries. Equity markets everywhere crashed, millions of jobs disappeared and banks all around the world had to be bailed out by governments. Even the British Queen (Elizabeth … Continue reading Deleveraging crisis ahead?
While a ton has been said on the United Kingdom's European Union (EU) referendum results since the 23rd of June, I will explain 2 major implications that I personally feel could lead to several, long-lasting effects across the world as we know it, as well as some implications that they could have on the investment … Continue reading My thoughts on Brexit – and its implications