On behalf of Matterhorn Asset Management and pre-Brexit, Lars Schall spoke with asset manager and global economist Dr Enzio von Pfeil who is based in Hong Kong. They talked about the Far East Market, why the Renminbi is unlikely to become a reserve currency anytime soon, and about gold of course, amongst several other current topics.
By Lars Schall
The following interview was conducted for and originally published here by Matterhorn Asset MGMT in Zurich.
Being an old Boy Scout I say “To be prepared is always a useful thing”
Based in Hong Kong with Private Capital Limited, Dr. Enzio von Pfeil is a commission-free discretionary asset manager focusing on ETFs. He studied Economics inter alia under Friedrich von Hayek and worked inter alia for J. Henry Schroder Wagg in London, Smith New Court Far East Ltd. in London and Hong Kong, SG Warburg Securities Far East and SBC Warburg in Hong Kong, and ABN-Amro Asia Ltd. in Hong Kong. With more than 30 years of experience in global investment economics and as the author of five books on global macro-economic and investment issues, for example “Trade Myths: Globalization and the Trade Balance Fallacy” (2008), he is also a high profile media commentator in Asia with interviews in TV networks like Bloomberg, Reuters Television, CNBC, and RTHK. Having lived in Hong Kong since 1989/90, he has developed a very high level corporate and government network across the region. At Private Capital, Dr. von Pfeil does a free Strategic Allocation blog under http://www.private-capital.com.hk/.