@phil_hk @pandawatch88 How's your Hysan purchase going?

@pandawatch88 You expected a bigger decline?

@AlphaExponent MXN already falling

@powerfultakes The Russification of the USA, in real time

@MacroJason South Asia might just be the same But Pakistan, trades at a significant discount to India (for obvious reasons) It might be a useful mean-reversion play

@AlphaExponent @taranvirkaonke Shhh don't let the HKSAR govt get any ideas They need land sales revenue

@AlphaExponent @taranvirkaonke I agree, although inflation in Mainland China (and Hong Kong!) is very low (if not outright negative) Look at what happened to Japan It would be easier to "normalise" housing prices in an inflationary economy like the UK, or USA.

@AlphaExponent @taranvirkaonke Exactly. It's Malthusianism with capitalist characteristics, happening in (at least Mainland China) a socialist state. Malthus, Smith & Marx would be rolling over in their graves

@MikeFritzell 1) Won't higher nominal JPY rates, cause a fiscal crisis? 2) If JPY rates rise relative to US, the carry between USD-JPY will collapse, causing JPY appreciation and the Nikkei/Topix to fall

@powerfultakes One might hypothesize that the hub of ancient civilizations whose present day geopolitical nation is relatively neutral (ie: Türkiye, Mexico) would be the best places to be

@MacroJason agree completely

@HeYiyong @BrianTycangco @HAOHONG_CFA I politely disagree - I'm betting on yen hedged TOPIX, value-bias. But HSCEI is probably a runner up. I'd avoid A/B shares.

@MikeFritzell Are you able to do one for Pakistan, Turkiye etc?

@taranvirkaonke @AKay19_ Trying to diversify Punjabi farmers away from Wheat & Paddy subsidies, is like trying to diversify HK from Real estate rent-seeking and luxury retail. Ain't going to happen, it's one hell of a drug!

@HeYiyong One country (one system: mainland China) is very different from 27 different countries in a single market

@valuehurts are Coffee prices going to decline Isn't Nestle really a bet on that (at least in the short term)

@taranvirkaonke Time to buy African gold miners?