Nicholas Spiro

Partner, Lauressa Advisory

[Adam Grant @AdamMGrant]

An easy way to get unstuck is to get up and take a walk.

We generate more creative ideas during and after walking outdoors—and even on a treadmill facing a blank wall.

Divergent thinking rarely happens when we're tethered to a desk. Moving our bodies frees our minds.

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that the AI chip boom has made South Korea a victim of its own success. While tech giants are driving South Korea’s stock market higher, the country’s currency is struggling and foreign investors are pulling out. https://t.co/xLr49zBIXh

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that the AI boom is obscuring the big investment opportunity in commodities. Investors’ desire for firms with ‘heavy assets, low obsolescence’ has put the spotlight on commodities, a sector starved of capital. https://t.co/8wryr0cIKP

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that luxury homes and premium offices underpin Asian property’s resilience. The shock absorbers of supply constraints, a flight to quality, the search for safe havens and domestic demand provide a robust base. https://t.co/ibcRr1PjXf

[SCMP Opinion @SCMP_Opinion]

Asia is caught in a tug of war between global bond and stock markets, writes Nicholas Spiro (@NicholasSpiro). The stakes are high for Asia’s tech-driven economies amid a global sell-off in bond markets that signals investor fears. https://t.co/qpDvJOM8rY

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that Asia’s rental housing markets outside Japan are luring investors. While Japan remains the most developed market, property investors are finding new opportunities elsewhere in the region. https://t.co/t4vNUuWhX7

[SCMP Opinion @SCMP_Opinion]

The Trump-Xi summit puts US vulnerabilities on display, writes Nicholas Spiro (@NicholasSpiro). China weaponising rare earths turned the tables on Trump, showing how unprepared Western governments and firms were for a full-scale trade war. https://t.co/AEed6EHYk3

[SCMP Opinion @SCMP_Opinion]

Hong Kong’s property recovery could be more robust than many think, writes Nicholas Spiro (@NicholasSpiro). A variety of local factors as well as shifts in geopolitics and global commercial real estate are working in Hong Kong’s favour. https://t.co/SvGvMvMeJz

[SCMP Opinion @SCMP_Opinion]

#Australia's central bank, in raising interest rates, is less an outlier than a harbinger of global monetary trends in the wake of war-induced supply shocks, writes Nicholas Spiro (@NicholasSpiro)
https://t.co/II5XVwL1yh

[SCMP Opinion @SCMP_Opinion]

#China’s relative resilience to the #energy shock and its cheap and abundant electricity supply are an advantage in the #AI race, writes Nicholas Spiro (@NicholasSpiro)
https://t.co/f2GMPH7Dlo

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that the AI boom is helping Asia weather the Iran war energy shock. The war in Iran might as well be over for investors as positive sentiment, strong corporate earnings and the AI boom lift Asian markets. https://t.co/MXiJetCfTQ

[SCMP Opinion @SCMP_Opinion]

Asian private wealth is an emerging force in property investment, writes Nicholas Spiro (@NicholasSpiro). Hong Kong is just one of several markets across the Asia-Pacific seeing rapid growth in investment by private wealth. https://t.co/6tPuLObLCq

[Christiane Amanpour @amanpour]

Historian @TimothyDSnyder sums up a year of Trump choices and policies in one overall conceptual framework, which he calls “Superpower suicide.”

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that Japan’s central bank is caught between a rock and a hard place. The wrong kind of inflation and the effects of the war in Iran complicate the outlook for Japanese interest rates. https://t.co/7vGi20Fj8U

[SCMP Opinion @SCMP_Opinion]

Hong Kong property recovery sceptics miss the bigger picture, writes Nicholas Spiro (@NicholasSpiro). While the recovery in Hong Kong’s real estate market has its weaknesses, the underpinnings of the latest upturn look more solid. https://t.co/bmdao5PtYa

[Jim Acosta @Acosta]

This is extraordinary. Hungary’s newly elected leader calling out state TV propaganda to their faces.

[SCMP Opinion @SCMP_Opinion]

The bullish narrative around India’s economy is at odds with the struggling rupee, writes Nicholas Spiro (@NicholasSpiro). While India’s economy is stronger than it was in previous sell-offs, lingering weaknesses are coming to the fore. https://t.co/Xr6uUsQrxd

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that Singapore’s property slowdown is the envy of the rest of Asia. The city state’s problems pale beside those in other Asia-Pacific markets facing supply shortages that drive up prices and rents. https://t.co/3Efnkd3FgF

[SCMP Opinion @SCMP_Opinion]

Nicholas Spiro (@NicholasSpiro) writes that investors should beware the China safe haven narrative amid the Iran crisis. While there is reason for optimism, the ceasefire in Iran is tenuous and the return of inflation is not the kind China wants to see. https://t.co/ICCHnme5H6

[SCMP Opinion @SCMP_Opinion]

Asia’s data centres are insulated from the Iran energy shock, writes Nicholas Spiro (@NicholasSpiro). Asia’s unique energy markets, power sourcing strategies and vast digital infrastructure requirements underpin the sector’s resilience. https://t.co/xEKXqbziWj