As I have already told you I am heading off to HK this evening and then will be in Tokyo next week for our Japan Forum. Well this is all presupposing that I don't succumb to a bad dose of deep vein thrombosis on the way over. I fell off a horse on Saturday, attempting a suicidally high hedge, got my foot trapped in the stirrup and have a twisted right ankle the size of a basketball. I attach a pdf which has a list of all the various themes, keynotes, specialist speakers as well as the company presentation schedule. Please take a look and let me know if there is anything you are specifically interested in. If there is I will try to make sure I attend these meetings in particular and get any feedback to you. Also any shopping you want?
So KHFC to you.....Devastating to tell, it appears that CLSA aren't doing their Fortune Teller report this year. Tragic. This single "research" product was one of the main reasons I joined. Anyway, in its place I have just come back from a lunch presentation we hosted at which Anatole Kaletsky presented his thoughts on the prospects for the global economy this year and I can tell you he thinks things are going to be fine. And there was I hoping for a property market melt down.
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