A woman wearing a face mask walks past an electronic board showing the Hong Kong share index at the city’s stock exchange on June 16. Stocks have endured a roller coaster first half of the year, surging in the second quarter after a difficult start to 2020. Photo: AP A woman wearing a face mask walks past an electronic board showing the Hong Kong share index at the city’s stock exchange on June 16. Stocks have endured a roller coaster first half of the year, surging in the second quarter after a difficult start to 2020. Photo: AP
A woman wearing a face mask walks past an electronic board showing the Hong Kong share index at the city’s stock exchange on June 16. Stocks have endured a roller coaster first half of the year, surging in the second quarter after a difficult start to 2020. Photo: AP
Richard Harris
Opinion

Opinion

The View by Richard Harris

Between the coronavirus, trade war and more, financial markets have had an extraordinary six months. What’s next?

  • The year has so far been one where narrative finance, rather than a command of economic or financial fundamentals, has guided asset prices
  • There is no reason the third quarter should be as extraordinary as the first two, but it would take a brave investor to bet on it being uneventful

A woman wearing a face mask walks past an electronic board showing the Hong Kong share index at the city’s stock exchange on June 16. Stocks have endured a roller coaster first half of the year, surging in the second quarter after a difficult start to 2020. Photo: AP A woman wearing a face mask walks past an electronic board showing the Hong Kong share index at the city’s stock exchange on June 16. Stocks have endured a roller coaster first half of the year, surging in the second quarter after a difficult start to 2020. Photo: AP
A woman wearing a face mask walks past an electronic board showing the Hong Kong share index at the city’s stock exchange on June 16. Stocks have endured a roller coaster first half of the year, surging in the second quarter after a difficult start to 2020. Photo: AP
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Richard Harris

Richard Harris

Richard has pioneered Asian investment management at senior levels for companies such as JP Morgan, Citi, BNY Mellon and several start-ups. He has 40 years of experience in a full range of investment and capital markets activities. He is CEO of Port Shelter Investment Management.