Author Archive

Ad Hoc Commentary – Has the world reached its credit limit? No. The SPX looks like a good buy.

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Today yours truly listened to a cogent presentation postulating that the world had reached its credit limit. Let us quote George Soros who was humbled by a similar prediction he made years ago:… Continue reading

China Focus : President X Says Take It Or Leave It

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A short one on China ahead of the Golden Week. Maybe the West has learnt a thing or two about Eastern diplomacy just like I learnt 20 years ago in culture class that… Continue reading

Australia In Focus : Australia’s Golden Week Too

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2 year low in the ASX but the AUDUSD stayed out of trouble and avoided breaking a new 6Y low after its 0.6896 earlier this month. It would be difficult to say if… Continue reading

Bonds In Conversation : Ending The Quarter On High Drama

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It has been nothing but drama this week after the FOMC last week, starting with good news out of Greece for their elections, the Volkswagen scandal, 6 1/2 lows in Chinese manufacturing, Brazil… Continue reading

SGD Weekly : THE HAZE JINX

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The haze has been a jinx for Singapore and Malaysia or has it gone to the head ? Hamilton suffered a freak accident to miss out winning 8 Grand Prix in a row.… Continue reading

The Triple Whammy Of AAA Singapore’s Monetary Policy

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** I wrote about this last week but I feel a need… Continue reading

Central Banks : What Are They Not Telling Us ?

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** After 18 years in the markets and a few crises along… Continue reading

Markets Thoughts : Politics And More Politics Ahead

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Looking at the days ahead. China’s Xi will make his inaugural visit to the US on 22 Sep, his first since assuming power in Mar 2013.   China bashing has stopped for a… Continue reading

China Focus : China 1, FOMC 0

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9 SEP 2015 China changes GDP data calculation method to improve accuracy   30 JAN 2015 India Changes GDP Calculation Method 11 SEP 2015 What Do U.S. Economists Think of Official China Statistics?… Continue reading

Australia Focus : Changing Hands In Springtime

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Australia has had 5 prime minister changes in 5 years. That is some record as Australia’s Economic Surprise Index sinks to a 9 month low as economic data has largely disappointed in terms… Continue reading