Category Archive: Market

The Cypriot fallout – European capital flight, Asia’s plight?

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The threat of capital flight out of Europe is becoming more real with each passing day that Cyprus stays on holiday. And all of a sudden, the talk in town now is that the… Continue reading →

Tradehaven – Girl Interrupted

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Most of my friends are aware that I have decided to take a break from work. It is definitely uncommon amongst people in my trade to give up the paycheck and future bonuses… Continue reading →

Bonds In Conversation : Taking a Break

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Bonds in conversation will be taking a break for a fortnight. Markets are sidelined and not doing much, SGD bonds unexcepted. PB flows have slowed considerably and the latest issues are not seeing… Continue reading →

SGD Rates and Bonds Weekly

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Economic News 25 Mar Feb CPI. +1% MoM vs expected 0.4%. +4.9% YoY vs expected +4.1%. IRS CPI nailed it in the coffin for the USDSGD yet IRS remains directionless without the SGD… Continue reading →

Some Thoughts on MAS Monetary Policy Statement

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MAS media blackout period into their semi annual Monetary Policy Statement which is widely expected to be between 5th-12th April, along with the GDP number. Some final headlines. March 1 (Bloomberg) — Singapore… Continue reading →

And The Academy Award Goes To…

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Cyprus ? Abe ? Bernanke ? Draghi ? No need to watch the telly, we have this in real life. The award should go to all of them and drama classes made compulsory… Continue reading →

Bonds In Conversation : Brace For Impact

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” March 21 (Bloomberg) — Investors stand to lose most of the $1.28 billion they put into Suntech Power Holdings Co. after the solar manufacturer said it wouldn’t resist a bankruptcy petition filed… Continue reading →

Spring Breaks …. The Market ?

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Spring or Vernal Equinox starts on 20th March and its cherry blossoms and daffodils English: Daffodil field in South East Cornwall (Photo credit: Wikipedia) time. Dialastrategist is going off to Cornwall to do… Continue reading →

New Issue Review : ASL Marine 4.75% 4Y SGD

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Should be a small issue (<100 mio). Small company (mkt cap SGD 293 mio which is smaller than Swiber) and very much family owned which is why it is does not prefer to… Continue reading →

One Heart and Two Minds About Gold

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I admit I am torn on the gold trade. Since Feb, it has been bouncing between the 1550-1650 range on the news of Soros and Paulson bailing out versus central banks loading up.… Continue reading →