Category Archive: Market

QE – them, you and me

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There are now at least 5 major central banks officially on QE – Fed, BOJ, BOE, SNB and the latest ECB. Some matter more to ‘them’, some matter more to us – us… Continue reading →

Ad Hoc Commentary – the EUR euphoria

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As expected, we have reached the EUR euphoria stage after our expected Jackson Hole disappointment. Despite our Dow Jones industrial making an eye-watering 1.87% jump overnight, yours truly is not bullish. Sorry bulls.… Continue reading →

Don’t Hold Out For Big Brother China

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Communist Paper Editor blasts legacy of outgoing leaders. Sept. 4 (South China Morning Post) — A senior editor of Study Times ,a Communist Party mouthpiece, has launched a blistering broadside at the country’s… Continue reading →

The Keppel Corp Charity

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There are many ways to give to charity and it looks like Keppel is certainly one of them. Within 6 months, the company potentially made over SGD 6 million off investors of her… Continue reading →

Special Guest Post : The A-Z of the offshore deliverable Renminbi

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This is really history in making – internationalising a currency before it is fully convertible. This is what China has been doing for the past 5 years since it allowed a Chinese bank… Continue reading →

Straw poll – turning 46, good time to quit?

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I think about my future most when I am behind my wheels. Of the different encounters you get on the road – traffic jams, Singaporean drivers, radio news, trivials and songs, the pedestrians,… Continue reading →

Surviving the QE freeze

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Can we really believe Bernanke when he said he’s all ready to ramp up QE again? Even so, the question right after that would be “so now what”. Basically, QE has reached diminishing… Continue reading →

Ad Hoc Commentary – Jackson Hole disappointment, European euphoria, Japanese jinx

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As we said 2 weeks ago, Europe had solved itself. The ever so influential Medley was said to report that the ECB was close to a bonds program deal. Sep 6 ECB meeting… Continue reading →

China Crisis – Wishful Thinking ?

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IT’S ONLY A SONG ! link. Not that I can claim I had my first Walkman then. Although I can attest to my light blue Sony Walkman procured sometime during the Tiananmen fiasco… Continue reading →

Ad Hoc Commentary – listen to the bears

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There is a time for everything under the sun. Now is the time to listen to the bears. Our favorite barometer of risk, the Dow Jones Industrial is at the top of the… Continue reading →