Churchouse Publishing

27/09/2016

Peter visits New Zealand and has a chance to re-examine what he said in the very first edition of Peter’s Perspective.

09/09/2016

It’s often overlooked in developed nations. But in many parts of Asia, it can be life-changing.

01/09/2016

Toxic derivative financial products nearly brought down the entire global financial system... here's why.

Tama shares an extraordinary inside story from his time on investment bank derivatives desks, and leaves some lessons for everyone... individuals and businesses alike.

29/08/2016

The clock is ticking on America's public finances.

A recent fishing trip to Oregon gave me a stark reminder, America will face a day of financial reckoning. The numbers don't lie. Now it's only a question of 'when'....

26/07/2016

It shows the tool we've relied on to prop up the global economy is increasingly ineffective. If it fails, what's next?

28/06/2016

The UK surprised the world and voted to Leave the EU. What do you need to watch to see where the real economy goes from here?

20/06/2016

Filled with potentially world-altering referendums and economic data releases giving the lie to an improving global economy. We said June would be see rising volatility... and we have not been disappointed.

14/06/2016

Should MSCI include China in their Emerging Market indices? At stake is trillions of dollars in upside for Chinese companies, but also the rights of investors.

10/06/2016

Just over 18 months ago, we suggested an easy way for ANYONE to outperform the S&P 500.... And now it's time to see how if it's working...

01/06/2016

From Fed meetings to the Brexit vote, June is jam-packed with important dates. And we've found a trade that will make you glad you didn't sell in May and stay away.

09/05/2016

Negative interest rates are completely abnormal... and the unintended consequences could be disastrous. In the latest edition of The Churchouse Letter, we outline what investors should do in these uncharted waters...

11/04/2016

In less than three months, an event is taking place that could change global politics, trade and finance. It's led to volatility and fear in an asset class that offers a fantastic short-term trading opportunity.

17/03/2016

A an overnight Beijing trip for dinner with a billionaire reminds us of a great market call we made.... but we didn't profit from it. Sometimes even when you're right it doesn't work out.

14/03/2016

A LOT of China's 1.3 billion citizens have long arms... and even deeper pockets. The effects are being felt EVERYWHERE. My 2-day trip to Seattle provides a great example.

29/02/2016

In this edition of The Churchouse Letter we tell a story of aviation heroics few have heard of, and so doing we try to apply calmness and planning to our portfolio with 2 additional defensive investment recommendations.

25/02/2016

You can't have free capital, independent monetary policy and a fixed or managed currency at the same time, but China looks like it's trying to. Here's why one of these legs is going to break, and it's going to be...

28/01/2016

Every major market may be down double digits this year and everyone's worried about whether it's the bottom yet so they can start buying... Here's a low-risk way to dip your toe back in when the time is right.

27/01/2016

What can you do to protect yourself and profit when Asia's major growth market can't stop its swan dive?

26/01/2016

Despite being a cheap trade with limited downside, it's a trade that's been burning speculators for almost 20 years...

05/01/2016

2016 has a rough start as China suspends trading after markets fell 7% on its first day back. Is it a sign of the year ahead or are we jumping at shadows?

04/01/2016

China is getting old. Fast. And it's getting old before it got rich. Both the people and the government know it. We're at a pivotal inflection point... and there are opportunities if you know where to look...

17/12/2015

Real Estate is thought of as being the classic example of an interest rate-sensitive industry. Discover what we learned about the impact this Fed rate hike could have on global real estate stocks and property.

11/12/2015

Economic instability globally has been hammering emerging markets in particular. But I'm on the ground in the one EM that seems to be shining bright.

02/12/2015

The U.N. describes it as "without parallel in the history of mankind". It is no exageration to say that this will in some way impact the lives of every man, woman and child on earth for decades to come.

24/11/2015

The fact that US Treasuries are as risky as emerging markets is precisely why you need to understand your interest rate risk.

06/11/2015

Economists don't agree on much, but they do all agree that economies move in cycles. And history strongly suggests we are far closer to the next recession than the previous one. Peter suggests how you can prepare your portfolio.

29/10/2015

With China gradually opening up to the world, many believe the introduction of capital controls is unlikely... Peter offers a different take.

14/10/2015

We’ve been told for years now that China’s property market is a gigantic bubble about to burst… Peter thinks different.

07/10/2015

Emerging Markets are falling from grace with huge capital outflows, falling currencies and credit worthiness. Despite this Peter thinks emerging markets present an opportunity, provided we buy in at the right time.

14/09/2015

This reader's parents lost 40% of their retirement money in the market. Is there any way for them to turn their portfolio around?

10/09/2015

Global markets are in a correction, with growing volatility from China to the US. But it's not the end of the world and it certainly doesn't have to be the end of your portfolio.

25/08/2015

China's "Black Monday" sparked a global selloff, proving that many ignore China's influence on other markets, and that people have forgotten what market corrections in Asia look like.

19/08/2015

After an interview with Bloomberg's Rishaad Salamat last week about Hong Kong's property market, Peter lays out why its looking both bullish, AND bearish.

17/08/2015

When the PBoC let their currency fall last week, everyone, everywhere freaked out. Here's why they were wrong, and you shouldn't be panicked.

11/08/2015

Peter Churchouse, managing director of the property investment firm Portwood Capital, talks about retail, residential and commercial real estate in Hong Kong. He speaks with Rishaad Salamat's Bloomberg Television's