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 | China blocks Australian copper imports – but from solar cells to beating Covid-19, global demand for copper is set to soar

It’s not just a core manufacturing raw material, it is also being used to eliminate coronaviruses and bacteria on mass transport and in other public spaces.

30 Nov 2020 - 2:17PM

It’s not just a core manufacturing raw material, it is also being used to eliminate coronaviruses and bacteria on mass transport and in other public spaces.

China blocks Australian copper imports – but from solar cells to beating Covid-19, global demand for copper is set to soar
Abacus | Markets are pricing a ‘normal’ US. Just wait for the Trump-Harris White House

Markets feel reassured, for now. But with various results still possible – including a President Pelosi – they could soon become unnerved, writes Neil Newman.

23 Nov 2020 - 7:00AM

Markets feel reassured, for now. But with various results still possible – including a President Pelosi – they could soon become unnerved, writes Neil Newman.

Markets are pricing a ‘normal’ US. Just wait for the Trump-Harris White House
Abacus | As China’s blockade unravels the Australian economy, everything is at risk

As the American, British and other navies plan a show of force in Asian waters, Beijing’s relations with Canberra are heading to a point of no return.

16 Nov 2020 - 7:22AM

As the American, British and other navies plan a show of force in Asian waters, Beijing’s relations with Canberra are heading to a point of no return.

As China’s blockade unravels the Australian economy, everything is at risk
Abacus | Here are 1.4 billion reasons in Asia to invest in virtual and augmented reality

Neil Newman takes a look at how a new generation work and play from home in the US and UK and wonders is this where Hong Kong could go? 

9 Nov 2020 - 7:31AM

Neil Newman takes a look at how a new generation work and play from home in the US and UK and wonders is this where Hong Kong could go? 

Here are 1.4 billion reasons in Asia to invest in virtual and augmented reality
Abacus | Coronavirus has left Hong Kong’s economy looking critically ill

The business pillars of Hong Kong’s identity are fast shedding assets and staff as revenues collapse. Before it is too late, the SAR needs to be set mask free

2 Nov 2020 - 3:14PM

The business pillars of Hong Kong’s identity are fast shedding assets and staff as revenues collapse. Before it is too late, the SAR needs to be set mask free

Coronavirus has left Hong Kong’s economy looking critically ill
Abacus | Japan’s full of wind, but China could blow away the competition

Neil Newman peers through the looming winter smog and sees a greener world in which Asia’s alternative energy industry is powering ahead.

26 Oct 2020 - 8:50AM

Neil Newman peers through the looming winter smog and sees a greener world in which Asia’s alternative energy industry is powering ahead.

Japan’s full of wind, but China could blow away the competition
Abacus | Cathay Pacific’s staff cut won’t be the deepest for Hong Kong

The first cut isn’t the deepest; job losses at the airline will provide cover for even bigger employers to make similar moves, writes Neil Newman.

22 Oct 2020 - 11:02AM

The first cut isn’t the deepest; job losses at the airline will provide cover for even bigger employers to make similar moves, writes Neil Newman.

Cathay Pacific’s staff cut won’t be the deepest for Hong Kong
Abacus | Forget vaccines. Copper kills coronaviruses and China’s cornered the market

Even when we finally get a Covid-19 vaccine it may be no better than an annual flu shot. But there’s an older remedy that hasn’t got the press it deserves, writes Neil Newman.

19 Oct 2020 - 8:36AM

Even when we finally get a Covid-19 vaccine it may be no better than an annual flu shot. But there’s an older remedy that hasn’t got the press it deserves, writes Neil Newman.

Forget vaccines. Copper kills coronaviruses and China’s cornered the market
Abacus | Jammy investors: is Hong Kong property feeling Japan’s doughnut effect?

With rents and property prices in Central and Mid-Levels starting to fall, Neil Newman thinks commuter belt and rural Hong Kong is about to get a boost. Is there a hole in his argument?

12 Oct 2020 - 7:11AM

With rents and property prices in Central and Mid-Levels starting to fall, Neil Newman thinks commuter belt and rural Hong Kong is about to get a boost. Is there a hole in his argument?

Jammy investors: is Hong Kong property feeling Japan’s doughnut effect?
Abacus | With Britain’s new trade deals in Asia and Oceania, expect to see the Royal Navy in the South China Sea

With new post-Brexit trade agreements, the British navy will be required to beef up its presence alongside the US Seventh Fleet in the disputed waterway, as well as the Pacific.

5 Oct 2020 - 8:00AM

With new post-Brexit trade agreements, the British navy will be required to beef up its presence alongside the US Seventh Fleet in the disputed waterway, as well as the Pacific.

With Britain’s new trade deals in Asia and Oceania, expect to see the Royal Navy in the South China Sea
Abacus | As the US-China space and arms race takes off, these investments should too

As China boldly goes where the Americans and Russians have gone before, Neil Newman has some advice on how to make stellar stock picks.

28 Sep 2020 - 7:07AM

As China boldly goes where the Americans and Russians have gone before, Neil Newman has some advice on how to make stellar stock picks.

As the US-China space and arms race takes off, these investments should too
Abacus | Re-Arm-ed: Nvidia’s move on UK chip giant sets up US-China tech war showdown

Was Nvidia’s acquisition of Arm a strategic business move by SoftBank or an opportunistic grab by the US? Either way, one wrong move from here and Chinese software developers could be in the line of fire.

21 Sep 2020 - 7:32AM

Was Nvidia’s acquisition of Arm a strategic business move by SoftBank or an opportunistic grab by the US? Either way, one wrong move from here and Chinese software developers could be in the line of fire.

Re-Arm-ed: Nvidia’s move on UK chip giant sets up US-China tech war showdown
Abacus | Hong Kong’s food price inflation may have only just begun

Covid-19 has created problems with shipping that are only now being felt by the consumer, writes Neil Newman. Factor in crop shortages and natural disasters, and things are about to get expensive.

14 Sep 2020 - 9:30AM

Covid-19 has created problems with shipping that are only now being felt by the consumer, writes Neil Newman. Factor in crop shortages and natural disasters, and things are about to get expensive.

Hong Kong’s food price inflation may have only just begun
Abacus | Caught in US-China crossfire, should HSBC split its global businesses?

Breaking up is hard to do, but for ‘the world’s local bank’ stuck in the middle of the US-China crossfire, it may be the only way to win investors back, writes Neil Newman.

7 Sep 2020 - 7:04AM

Breaking up is hard to do, but for ‘the world’s local bank’ stuck in the middle of the US-China crossfire, it may be the only way to win investors back, writes Neil Newman.

Caught in US-China crossfire, should HSBC split its global businesses?
Abacus | Japan will profit from Singapore’s taste for sewage. Hong Kong dig in!

Population growth, climate change and plain old bad piping mean it’s time to invest in the companies behind desalination and sewage recycling technology, writes Neil Newman.

31 Aug 2020 - 11:37AM

Population growth, climate change and plain old bad piping mean it’s time to invest in the companies behind desalination and sewage recycling technology, writes Neil Newman.

Japan will profit from Singapore’s taste for sewage. Hong Kong dig in!
Abacus | The credit cards in our wallets are in America’s pocket

Not only can America deny Hong Kong’s banks access to Swift, but it can also stop our credit cards and even restrict the printing of the city’s currency, writes Neil Newman.

27 Aug 2020 - 7:13PM

Not only can America deny Hong Kong’s banks access to Swift, but it can also stop our credit cards and even restrict the printing of the city’s currency, writes Neil Newman.

The credit cards in our wallets are in America’s pocket
Abacus | It’s time to ditch the crashing US dollar and buy groceries with gold. Here’s how

As the US dollar heads south, Neil Newman has a Glint in his eyes and a Wellcome tip for how to spend your hard-earned ingots at the supermarket.

17 Aug 2020 - 5:23PM

As the US dollar heads south, Neil Newman has a Glint in his eyes and a Wellcome tip for how to spend your hard-earned ingots at the supermarket.

It’s time to ditch the crashing US dollar and buy groceries with gold. Here’s how
Abacus | Climate change: China must seize the day on coal, or a toxic cocktail of winter smog and coronavirus awaits

Before you wish for the ‘old normal’ to return, take a breath and reconsider. Going back could be extremely dangerous, not only for the climate but for local pollution too.

10 Aug 2020 - 9:15AM

Before you wish for the ‘old normal’ to return, take a breath and reconsider. Going back could be extremely dangerous, not only for the climate but for local pollution too.

Climate change: China must seize the day on coal, or a toxic cocktail of winter smog and coronavirus awaits
Abacus | US dollar vs yuan: why China’s threat against HSBC rings hollow – for now

China’s stalling efforts to internationalise the renminbi means it needs HSBC to provide international access. So, are those HK$35 shares a bargain? Not so fast

3 Aug 2020 - 10:03AM

China’s stalling efforts to internationalise the renminbi means it needs HSBC to provide international access. So, are those HK$35 shares a bargain? Not so fast

US dollar vs yuan: why China’s threat against HSBC rings hollow – for now
Abacus | Is Hong Kong being served fairly? Food prices in UK, Singapore and Japan suggest not

Neil Newman fills his shopping basket in Britain, Singapore and Japan and finds the price comparison with Hong Kong hard to swallow.

27 Jul 2020 - 9:00AM

Neil Newman fills his shopping basket in Britain, Singapore and Japan and finds the price comparison with Hong Kong hard to swallow.

Is Hong Kong being served fairly? Food prices in UK, Singapore and Japan suggest not
Abacus | What becomes of the Hong Kong dollar? Singapore may hold the secret

Suggestions Washington will weaponise the US dollar against China are not the only reason reducing Hong Kong’s dependence on the currency might be a good idea.

20 Jul 2020 - 8:00AM

Suggestions Washington will weaponise the US dollar against China are not the only reason reducing Hong Kong’s dependence on the currency might be a good idea.

What becomes of the Hong Kong dollar? Singapore may hold the secret
Abacus | If it’s goodbye to Chinese goods, then it’s hello to runaway inflation

‘We have ourselves to blame for wrecking domestic manufacturing and becoming consumption addicts.’

13 Jul 2020 - 7:15AM

‘We have ourselves to blame for wrecking domestic manufacturing and becoming consumption addicts.’

If it’s goodbye to Chinese goods, then it’s hello to runaway inflation
Abacus | Perfect spies may already be among us: industrial robots

Gone are the old days of industrial espionage when competitors broke into each other’s labs. The Internet of Things has opened a new dimension in which robots themselves can act as sleeper agents.

6 Jul 2020 - 8:12AM

Gone are the old days of industrial espionage when competitors broke into each other’s labs. The Internet of Things has opened a new dimension in which robots themselves can act as sleeper agents.

Perfect spies may already be among us: industrial robots
Abacus | An oarfish in Hong Kong is a bad omen for Japan’s earthquake watchers

Japanese folklore has it that when oarfish rise to shallow waters, disasters like earthquakes, tsunamis and volcanic eruptions are not far off. Ominously, one recently washed up on Lamma Island.

1 Jul 2020 - 11:24AM

Japanese folklore has it that when oarfish rise to shallow waters, disasters like earthquakes, tsunamis and volcanic eruptions are not far off. Ominously, one recently washed up on Lamma Island.

An oarfish in Hong Kong is a bad omen for Japan’s earthquake watchers
Abacus | The national security law could turn Hong Kong into Asia’s Monaco

The city may soon say goodbye to its port and welcome posh yachts, redomiciled Chinese stocks and even more upmarket property.

29 Jun 2020 - 8:18AM

The city may soon say goodbye to its port and welcome posh yachts, redomiciled Chinese stocks and even more upmarket property.

The national security law could turn Hong Kong into Asia’s Monaco
Abacus | Elon Musk’s Starlink: game-changer for China’s Great Firewall and hedge funds

The billionaire champions his satellite network as making internet available to the poorest of nations. But it will also transform arbitrage trading and censorship. 

22 Jun 2020 - 7:16AM

The billionaire champions his satellite network as making internet available to the poorest of nations. But it will also transform arbitrage trading and censorship. 

Elon Musk’s Starlink: game-changer for China’s Great Firewall and hedge funds
Abacus | Troubled Hong Kong, China’s gateway to markets, could prove too costly

Chinese money slips out through Hong Kong while the SAR shrinks as a piece of China’s GDP pie. As long as the city remains open it will continue to be the pipeline to the dollar. How long before Beijing fixes the plumbing?

15 Jun 2020 - 7:23AM

Chinese money slips out through Hong Kong while the SAR shrinks as a piece of China’s GDP pie. As long as the city remains open it will continue to be the pipeline to the dollar. How long before Beijing fixes the plumbing?

Troubled Hong Kong, China’s gateway to markets, could prove too costly
Abacus | Returning tourism won’t save airlines from coronavirus

The bad news is piling up for aircraft makers and their parts suppliers – and the white knights may never turn up. Do we even want to go back to travelling as much as we used to?

8 Jun 2020 - 7:04AM

The bad news is piling up for aircraft makers and their parts suppliers – and the white knights may never turn up. Do we even want to go back to travelling as much as we used to?

Returning tourism won’t save airlines from coronavirus
Abacus | Why China, like Japan, needn’t worry about paying all that debt back

With China’s total debt hitting 317 per cent of GDP, it looks destined to join Greece on the ‘wall of shame’. But why worry when Modern Monetary Theory suggests its debts may never need to be paid?

1 Jun 2020 - 7:00AM

With China’s total debt hitting 317 per cent of GDP, it looks destined to join Greece on the ‘wall of shame’. But why worry when Modern Monetary Theory suggests its debts may never need to be paid?

Why China, like Japan, needn’t worry about paying all that debt back
Abacus | Coronavirus: Japan shows our faith in lockdowns and working from home is misplaced

Crowded Japan was unable to embrace either measure, yet it has one of the world’s lowest infection rates suggesting another force is at work. Asian hygiene standards, take a bow.

22 May 2020 - 7:25AM

Crowded Japan was unable to embrace either measure, yet it has one of the world’s lowest infection rates suggesting another force is at work. Asian hygiene standards, take a bow.

Coronavirus: Japan shows our faith in lockdowns and working from home is misplaced