Zico Special : Anniversary of NASDAQ 5000
As we sit on another anniversary of the NASDAQ Composite’s all time high that was reached in March 2000, commentators have come out in droves to give their two-cents worth as to why… Continue reading
Category Archive: Market
China In Focus : Losing The Crown ?
It looks like India will overtake China in GDP growth this year after they “tweaked” their GDP calculations, India is expecting to hit 8.5% growth. http://www.wsj.com/articles/india-forecasts-gdp-growth-of-up-to-8-5-1425024900 But China will still be no. 1… Continue reading
Australia in Focus : Timing the Inevitable Cut to Catch Up With Singapore
I note that Australian yields have dipped below Singapore interest rates (not bonds) in the 4-7 year tenors and this has not happened since the Asian crisis because Australian bonds have, on average,… Continue reading
Bonds In Conversation : Silence Of The Lambs
No doubt it is the year of the Sheep and credits, taking a backseat from the historic highs of the stock markets, have been sheepishly outperforming. A quick glance at the indices shows… Continue reading
Forex Month End : Just Pull The Wool Over Your Eyes Or Be A Black Sheep
When we started 2015, the entire world was waiting for the great global economic divergence and thus diverging policies from the central banks. 8 weeks into 2015, the divergence is showing up. Yes.… Continue reading
Ad Hoc Commentary – the S&P500 will probably peak here (for now)
In our 2015 outlook, yours truly said that the S&P500 will continue to go up this year. Well, it barely managed to gain 2.88% year-to-date and it is now probably time for us… Continue reading
SGD New Issue Review : MAGIC 7Y 3.5%
MAPLETREE GREATER CHINA COMMERCIAL TRUST 7Y SGD: PX GUIDANCE @ 3.5% AREA * NEW 7YR SGD ANNOUNCED DRIVEN BY REVERSE ENQUIRY * PRICE GUIDANCE AT 3.5% AREA * AS EARLY AS TODAY’S BUSINESS… Continue reading
USD New Issue Review : Country Garden Holdings 5Y NC3 7.875%
It’s our lucky day … got this piece courtesy of friend who I hope will be able to write for us soon ! ************************ Country Garden Holdings Co. Ltd. (Country Garden) is marketing… Continue reading
Market Thoughts on CNY : Little Bo Peep, Don't Lose Your Sheep
Baa Baa Black Sheep Have You Any Clue ? Not really except that the bond market is a little stuck these days with investors mostly shut out of the good stuff which are… Continue reading
Zico Update : Taking Profit On Apple
After a long time in the stock, I actually placed the order to sell some of my Apple Holdings yesterday. And my old classmates from school whom I told over CNY dinner that… Continue reading