Neil Newman

Neil Newman

Neil Newman is a thematic portfolio strategist focused on pan-Asian equity markets. Experienced in the major global financial centres of Tokyo, London and New York, he is a regular commentator on commercial investment strategies that suit constantly changing investor trends. He is a long-term resident of Hong Kong.

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Latest from Neil Newman

Abacus | Squid Game, Hellbound: will South Korea displace Japan as the new cultural superpower in Asia?

Having binge-watched Squid Game and Hellbound, Neil Newman has another item to add to his New Year detox list.

Having binge-watched Squid Game and Hellbound, Neil Newman has another item to add to his New Year detox list.

Squid Game, Hellbound: will South Korea displace Japan as the new cultural superpower in Asia?
6 Dec 2021 - 9:30AM
Omicron shelves Japan’s reopening, but in post-Chinese tourism era, businesses are back in blossom

As the Omicron coronavirus variant delays reopening plans, a pressing question emerges: would the Japanese even really want foreign tourists back?

As the Omicron coronavirus variant delays reopening plans, a pressing question emerges: would the Japanese even really want foreign tourists back?

Omicron shelves Japan’s reopening, but in post-Chinese tourism era, businesses are back in blossom
5 Dec 2021 - 9:00AM
Abacus | Overweight China and obese America put tubby Hong Kong in a difficult position

Hong Kong is caught between a rock and a hard place in opening up the border: by opting for free movement with China, it can’t open up to foreign travel from elsewhere.

Hong Kong is caught between a rock and a hard place in opening up the border: by opting for free movement with China, it can’t open up to foreign travel from elsewhere.

Overweight China and obese America put tubby Hong Kong in a difficult position
29 Nov 2021 - 1:17PM
Abacus | Pacifist Japan is quietly arming itself to the teeth, with China in its sights

‘Japan now has more aircraft carriers than China – it just disguises them as helicopter carriers’.

‘Japan now has more aircraft carriers than China – it just disguises them as helicopter carriers’.

Pacifist Japan is quietly arming itself to the teeth, with China in its sights
22 Nov 2021 - 9:30AM
Abacus | As the world’s post-Covid recovery takes off, a closed Hong Kong is poorer than it thinks

The city is rich and can ride things out by giving away free money to puff up GDP. But it is becoming poor in other ways and risks missing out as the rest of the world speeds past, writes Neil Newman.

The city is rich and can ride things out by giving away free money to puff up GDP. But it is becoming poor in other ways and risks missing out as the rest of the world speeds past, writes Neil Newman.

As the world’s post-Covid recovery takes off, a closed Hong Kong is poorer than it thinks
15 Nov 2021 - 10:42AM
Abacus | From China to Europe, being ill prepared for floods will leave us soaked in regret

Neil Newman mulls filling sandbags and buying a dinghy next year.

Neil Newman mulls filling sandbags and buying a dinghy next year.

From China to Europe, being ill prepared for floods will leave us soaked in regret
8 Nov 2021 - 8:30AM
Abacus | Sorry Boris, but without China the COP is a flop

Neil Newman asks: is anyone on Mother Earth’s side at COP26?

Neil Newman asks: is anyone on Mother Earth’s side at COP26?

Sorry Boris, but without China the COP is a flop
1 Nov 2021 - 12:16PM
Opinion | Prepare for a stock market crash and take stock of a golden opportunity

Stock markets are going to crash, it’s just a matter of when. So there is some housekeeping to be done now. With gold surprisingly in a downtrend, perhaps it is time to have a look before everyone else notices.

Stock markets are going to crash, it’s just a matter of when. So there is some housekeeping to be done now. With gold surprisingly in a downtrend, perhaps it is time to have a look before everyone else notices.

Prepare for a stock market crash and take stock of a golden opportunity
25 Oct 2021 - 9:33AM
Abacus | One country, two systems isn’t working. Time for a Hong Kong governor

The quarter-century experiment had the best of intentions, but it has ultimately failed. Rather than playing the blame game, isn’t it time for a new approach, writes Neil Newman.

The quarter-century experiment had the best of intentions, but it has ultimately failed. Rather than playing the blame game, isn’t it time for a new approach, writes Neil Newman.

One country, two systems isn’t working. Time for a Hong Kong governor
18 Oct 2021 - 9:47AM
Abacus | Evergrande, Sinic, Fantasia: a tidal wave of Chinese debt is about to sink Australia’s economic recovery

The era in which China could be trusted to buy an abundance of Australian dirt, and pay good money for it too, has come to an end, writes Neil Newman.

The era in which China could be trusted to buy an abundance of Australian dirt, and pay good money for it too, has come to an end, writes Neil Newman.

Evergrande, Sinic, Fantasia: a tidal wave of Chinese debt is about to sink Australia’s economic recovery
19 Oct 2021 - 2:53PM
Abacus | Did Aukus just torpedo Europe’s ‘united front’ to contain China?

In the Aukus subplot, Neil Newman wonders who the Bond villain is.

In the Aukus subplot, Neil Newman wonders who the Bond villain is.

Did Aukus just torpedo Europe’s ‘united front’ to contain China?
4 Oct 2021 - 9:30AM
Abacus | China is decoupling from the world, not the other way around

The increasing nationalism of Chinese consumers, as much as supply chain issues and Covid-related disruptions, is the reason international firms are moving overseas, writes Neil Newman.

The increasing nationalism of Chinese consumers, as much as supply chain issues and Covid-related disruptions, is the reason international firms are moving overseas, writes Neil Newman.

China is decoupling from the world, not the other way around
27 Sep 2021 - 9:52AM
Abacus | What the lolly for a UK lorry means for the wonga of a Hongkonger

Neil Newman is kicking himself for not learning to drive a lorry when he was 18.

Neil Newman is kicking himself for not learning to drive a lorry when he was 18.

What the lolly for a UK lorry means for the wonga of a Hongkonger
20 Sep 2021 - 7:00AM
Abacus | After China’s crackdown, the UN’s green energy drive could take Hong Kong’s Bitcoin miners to the cleaners

Are cryptocurrencies dirty or clean? Neil Newman looks at the polluting nature of Bitcoin mining.

Are cryptocurrencies dirty or clean? Neil Newman looks at the polluting nature of Bitcoin mining.

After China’s crackdown, the UN’s green energy drive could take Hong Kong’s Bitcoin miners to the cleaners
21 Sep 2021 - 1:36PM
Abacus | Is Elon Musk’s Tesla-bot a surrogate Rosamund Pike?

Neil Newman wants to walk on the moon, and he may have spotted a way he can get there.

Neil Newman wants to walk on the moon, and he may have spotted a way he can get there.

Is Elon Musk’s Tesla-bot a surrogate Rosamund Pike?
6 Sep 2021 - 7:00AM
Abacus | The US, Britain and Europe ‘led’ in creating climate change. China, Japan and Australia can lead the solution

Leaving on a jet-stream? Neil Newman looks at the potential impact of warming up these winds.

Leaving on a jet-stream? Neil Newman looks at the potential impact of warming up these winds.

The US, Britain and Europe ‘led’ in creating climate change. China, Japan and Australia can lead the solution
30 Aug 2021 - 7:00AM
Abacus | Hongkongers keep the faith, but with the anti-sanctions law looming, for how much longer?

89,200 is a drop in the ocean, but where emigration goes from here is the bigger worry, writes Neil Newman.

89,200 is a drop in the ocean, but where emigration goes from here is the bigger worry, writes Neil Newman.

Hongkongers keep the faith, but with the anti-sanctions law looming, for how much longer?
13 Oct 2021 - 12:45PM
Abacus | Japan’s message for China: a baby boom isn’t going to happen

Is China turning Japanese? Looking at demographics, Neil Newman really thinks so.

Is China turning Japanese? Looking at demographics, Neil Newman really thinks so.

Japan’s message for China: a baby boom isn’t going to happen
16 Aug 2021 - 7:13AM
Abacus | Hong Kong equity investors may as well give up and kiss the HSI goodbye

It’s been a hellish week for investors in Chinese equities as risk profiles shift from valuation methodologies we hold dear to policy changes by Chinese and American governments, writes Neil Newman.

It’s been a hellish week for investors in Chinese equities as risk profiles shift from valuation methodologies we hold dear to policy changes by Chinese and American governments, writes Neil Newman.

Hong Kong equity investors may as well give up and kiss the HSI goodbye
9 Aug 2021 - 7:00AM
Abacus | Follow the bubbly trend – Asia’s getting a kick from champagne

In the week that champagne was created, Neil Newman pops open a bottle and looks at where the fizz is flowing.

In the week that champagne was created, Neil Newman pops open a bottle and looks at where the fizz is flowing.

Follow the bubbly trend – Asia’s getting a kick from champagne
2 Aug 2021 - 7:00AM
Abacus | Between Biden and Hong Kong, are HSBC’s days as a global bank Gone for Good?

With most of its revenues from Hong Kong and China, headquartered in London and regulated by the US, remaining British may be impossible for HSBC.

With most of its revenues from Hong Kong and China, headquartered in London and regulated by the US, remaining British may be impossible for HSBC.

Between Biden and Hong Kong, are HSBC’s days as a global bank Gone for Good?
26 Jul 2021 - 4:16PM
Abacus | Will China’s digital yuan help Hong Kong go cashless? Don’t bank on it

Digital currencies issued by central banks could be the answer, writes Neil Newman.

Digital currencies issued by central banks could be the answer, writes Neil Newman.

Will China’s digital yuan help Hong Kong go cashless? Don’t bank on it
19 Jul 2021 - 9:04AM
Asian Angle | Russian hackers hit US and Europe. Is Asia the next target of a Massive Attack?

Despite accusations from the US, China is more victim than perpetrator, writes Neil Newman.

Despite accusations from the US, China is more victim than perpetrator, writes Neil Newman.

Russian hackers hit US and Europe. Is Asia the next target of a Massive Attack?
12 Jul 2021 - 7:00AM
Abacus | Will the AI dynamic pricing lead Hong Kong’s shoppers to virtual insanity?

Computer driven dynamic pricing is a bit like a Hong Kong wet market, but on a whole new level, writes Neil Newman.

Computer driven dynamic pricing is a bit like a Hong Kong wet market, but on a whole new level, writes Neil Newman.

Will the AI dynamic pricing lead Hong Kong’s shoppers to virtual insanity?
5 Jul 2021 - 7:08AM
Abacus | Nuclear fusion or galactic pollution, what’s the conclusion for China’s billionaires?

The rivalry between the American and British innovators has become a circus as their massive wealth goes to one-upmanship in super hi-tech endeavours, writes Neil Newman.

The rivalry between the American and British innovators has become a circus as their massive wealth goes to one-upmanship in super hi-tech endeavours, writes Neil Newman.

Nuclear fusion or galactic pollution, what’s the conclusion for China’s billionaires?
28 Jun 2021 - 8:00AM
Abacus | After G7 tax deal, here’s how Hong Kong can keep its edge

The city’s government may need to address a lack of whistle-blower protection and modern day slavery legislation if it is to remain competitive, writes Neil Newman.

The city’s government may need to address a lack of whistle-blower protection and modern day slavery legislation if it is to remain competitive, writes Neil Newman.

After G7 tax deal, here’s how Hong Kong can keep its edge
21 Jun 2021 - 7:00AM
Abacus | Take the pressure off Hong Kong’s musicians

Closet Durannie and fumbling guitarist Neil Newman wonders if, with government support, the industry can be rebuilt for post-pandemic economic benefit.

Closet Durannie and fumbling guitarist Neil Newman wonders if, with government support, the industry can be rebuilt for post-pandemic economic benefit.

Take the pressure off Hong Kong’s musicians
15 Jun 2021 - 8:08PM
Abacus | Bans on Chinese drone tech won’t stop Japan’s industry from taking off

As commercial drones become an ever more important part of the workforce given Japan’s ageing population, the smart money is on Japan’s tech mojo to rise again, writes Neil Newman.

As commercial drones become an ever more important part of the workforce given Japan’s ageing population, the smart money is on Japan’s tech mojo to rise again, writes Neil Newman.

Bans on Chinese drone tech won’t stop Japan’s industry from taking off
7 Jun 2021 - 7:00AM
Abacus | China is heading into an economic perfect storm

With ballooning debt, rising commodity prices and an erosion of foreign reserves, clouds are forming over Beijing – and the winds will be felt on far flung shores, writes Neil Newman.

With ballooning debt, rising commodity prices and an erosion of foreign reserves, clouds are forming over Beijing – and the winds will be felt on far flung shores, writes Neil Newman.

China is heading into an economic perfect storm
31 May 2021 - 7:11AM
Abacus | The takeaway from Taiwan’s chip bottleneck? Invest in software firms, teach your kids Python

There is a coming boom in tech financing and accelerated growth in semiconductor hardware and programming software, writes Neil Newman – who is off to learn Python.

There is a coming boom in tech financing and accelerated growth in semiconductor hardware and programming software, writes Neil Newman – who is off to learn Python.

The takeaway from Taiwan’s chip bottleneck? Invest in software firms, teach your kids Python
24 May 2021 - 7:16AM