Bonds in Conversation : Suffer the Snake
It looks like I have a critical audience, so I apologise if you manage find any offensive material in this one (sniff sniff). The US is nearing the sequester deadline and the sharp… Continue reading
It looks like I have a critical audience, so I apologise if you manage find any offensive material in this one (sniff sniff). The US is nearing the sequester deadline and the sharp… Continue reading
I suggest we better all stop squealing about the 6.9 mio because America and UK are wising up to Singapore’s game, both launching into immigration campaigns to, potentially, give Singapore a good fight… Continue reading
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
Dear Oldfolk, I have been re- reading your comments in more detail and I believe “Houston, We May Have A Problem”. Let me paint my impression of your situation which could be misinformed… Continue reading
Not a firm believer in anything much in these times, I am not sure if this CLSA chart is anything to go by and I will remove it if they accuse me of… Continue reading
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
It is perhaps the western culture to pick a fight on the 2nd day of CNY and this is the country we have become. I know Singaporeans are becoming the minority in Holland… Continue reading
Chinese Year of the Snake starts on the same day as the most auspicious day of the Hindu religious festival of Maha Kumbh Mela with an estimated 20 million expected to take a… Continue reading
The index is flashing red. And its the 6.9 million talk that appears to be pissing this taxi driver off. And I seriously do not see too much fuss because I do not… Continue reading
I had coffee with a wealthy old friend the other day and he revealed he was renovating his second GCB in the Bukit Timah vicinity. He assured me the first one which I… Continue reading