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Course

June 2026

24: Stock market and economy remain coupled — bubbles belong in a different register

June 2026

17: Industrial revolutions brought major upheaval — yet growth and jobs followed familiar patterns

June 2026

12: Global Energy Demand Shifts: Solar PV Takes the Lead for the First Time

June 2026

11: Powering AI: Grid Constraints, Clean Energy Policy, and the Emerging Canada–U.S. Data Infrastructure Divide

June 2026

11: Will the Asian Financial Crisis Return

June 2026

10: Stagnant job growth, falling participation: America's labour market is weaker than it looks

June 2026

5: The Rare-Earth Contest: How China Is Using Value-Chain Control to Reshape the Pace of Global Industry

June 2026

3: High youth unemployment in Britain: what the numbers actually show

May 2026

29: How the Expansion of Chinese Industrial Robots is Rewriting Manufacturing Competition

May 2026

27: Fears of graduating into unemployment — but data from three economies offer no cause for alarm

May 2026

22: The Tilting Strategic Balance: Repositioning Emerging Markets Amid U.S.-China Rivalry

May 2026

20: Hong Kong's blockbuster first-quarter growth, on closer inspection, looks more like a lucky break

May 2026

18: Taiwan’s Defence Dilemmas

May 2026

13: Services and durables drive consumption — but has the recovery arrived?

May 2026

13: 2020-2025 英國港人熱門移居地房地產市場數據報告

May 2026

9: The Global EV Migration: How China is Reshaping the Industrial Game in Emerging Markets

May 2026

6: Corporate profits and employment signal recession --- who sees it clearly, who does not

April 2026

29: Productivity and unemployment move together — the man-versus-machine zero-sum is doubtful

April 2026

22: Cross-border spending: a convenient explanation the data cannot support

April 2026

16: The Keqiang Index: what is it, and how does it compare to GDP?

April 2026

15: Core inflation follows expectations — oil prices alone cannot push it higher

April 2026

14: The 2026 AI Divide: Navigating the U.S. State-Federal Clash and Canada’s Sovereignty Pivot

April 2026

8: Peak in election years, trough at midterms — but the noise drowns out the cycle

April 2026

4: Sino-Japanese Tensions Send Chinese Tourists Fleeing — and Test Businessmen Who Stayed

April 2026

2: Paraguay's Leverage: How Taiwan's Diplomatic Ties Shape South American Regional Integration

April 2026

1: Oil prices and recessions across the decades — the link may be fading

March 2026

25: What industrial revolutions actually change — and what they don't

March 2026

24: Trump Delays Meeting with Xi: U.S.-China Rivalry and Economic Tensions Amid the Iran Conflict

March 2026

19: From Blair to Burnham: a Simple Guide to Labour’s Modern Parliamentary Factions

March 2026

18: Oil's role in the economic cycle has changed — growth and recession now have other drivers

March 2026

14: Venezuela, Legitimacy and Realism

March 2026

12: [Member Video · Fung's Study Group]What Constitutes Value? Is PayPal's P/E of 8x a Trap or an Opportunity? Jacky Fung's Full Investment Thesis at $41 — Laid Bare

March 2026

11: Oil price surge meets recession fears — but this time the old playbook may not apply

March 2026

4: Every surge in Hong Kong government infrastructure spending has coincided with economic and employment downturns

February 2026

27: Leading the Shield: U.S. Defence Procurement and the Economic Architecture of North American Security

February 2026

25: Abe and Takaichi have been mythologised — but Japan's structural problems remain

February 2026

12: Behind Sanae Takaichi’s Election Victory: Japan’s Economic Resilience and Industrial Reality

February 2026

11: Tech investment outpaces economic fundamentals -reversion inevitable when divergence widens

February 2026

5: North America's Mind-Body-Spirit Boom: An Industry in Rapid Ascent

February 2026

4: Misery Index volatility rising — frequent stagflation episodes trace back to the Fed

February 2026

2: [Member Video · Fung's Study Group] Could European De-Risking from America Trigger Capital Flight and US Equity Devaluation? | Fung's Decision to Purchase MSFT Options

January 2026

29: The Anglo-Japanese Alliance 2.0? An Anglo-Japanese Renaissance

January 2026

28: America's Economy and Currency—An Enduring Entanglement

January 2026

23: Behind U.S. Think Tank Taiwan Invasion Scenarios: The Gap Between Xi Jinping and Western Strategic Imagination

January 2026

21: De-sinicisation and falling oil prices leave China's allies facing regime change

January 2026

14: Gold Tells a Sensational Story --- Dollar Collapse Remains Pure Scaremongering

January 2026

9: CANZUK – Part 3 – Obstacles to the Dream

January 2026

7: Monetary policy faces no cyclical dilemma — supply problems need supply-side solutions

January 2026

2: CANZUK – Part 2 – A Modern Alternative to an Old Alliance

December 2025

31: Job growth slows towards 1% — recession risks are rising sharply

December 2025

30: Lost HKDSE Students: Where have they gone?

December 2025

26: New and Old Immigrants in Canada on Entering Politics: From Awareness and Policy Debate to Advocacy — and Into the Political “System”

December 2025

24: Inflation has short- and long-term drivers — but expectations are the greatest risk

December 2025

20: Beyond the Boom: How Canada’s Over-Reliance on International Students Came Home to Roost

December 2025

17: Breaking down inflation pressures: a rise, a dip, and then another climb

December 2025

15: Even Xi Jinping Questions the AI Craze: Signs of China's AI Cooldown and Mounting Debt Pressure

December 2025

13: Interview: Kiwi Chow - How "Suicide Announcement," Unable to Be Made in Hong Kong, Found Its Way in Taiwan

December 2025

12: Taiwan’s ban on Xiaohongshu: cybersecurity measure or political signal?

December 2025

11: Craftsman Interview: Tsukiji Quality in the UK

December 2025

10: Industrial revolutions and fears of job losses: history suggests unemployment is more stable than it seems

December 2025

3: Tax Receipts Hinge on Economic Performance — Spending Cuts Trump Tax Rises

November 2025

29: Has China’s economic slowdown become the new normal? Xi Jinping’s “new narrative” about the Chinese economy

November 2025

26: AI Valuation Excess: Bubble or Justified Premium?

November 2025

24: [Exclusive Interview] Hong Kong Property Can’t Be Sold: Couple Returns from Canada to Pay Mortgage

November 2025

21: Evolution of National Military Firepower; Military Procurement Pivoting Toward Asia? Five Key Takeaways from the 2025 Taipei Aerospace Exhibition

November 2025

20: Ying Tse's Cafe: From Finance Elite to Soup-Making Entrepreneur

November 2025

19: The Complex Calculus of Marital Dissolution: Infidelity and Property Markets Prove Tangentially Related

November 2025

15: Japan's 'Embrace America, Abandon China' Strategy: How Takaichi Sanae is Reshaping Sino-Japanese Dynamics

November 2025

12: Counting the Cost of Shutdowns: The Truth Lies in Understanding the System

November 2025

11: Cheng Li-wen’s Victory: Old KMT Forces in New Clothes

November 2025

8: Canada's Pre-Construction Condo Market in Crisis: 40% Failure Rate in Toronto as New Immigrants Face Growing Barriers to Homeownership

November 2025

6: Lagging indicators point to weakening price and volume cycles

November 2025

1: The Hong Kong Dollar Amid Fiscal Deficits and Capital Pressures: The Linked Exchange Rate's Sustainability in Question

October 2025

29: Monthly soybean import zeros mask unchanged China-US trade dynamics

October 2025

28: Toronto apartment tower labelled 'tofu-dreg project' as leaks damage ceilings before official move-in

October 2025

22: Sustained Growth Through Innovation: America's R&D Reshapes Economic Destiny

October 2025

21: From DeepSeek's Collapse to Alibaba's Chips: The Illusion and Reality of Chinese AI

October 2025

15: Taiwan MoFA’s Japan visit is part of reaction towards US new tariffs.

October 2025

15: Tariff Wars and Origin Washing: China Takes the Hit, America Barely Flinches

October 2025

9: From IT to the Kitchen: A Hong Kong Couple’s Thai Restaurant Journey in the UK

October 2025

8: The Fiscal Deficit Debate: Why the Alarmism Is Overblown

October 2025

7: [Member Video, Fung's Study Group] Using Pop Mart as a Case Study: Performance Report and PE Valuation Assessment

October 2025

4: Why High Vacancies and High Unemployment Coexist in Canada’s Economy

October 2025

3: Nike's glory days fade as lightweight luxury niche brands rise

October 2025

2: CANZUK – Part 1 – The Imperial Federation, The Dream of a Global Anglosphere.

October 2025

1: Banking Economy Still Linked — Narrowing Loan-Deposit Spread Raises Concerns

September 2025

26: A Decade of Change: As Chinese Student Growth Slows and Indian Numbers Soar, How Will UK Universities Respond?

September 2025

24: Seeking causality between demographics and economy — long-term relationships remain unclear

September 2025

23: The Digital Asset Treasury Revolution: A New Investment Paradigm

September 2025

23: The Hardships and Perseverance Behind Manchester's Chinese Restaurants

September 2025

17: Rate Cuts Fail to Revive Lending as Economic Fundamentals Override Monetary Policy

September 2025

16: Equity Stakes Replace Subsidies: US Government Takes Stake in Intel to Secure Supply Chain Independence

September 2025

10: UK Parliament Debates Raising Immigration Thresholds with Majority of MPs Supporting Retention of 5+1 Scheme

September 2025

10: Original Phillips Curve Shows No Inflation - Current Conditions Appear Ideal

September 2025

9: "September Cut Certain"? Markets Getting Ahead of Themselves

September 2025

8: [Member Video, Fung's Study Group] Delta, Gamma, Theta, Vega "Greeks" Using Student Feng's NVDA and TSM Options as Examples: The Impact of Implied Volatility

September 2025

8: US-Canada Tariff Dispute Hits Cross-Border Manufacturing. Lumber and Auto Parts Cross Borders Multiple Times; Century-Old US Company Absorbs All Tariff Costs

September 2025

4: From Hong Kong private dining to Britain's "Habibie Kitchen" — A BNO migrant's restaurant venture story

September 2025

3: Hawk-Dove Labels Too Crude – The Dual Mandate Tells the Real Story

September 2025

1: Bill C-2 and the Future of Refugee Policy: Aligning Enforcement, Resettlement, and Economic Integration