Richard Harris
Columnist at South China Morning Post
Inv Mgr & Expert, 40yrs. Edu: PhD, LSE/Kings, Imperial, Harvard, Peking, Stanford. Asia 34yrs; & Europe, S Africa/Zim/US/China. 60 yrs rugby, aerobatic pilot
Articles
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1 month ago |
scmp.com | Richard Harris
To investors worried about the direction of volatile markets over the next few weeks, fear not. I have some good news for you. The impact of US President Donald Trump’s tariff tantrum is abating. The markets are back to normal – at least for now. But to understand why markets have somewhat recovered, albeit temporarily, we need to review how the system for pricing assets works.
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2 months ago |
scmp.com | Richard Harris
The first Hong Kong Sevens in the new Kai Tak Stadium was a success except for the rule that forbade outside food and drink to protect the concessionaires – who then ran out of, er, food and drink. Despite these privations, three days in a small seat surrounded by thousands of people allows for deep introspection with neighbours. In between loud cheers for Hong Kong’s victories in both the men’s and women’s Melrose Claymores, the dominant narrative was geopolitics.
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Mar 6, 2025 |
scmp.com | Richard Harris
The dramatic public row between US President Donald Trump and his Ukrainian counterpart Volodymyr Zelensky popped the bubble of the White House echo chamber. Zelensky, a wartime leader, exposed the man whose closest brush with war was a medical deferment that prevented him from serving. Trump and Vice-President J.D. Vance showed their limited understanding of anything outside Washington. When Zelensky asked Vance if he’d been to Ukraine, he said he’d “watched and seen the stories”. Where?
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Jan 1, 2025 |
scmp.com | Richard Harris
Attentive readers will know that a year ago I laid out five myths, or dominant but misleading investment narratives, that were generally accepted as baseline expectations by the markets. Any myth has a proportion of truth attached. In articulating them, one runs the risk that at least some of the myth turns out to be correct.
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Dec 5, 2024 |
scmp.com | Richard Harris
In my research, I have found that market narratives inspire periodic, cyclical and seasonal regularities in asset prices at certain times, such as the January and October effects. The end of the year is typically a time when investors review markets afresh and discard old narratives for new ones. It is a time for the Harris Law of Quarterly Reversals to come into its own.
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On Bloomberg at 08:00 HK time. Watch and learn!! @business @markets @HarvardHBS https://t.co/aYbCj0hB09
My interview with Channel News Asia of Singapore - pitching my “Great Pivot" concept. Market interest moving from the U.S. to China - thanks to Trump... the Law of Unintended Consequences. https://t.co/yxbKjYlubK https://t.co/VTjMn3IS0i
If you’d like to catch me in an old school tie, I’m guest host on CNBC at 6pm EST. #cnbc #FinancialTimes #NewYorkTimes #theeconomist #BBCNews #bloomberg #reuters