Category Archive: Market

Ad Hoc Commentary – the Paris 'Lovejoy' march

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“…At least 3.7 million people, including world leaders, marched in anti-terrorism rallies in Paris and elsewhere in France on Sunday, French officials said, calling the massive gathering in the nation’s capital the largest… Continue reading →

Equity Thoughts : Banking On Singapore Banks

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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 ! **************************** Last week in Singapore has been about 2 things as far as the… Continue reading →

China In Focus : Upbeat For the Wrong Reasons

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The relentless 16% rally we have witnessed since end Nov 2014 in the SHCOMP has been for 1 reason – expectations of stimulus. That strikes me as a rally for all the wrong… Continue reading →

Australia In Focus : Let's Play Cricket

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The only thing of interest onshore is perhaps the Australia vs India cricket test series. They will be playing their 4th test today. Well, Australia is expected to win with their comfortable lead… Continue reading →

2015 Outlook : A Bittersweet Symphony

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The following message has been going around. Upon investigation, I found that it is untrue. It is not 1997 with the same dates mentioned above, it is 1998 – the year of the… Continue reading →

Bonds In Conversation : Guerrilla Warfare

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Heavy week in the bond markets with fates hanging on the US NFP tonight after a mostly undecipherable FOMC minutes on Thursday morning. Some major bonds have missed payments in the first week… Continue reading →

SGD New Issue Review : Fragrance Group 2Y

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FRAGRANCE GROUP LIMITED SGD 2Y – New Fragrance group limited SGD 2yrs announced on the back of reverse enquiry.  Deal is anchored. – Initial price guidance: High 3s – Timing: This week’s business,… Continue reading →

Bond Market Buzz

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Big day today, right after FOMC minutes less than 6 hours ago. 8 Jan 2015 Coupon Payments We have 2 distressed bonds due for their coupon payments – Kaisa 10.25% 01/2020 USD 500… Continue reading →

Another Hindenburg Buy Omen ?

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They never seem to go away, and will run another 40 days from 5 Jan 2015, coming so shortly after the spate of 5 omens last month. Last month’s omens : https://tradehaven.net/market/equity-wednesday-the-hindenburg-buy-omen/ and… Continue reading →

Random Thoughts : DIY Hedging Your Home Loan And The FOMC Minutes

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Poor economic growth numbers, lower inflation and higher rates. 26 Dec 14 Nov Industrial Production -1.4% MoM vs expected +0.4% 26 Dec 14 Nov Industrial Production -2.8% YoY vs expected +0.3% 2 Jan… Continue reading →