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  • October 21, 2014
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  1. Business - Comment - LAI SEE

    Report warned of confrontation over constitutional reform

    Posted Oct 08th 2014, 06:05am by Howard Winn

    ... disturbing parallels with public sentiment during the 2003-04 period of discontent, and that some of the variations indicate that, "a clash between mainland officials and Hong Kong youth, ...

    http://www.scmp.com/business/article/1611643/report-warned-confrontation-over-constitutional-reform
  2. Business - Comment - LAI SEE

    Umbrella movement heading for an unhappy ending

    Posted Oct 07th 2014, 05:26am by Howard Winn

    ... of the constitutional reform process, as Carrie the Can Lam.   Protest opportunities? At the start of trading yesterday morning the Hang Seng Index had fallen 3 per cent since the start of the protest movement. In a note to clients yesterday CLSA points out that the HSI is trading at a price to book ratio of 1.28 times, which it says is close to the lows it achieved following the global financial crisis. ...

    http://www.scmp.com/business/article/1611003/umbrella-movement-heading-unhappy-ending
  3. Business - Comment - LAI SEE

    Occupy has shown us a car-free Central

    Posted Oct 01st 2014, 04:18am by Howard Winn

    ... at the arrangements for the farewell cocktail party for Fred Lam, executive director at the Hong Kong Trade Development Council. Lam has resigned from the HKTDC, where he has worked for 28 years. This has ... it was considered a tad disrespectful not to have some English translations on hand since it is the language of trade and the event, paid for out of taxpayer's money, was supposed to be more than just ...

    http://www.scmp.com/business/article/1604940/occupy-has-shown-us-car-free-central
  4. Business - Comment - LAI SEE

    'Humble Scottish merchant' writes to the Financial Times

    Posted Sep 24th 2014, 06:13am by Howard Winn

    ... Howard Winn We read with interest a letter in the Financial Times last week on the subject of the Scottish referendum. It starts, "Sir, I am a humble Scottish merchant trading in the China Seas. My family has followed this profession for almost 200 years. When we are bearing the sticky heat of China's Pearl River Delta or the tropical rainforests of equatorial Borneo, ...

    http://www.scmp.com/business/article/1599032/humble-scottish-merchant-writes-financial-times
  5. Business - Comment - LAI SEE

    CLSA's Chris Woods assesses death and markets

    Posted Sep 16th 2014, 03:23am by Howard Winn

    ... to have been driven more by the carry trade than by foreign direct investment. That is, Hong Kong dollar funds are being swapped into renminbi and invested in high yielding renminbi wealth management products on the mainland. This is because they both have large offshore renminbi markets. Another factor which suggested the existence of a carry trade was that trade finance loans in Hong ...

    http://www.scmp.com/business/article/1593374/clsas-chris-woods-assesses-death-and-markets
  6. Business - Comment - LAI SEE

    Structural change in United States will impact on China

    Posted Sep 17th 2014, 05:39am by Howard Winn

    ... includes, among other things, a country's trade balance with other countries. This has implications for the rest of the world since the US current account deficit is an important driver ...

    http://www.scmp.com/business/article/1594169/structural-change-united-states-will-impact-china
  7. Business - Comment - LAI SEE

    Is it so hard to turn Hong Kong's landfills into biofuels?

    Posted Sep 11th 2014, 06:02am by Howard Winn

    ... infrastructure, "knowledge", trading links and so on. Indeed in 2012, the Economist Intelligence Unit ranked Hong Kong the fourth-most competitive city in the world, far ahead of Beijing, ...

    http://www.scmp.com/business/article/1589623/it-so-hard-turn-hong-kongs-landfills-biofuels
  8. Business - Comment - LAI SEE

    Suspense at Wison Engineering is killing shareholders

    Posted Sep 04th 2014, 01:00am by Howard Winn

    ... yuan (HK$234 million) loan. The upshot of all this is that shareholders have been unable to trade their shares for a year. It's not as if company activity collapsed in the wake ... trading. But Wison says it wants to continue the suspension while renegotiating a number of its banking facilities which are in default. On May 29 the listings committee ordered the company ...

    http://www.scmp.com/business/article/1584630/suspense-wison-engineering-killing-shareholders
  9. Business - Comment - LAI SEE

    Sino Iron fiasco has Clive Palmer changing his attitude to China

    Posted Aug 23rd 2014, 01:03am by Howard Winn

    ... Howard Winn Clive Palmer's tirade against China made global headlines earlier this week. But what's got the Australian mining billionaire so fired up? After all, four years ago Palmer was critical of the previous Labor government when Kevin Rudd was prime minister saying its policies made trade difficult for Chinese investors. In a speech he called the policies ...

    http://www.scmp.com/business/article/1579552/sino-iron-fiasco-has-clive-palmer-changing-his-attitude-china
  10. Business - Comment - LAI SEE

    'Closed to media' event at Foreign Correspondents' Club

    Posted Aug 13th 2014, 01:02am by Howard Winn

    ... something inappropriate in front of a client, leave the office earlier than your MD, or screw up the coffee for the entire trading floor, and it could be curtains." HTC has provided a list ...

    http://www.scmp.com/business/article/1572400/closed-media-event-foreign-correspondents-club

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