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Insight - Making Sense of the Narrative


“China has a tendency to ‘test’ new policies on certain regions before going ‘nationwide’ with them. Thus, it is entirely possible for, say, the Greater Bay Area, including Hong Kong, to see an earlier easing of Covid restrictions than other parts of the country. Indeed, watching the recent spike in the prices of Macau casino stocks, the locals are clearly looking at things this way.”

The return to Hong Kong has finally arrived, after the HK authorities dropped their ridiculous three week wash-out plus three week hotel quarantine requirements, that had made a ‘desk to desk’ transition period of six weeks.

As COP26 turns into a sort of Glastonbury for ESG funds, nobody seems to have noticed that all the big energy users have already committed to ‘new nuclear’ already and thus it is the collection of Robber Barons from Finance, tech, industry and the Green Industrial Complex who are all busy lobbying government ministers for a share in the huge Green Tax revenues that should be coming under scrutiny for their sustainability.

As I sit here in my ‘bijou’ residence at Hong Kong airport for my ninth day of ‘totally necessary and not at all pointless’ Quarantine, (TNANAAPQ) with nothing to do but write blogs (!)

Or two. First, that the Medical Industrial Complex is going to push its agenda to the maximum in the U.K. ahead of the much delayed ‘dropping of restrictions’ on Monday. Second that the opinion polls will be wrong. Again.