Property Strategist & Market Observer
A short read every Wednesday on rates, capital flows and the Hong Kong market. What I notice from working in it.
Latest
Higher rates are raising the hurdle for taking risk, with US small caps and Asian equities already under pressure. As the Hang Seng tests support from its 2024 low, Hong Kong may struggle to escape the same repricing.
· 2 min read
Some colleagues open an AI tool and do not know what to ask first.
· 2 min read
AI is making internal tools faster to build. The key is someone who understands the business, turns everyday problems…
· 2 min read
Rate hikes have followed the warning made in May. As the fourth quarter approaches, the next test is the timing of a…
· 2 min read
Bitcoin’s four year cycle provides context, but the price gives fresh clues.
· 2 min read
Waiting for lower interest rates may bring a better selling price, but the bills keep coming.
· 2 min read
Five weeks ago my job changed. The brief was to lead an AI transformation across a listed property group with five…
· 3 min read