Andrew PeapleVerifizierter Account

@andypeaps

I'm the Asia markets and Heard on the Street editor for the WSJ in Hong Kong. Views expressed here are my own and RTs are not endorsements

Hong Kong
Beigetreten Februar 2009
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  1. hat retweetet
    vor 2 Stunden

    👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻Remember this tweet? I called for a rate cut then and all these people pushed back on it. And yes, Malaysian inflation is still only 0.2% YoY (very very low even after the 25bps cut to 3%). So it was a great move by BNM 👏🏻👏🏻👏🏻👏🏻

    In case you missed it, just went into DEFLATION; CPI declined -0.7% YoY. Malaysia will be the next one to CUT ✂✂✂✂✂. Monetary condition is too tight (nominal rate minus inflation). We wrote about how after India, Malaysia is next. It will cut. Don't see why not
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  2. hat retweetet
    vor 23 Stunden

    Growth Is Great, What Could Go Wrong? Heard on the Street’s ⁦⁩ has the answer

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  3. hat retweetet
    6. Mai

    Nearly a full day after Trump's tariff tweet, Chinese media finally begin reporting it, following regularly scheduled foreign ministry presser. Ministry Rep: "similar situations have already occurred many times." Unclear on Liu He but says CN delegation still prepping to go

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  4. hat retweetet
    vor 7 Stunden

    In the coming years, more money will be spent building casinos in Japan than in Macau, the Philippines, Vietnam, Korea and eastern Russia combined. via

    1 Antwort 4 Retweets 6 Gefällt mir
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  5. hat retweetet
    vor 6 Stunden

    Fantastic news: Our colleagues Wa Lone and Kyaw Soe Oo have been freed after 512 days in prison. They were arrested while reporting on a story that exposed a massacre in Myanmar and for which they were awarded a Pulitzer Prize.

    15 Retweets 22 Gefällt mir
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  6. vor 14 Stunden

    Judd Trump - what an amazing sportsman

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  7. hat retweetet
    6. Mai

    Could get even uglier for Chinese stocks. VAT cut flattered the March manufacturing/export data, meaning payback is likely in April. So you could have a May of trade tensions + weak-ish macro data

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  8. hat retweetet
    3. Mai

    British politics in a nutshell: an anti-Brexit party gains voters and seats from two pro-Brexit parties, and the conclusion the two losers draw is that they need to get on with Brexit.

    2 Retweets 14 Gefällt mir
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  9. hat retweetet
    2. Mai

    Foreign banks to the Fed: So long and thanks for all the f̶i̶s̶h̶ free money over the last decade

    1 Antwort 5 Retweets 9 Gefällt mir
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  10. hat retweetet
    29. Apr.

    Was China’s Q1 growth really as strong as it looked? via

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  11. hat retweetet
    28. Apr.

    Tens of thou­sands marched through Hong Kong streets Sun­day in one of the strong­est protest turnouts in re­cent years, a resur­gence of pub­lic ac­tivism as op­po­si­tion grows over a pro­posed law that would al­low ex­tra­di­tion to the main­land:

    4 Antworten 58 Retweets 77 Gefällt mir
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  12. hat retweetet
    28. Apr.

    The British government is about to introduce a law that will force members of the House of Lords to disclose any pay they receive from Russia or China after the Lord Barker/Deripaska sanctions scandal. I’m surprised that it’s not being outlawed entirely.

    193 Antworten 3.526 Retweets 8.496 Gefällt mir
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  13. 27. Apr.

    No need for passports as Heathrow goes hi‑tech although if you have kids they will probably still make you queue for ages

    2 Antworten
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  14. hat retweetet
    25. Apr.

    People ask me why I live in Hong Kong and I say...

    20 Antworten 22 Retweets 197 Gefällt mir
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  15. hat retweetet
    25. Apr.

    Iranian exports are about to get squashed + China is heating up again. Recipe for an oil price spike? Not necessarily -- for one thing, looks like China has spent the last 6 months stockpiling cheap oil in case waivers weren't renewed

    5 Retweets 6 Gefällt mir
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  16. hat retweetet
    24. Apr.

    Will China and Iran ignite oil prices? Smart analysis from Heard on the Street's

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  17. 22. Apr.

    London: not all bad then

    1 Antwort 1 Retweet 13 Gefällt mir
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  18. hat retweetet
    22. Apr.

    Great piece by _ Beijing is battling with lower-ranking officials and corporate bosses over perpetual bonds, which give the false perception that China Inc. is deleveraging

    3 Retweets 1 Gefällt mir
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  19. hat retweetet
    18. Apr.

    Very cool: The Mueller Report, by the pages via

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  20. 18. Apr.

    (I’ve decided the only way to deal with returning to Britain is to be absurdly positive about everything)

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