economic analysis

Two recent views I've expressed are not inconsistent, but rather will occur at different times in the economic continuum.
Buy into any correction, but not for the reasons you might think.
I'm not batting a thousand, but some of my calls are looking good.
It may take years for all the consequences of Brexit to be clear.
Three commercial property funds suspended redemptions as investors tried to recoup their cash. 
Brexit and Amazon are more important than oil prices, and keep an eye on takeover targets. 
Growing exports are a welcome tailwind for the economy.
In an usual situation, China Vanke is having to defend itself.
Lingering economic and earnings uncertainties make us leery of the staying power of last week's big bounce-back in stocks.
After Brexit, the central bank's head promises a rate cut.


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