Bonds In Conversation : Herald The First Default
What a way to start a new year, with our first default headline out of Kaisa Group over a small loan of $51.6 mio after the resignation of their chairman. (Bloomberg) — Bonds… Continue reading
Category Archive: Features
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2015 EM Outlook : The Rising Boats In The Ebbing Tide
The year is not ending on a high note for the MSCI EM Index despite hitting a 3 year high sometime in the 3rd quarter. We are closing the year lower than… Continue reading
Ad Hoc Commentary – 2015 Outlook: destroying Europe and another bank bailout?
Our outlook for 2014 can be found here: https://tradehaven.net/market/ad-hoc-commentary-2014-outlook-the-rise-of-russia/ As expected, equities did well, commodities did badly, and USD did well. However, bonds did not sell off as much as yours truly expected… Continue reading
Singapore Corporate Bonds 2014 Xmas Special
Announcement In the spirit of the season of giving, Tradehaven is launching our 2015 annual appeal for sponsors and donors, a request I find as unappealing as the unsavoury prospect of the troublesome… Continue reading
Singapore Interest Rates Reflections And 2015 Outlook – I Wish I Could Say A Good Year
This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. In it you can find my rates outlook for 2015. Have fun reading ! ******************* The annual confrontation… Continue reading
Forex Focus : The Fair Value of USDSGD
FOREWORD : If you like this article, please do make a contribution to our site to keep it going. Thank you, from Tradehaven. ***************** USDSGD is at a 2 year high, breaking the… Continue reading
Through the Looking Glass – SGS Auction Calendar 2015 and Mini Auction Update
The MAS is getting savvy. Reducing the government bond issuance next year and throwing in the “mini auctions” just when the US is running out of bonds to sell given that the Federal… Continue reading