Author Archive

Wither Singapore

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Illustration 1: S’pore Outstanding Car loans (monthly) 2004 to present …  why the 10% spike in 2012 after years of decline? You lose respect for money once you decide to buy a car… Continue reading

Beware the Ides of March

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The Ides of March (Latin: Idus Martii or Idus Martiae) is a day on the Roman calendar that corresponds to March 15. It was marked by several religious observances, and became notorious as the date of the assassination of Julius… Continue reading

Dow 36,000 is back … Time to party like it’s 1999 !

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Remember James K. Glassman? Well if you don’t, you might just remember the book ”Dow 36,000” that came out in 1999, back in those days when Pets.com was all the rage and any… Continue reading

MAGIC is in the air over S’pore … and Chinese Divorces are spiking

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*People crowd into the Nanjing Municipal Real Estate Trading Centre looking to sell property ahead of a new capital gains tax. Chinese couples are divorcing so they can sell their properties tax-free, and… Continue reading

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