Recent Posts

Chinese banks are great, fundamentals aside

  A strange thing is happening in Hong Hong’s publicly traded Chinese stocks. Chinese banks, roundly shunned by global investors, are winning the popularity contest among mainland investors buying through the Shenzhen-Hong Kong and Shanghai-Hong Kong stock connects. According to Goldman Sachs Group Inc., daily purchases of Hong Kong shares via the two links are up 41 percent this year, ...

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Equal marriages go along with more equal pay

  A friend recently asked me whether women’s entry into the workforce has been good for men. I couldn’t give him a clear answer, because it’s a complicated question. Overall, the answer is yes, but the change hasn’t been equally good for all men. Those who have successfully adapted their family structure and social norms to the new economic realities ...

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BOJ March plan would taper bond buying by 18 percent

  Bloomberg The Bank of Japan’s bond-purchase plan for March puts policy makers on track to miss an annual target, leaving investors debating whether they’re witnessing a stealth tapering. Calculations based on the plan released Feb. 28 suggest a net 66 trillion yen ($575 billion) of purchases if the March pace were to be sustained over the following 11 months. ...

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