Michael Taylor Introduction

Michael Taylor – ColdWater Economics Ltd

Michael Taylor is Founder and Director of ColdWater Economics Ltd, a UK-based consultancy offering macro analysis and advice for both institutional investors and hedge funds in the UK, US and Asia.

In that role he has recently been involved in various ventures, including working as chief economist for:

Xishan Capital, a US-based hedge fund deploying Chinese themes in a global setting,  set up by former long-time Moore Capital personnel;

TAIB, a Middle East and Turkish investment bank based in Bahrain.

Career summary

Michael Taylor’s 20 years investigating and analysing Asian economies was presaged in 1988, when he moved to Hong Kong to work as for the Far Eastern Economic Review – during which he travelled extensively in Asia.

In 1992 Michael was invited by Morgan Stanley to be their Asian Regional Economist, based in Hong Kong. There he had responsibility for economic coverage throughout Asia, including all countries in a triangle running from China to India to New Zealand, but excluding Japan.

In late 1996 Michael was invited to become Chief Economist of Indosuez WI Carr – at the time one of the two or three leading regional stockbrokers in Asia, and which supported an unparalleled number of offices throughout the region, including, for example, offices in Japan and Pakistan. Here he continued his coverage but also helped manage teams of economists throughout Asia.

In 1999, in addition to his other responsibilities,  Michael relocated to Tokyo in order to help re-open Indosuez WI Carr’s research brokerage operations in Japan.

In 2002, he joined Deutsche Bank as their Asian Equity Economist in Hong Kong.

In 2003, he returned to the UK to serve as a director in Blue Oak Capital, a London-based investment bank, which included research services and also a small fund-of-funds operation.