Contemplating if I have a personality disorder these days. Till I look at the EUR charts. It’s not me ! The market is bipolar and caught up with the frenzy of immediate gratification.… Continue reading
I wrote this in August. Singaporeans Are Not The Richest In The World – Toyota Says So ! Singaporeans are one of the richest in the world with the highest population density of… Continue reading
During times of crisis, duration of reign of Roman Emperors shortened remarkably: http://en.wikipedia.org/wiki/List_of_Roman_emperors#Emperors_during_the_Crisis_of_the_Third_Century Since Shinzo Abe in 2006, Japan had a string of Prime Ministers that lasted only 12 months or so: http://en.wikipedia.org/wiki/Prime_Minister_of_Japan#List_of_Prime_Ministers_from_1982_-_2012… Continue reading
Everyone has their say on Olam now. Loudest ones veering towards, “I knew it” and “I told you so”. But there is a silent majority of “I do not believe it” and “Temasek… Continue reading
Confesssion. I am doing the deluxe Melbourne holiday. Flew business, staying in the most expensive boutique hotel I could find in South Yarra, where I am thinking of buying a little house. Not… Continue reading
Market lapsing into year end lull as origination desks wind up after a highly charged 2nd half year. I am also seizing the opportunity to take a short break with the kid to balmy… Continue reading
MAS calls it a “unique” monetary policy framework because it is managed on foreign exchange rates rather than interest rates unlike all the other central banks. NEER – Nominal Effective Exchange Rate. Basket –… Continue reading
So what now… With the US elections out of the way, investors’ attention have again turned to the fiscal cliff – the over $600 billion in tax and spending provisions set to change… Continue reading
Short one. Small issue. SGD 75 mio and not more than SGD 100 mio. Unrated and 27% owned by PT Lippo Karawaci, the largest property company in Indonesia. Asian reits giving me the… Continue reading
I do not remember a time when Japan was not recessionary in my entire career. We have grown to used to their underperforming growth that we pay scant heed to any negative news… Continue reading