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  • August 21, 2014
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  1. Comment - Insight & Opinion - JAKE'S VIEW

    'Grim' retail sales index tells only fraction of story

    Posted Aug 03rd 2014, 04:25am by Jake Van Der Kamp

    ... to be fewer than one-quarter but then we had the shopping boom by mainland tourists, which redoubled in intensity in 2010. Mainland shoppers buy the sorts of things that show up in the retail sales ... "We could never move to a smaller flat cuz where would we put all of our stuff?" But then here is another of Jake's Patented Astonishing Facts for you. Most of what we buy (mainland ...

    http://www.scmp.com/comment/insight-opinion/article/1565124/grim-retail-sales-index-tells-only-fraction-story
  2. Comment - Insight & Opinion - JAKE'S VIEW

    Why HK needs to be cautious about deposit guarantee

    Posted Aug 04th 2014, 03:14pm by Jake Van Der Kamp

    ... been sitting still there except that the roadblock to the top of the Hong Kong Monetary Authority was suddenly unblocked when his predecessor declared a through train on mainland investment ...

    http://www.scmp.com/comment/insight-opinion/article/1566181/why-hk-needs-be-cautious-about-deposit-guarantee
  3. Business - Comment - JAKE'S VIEW

    Hong Kong goes with the flow and reaps the rewards of capital movements

    Posted Jul 29th 2014, 01:04am by Jake Van Der Kamp

    ... Jake van der Kamp Head scratching in HKMA can make way for reality of mainland-bound capital movements How HK goes with the flow and reaps the rewards Hong Kong must stay alert ... pretending that it is meant for Hong Kong, and pumped it out again as foreign investment from Hong Kong into the mainland. It's just a false declaration trick, a neat way of making mainland ...

    http://www.scmp.com/business/article/1561436/hong-kong-goes-flow-and-reaps-rewards-capital-movements
  4. Comment - Insight & Opinion - JAKE'S VIEW

    Mainlanders' spending in Hong Kong doesn't show up in our GDP- that's statistical reality

    Posted Jun 15th 2014, 03:55am by Jake Van Der Kamp

    ... Jake van der Kamp Mainlanders' spending in HK has no effect on our GDP Cutting the number of solo travellers to Hong Kong will hinder the city's economic growth but only ... that Hong Kong residents have spent abroad. Thus if mainland tourist spending here now crashes, our economy will march on untroubled. But I hear you. This is all wrong, you say. Things should ...

    http://www.scmp.com/comment/insight-opinion/article/1532890/mainlanders-spending-hong-kong-doesnt-show-our-gdp-thats
  5. Business - Comment - JAKE'S VIEW

    Keep Hong Kong airport for wide-body jets and ditch need for third runway

    Posted Jul 15th 2014, 01:17am by Jake Van Der Kamp

    ... that the airlines exploited to run far more flights of small Boeing 737s and other such microlights, many of them half empty, to minor towns in the mainland. And now that the new airport is reaching ...

    http://www.scmp.com/business/article/1554322/keep-hong-kong-airport-wide-body-jets-and-ditch-need-third-runway
  6. Comment - Insight & Opinion - JAKE'S VIEW

    HK Electric may be right about idea of importing power from mainland China

    Posted Jun 08th 2014, 05:30am by Jake Van Der Kamp

    ... supply. It boils down to a choice between importing about 30 per cent of power from the mainland grid or upgrading local power generation. South China Morning Post, June 6   It is not only government seeking public opinion. HK Electric has been e-mailing customers recently, asking them to speak out against mainland power, and even China Light, careful with its words, says the Hong ...

    http://www.scmp.com/comment/insight-opinion/article/1527546/hk-electric-may-be-right-about-idea-importing-power-mainland
  7. Comment - Insight & Opinion - JAKE'S VIEW

    Police can handle Occupy protest, so why the paranoia from Beijing?

    Posted Jul 13th 2014, 03:25am by Jake Van Der Kamp

    ... what we actually have here is Beijing's paranoid fantasy. On the mainland, it would be easy to stop Occupy Central before its supporters could even occupy a bus seat to get there. As soon ...

    http://www.scmp.com/comment/insight-opinion/article/1552875/police-can-handle-occupy-protest-so-why-paranoia-beijing
  8. Property - Comment - JAKE'S VIEW

    Hong Kong's simple answer to its industrial land space puzzle

    Posted Jul 03rd 2014, 02:06am by Jake Van Der Kamp

    ... industries moved to a more natural home on the mainland. But, of course, much of what we include in industrial production serves our domestic economy rather than consisting of export goods. Examples ...

    http://www.scmp.com/property/article/1545172/hong-kongs-simple-answer-its-industrial-land-space-puzzle
  9. Comment - Insight & Opinion - JAKE'S VIEW

    Council proposals won't do much for investor protection

    Posted Jun 22nd 2014, 03:15am by Jake Van Der Kamp

    ... of mainland stocks. In short, investors here have very little protection anyway from the sharks of the market. Are we then to turn them into pure shark bait by removing the one protection they have ...

    http://www.scmp.com/comment/insight-opinion/article/1537836/council-proposals-wont-do-much-investor-protection
  10. Business - Comment - JAKE'S VIEW

    China's consumer success story still has a long way to go

    Posted Jun 12th 2014, 01:51am by Jake Van Der Kamp

    ... Jake van der Kamp After decades of infrastructure spending, the mainland must focus on the consumer sector China's consumer success story still has a long way to go The new Chinese technology companies are benefiting from investor bets that they can profit from the country's expanding consumer sector and grow quickly even with less state help. Bloomberg in New York SCMP, ...

    http://www.scmp.com/business/article/1530418/chinas-consumer-success-story-still-has-long-way-go

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