Category Archive: Market

Equity Focus : Investing In A Terminator Future

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ********************************   It has been my pet topic for a while now and after… Continue reading →

China Focus : Playing Octopus

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There is outflow from the Land of the Red Dragon with their biggest capital account deficit since 1998 in the final quarter of 2014. And we had the RRR cut this week from… Continue reading →

Australia Focus : Unexpecting The Expected

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I thought we were expecting a rate cut ? 28 Jan 2015 An article in Australia’s best-selling metropolitan newspaper (Herald Sun) claims the RBA has shifted its thinking on the economy and is… Continue reading →

Bonds In Conversation : A February To Remember

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Profiting from confusion. Markets are back in all the shunned assets this week starting with oil, the EUR dollar and junk bonds. Check out the best performing assets in Jan 2015.  (Source :… Continue reading →

Soul Searching In A Currency War

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One of the advantages of having this website/blog, is the access to my personal archive of thoughts, ideas and  research. Few people would remember how they were 3 years ago and re-reading my… Continue reading →

SGD New Issue Review : PT CIPUTRA PROPERTY 3Y

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PT CIPUTRA PROPERTY SGD 3Y – New PT Ciputra Property SGD 3Y announced – Strong IOI received post roadshow and deal is anchored – Initial Price Guidance: 6% area – PB selling commission:… Continue reading →

Ad Hoc Commentary – Russia vs Saudi Arabia pipeline wars

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“…Russia can use her gas weapon with impunity when the Chinese start buying in 2018. Today, Russia can only use her gas weapon for short periods before she starve herself of precious foreign… Continue reading →

Bonds, Bonds, Bonds – Buying For All The Wrong Reasons

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ********************************   It struck me that the biggest winners in bonds this month have… Continue reading →

China Focus : Watch Out

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If anyone was watching screens on Friday evening, it was Dialastrategist, who alerted me to the sudden spike in the USDCNH. Conspiracy theories abound with this spike coming just shortly before the 2%… Continue reading →

Australia Focus : RBA Time

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The only positive this week has been coal and the ASX. Government bonds continued to fly towards record low yields and RBA watcher McCrann said that the RBA “will most certainly cut rates… Continue reading →