Australia Focus : Recession Proof
The Australian dollar has had a slammed and dunked week again making it the 3rd worst performing currency in the entire world for the month of September, losing 6.08% against the USD and… Continue reading
Category Archive: Rates/Bonds
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Bonds In Conversation : Watching Asia : Many Ways To Die
In a macabre reverie, I was imagining that I would rather be eaten by a great white shark than beheaded by an ISIS executioner on Youtube with the world watching. At least I… Continue reading
SGD New Issue Review : Wing Tai Holdings 7Y 4.25%
WING TAI HOLDINGS – New SGD 7YR transaction announced with initial guidance of 4.25% area and anchored on the back of very significant reverse enquiries from institutional accounts. – Issue Size of SGD… Continue reading
SGD New Issue Review : ASL MARINE SGD 4YR
ASL MARINE SGD 4YR – New SGD 4YR transaction announced at 5.5% area – Expected issue size: SGD50 million – Timing: As early as today COMPS ASL Marine 4 ¾% 03/28/17 100.00 4.75%… Continue reading
SGD New Issue Review : SABANA REIT SUKUK 4.5Y SGD4.375%
SABANA REIT SUKUK 4.5Y SGD ** NEW 4.5YR SGD ANNOUNCED ** PRICE GUIDANCE AT 4.375% AREA ** KEY COMPS Sabana REIT 4.00% 2018 99.75 / 4.08% AACI REIT 3.80% 2019 100.07 / 3.78%… Continue reading
SGD New Issue Review : Far East Horizon 5Y 4.5%
FAR EAST HORIZON – Far East Horizon SGD 5yrs announced – Initial price guidance: 4.5% area COMPS: Far East Horizon 4 ¼% 10/17 101.75 3.64% PINGIN 4 ⅛ 09/06/19 101.65/3.76% Far East Horizon… Continue reading
SGD New Issue Review : Guocoland 4.5Y 4.3%
GUOCOLAND SGD 4.5YR – New SGD 4.5YR transaction announced at initial guidance of 4.3% area – This transaction is on the back of 2 positive developments for the company: 1) a 84.7% growth… Continue reading
China In Focus : China In Your Hand
Don’t push too far Your dreams are china in your hand Don’t wish too hard Because they may come true And you can’t help them You don’t know what you might Have set… Continue reading
Australia Weekly : Cowboys Down Under
The Australian dollar is left out cold for another week, used and abused as an EM hedge and then dumped with the majors – EUR, GBP and JPY to rot. Nothing is going… Continue reading
Bonds In Conversation : Fast Forward 2015, Says Markets
There are people who live in the past and there are those who live in the future. What is missing is the Present. We hate the Present because it is not as good… Continue reading