Author Archive

World without worries … when Laos, Vietnam, Dubai & Ghana rules!

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*Illustration of top 10 best & worst performing equity indices out of 95 traded stock markets tracked by Bloomberg worldwide Not too long ago, elections in Europe or debt ceiling worries or spending… Continue reading

To Oz or not to Oz

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Illustration 1: Australia has one of the highest foreign ownership at ~80% of its government bonds.  By comparison, the figure is ~50% for U.S.A. and ~9% for Japan.  Asianmacro is using the lull… Continue reading

Slithering CNY: Be Careful of the Snake

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Illustration: CNY devaluation in 1994 has been almost fully retraced … Any more benefit to gain from CNY strength? Asianmacro had been travelling recently and have not had the time to muse much.… Continue reading

TO KILL A MOCKING JPY

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*Illustration of OECD countries exports as % of GDP (2000, 2008, 2009) Once upon a time before Asianmacro became a beach bum, he was one of the bigger swinging d*** in town.  The… Continue reading

THE MYTH OF SINGAPORE GROWTH: MAGIC POLICIES OR CHEAP LABOUR?

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”You can fool some of the people all of the time, and all of the people some of the time, but you can not fool all of the people all of the time”… Continue reading

SINGAPORE ELECTIONS: EQUITIES WILL NOT LIKE THE TAIL RISKS

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Singapore has been a ”safe haven” in the past but not anymore … where its currency SGD is a popular short against other Asian FX and the implied volatilities of S’pore’s various asset… Continue reading

Asia Macro Special : SHCOMP Top In Sight

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New ac opening still at low levels … when will the mom & pops arise again? Shanghai Composite Index (SHCOMP) has risen 18% from December 2012 to current levels in January 2013.  Expert… Continue reading