Picking The Contrarian Moment – Currency Talk
Photo courtesy of Ms Jeannie Tan, S.F. There is not a better this entire year to tinker around our thoughts than now, if you are a thinker of course, because we finally… Continue reading
Category Archive: Market
Ramblings on The Sunset Industry, Bankers and Knowledge Workers
Photograph courtesy of Ms Jeannie Tan, S.F.. A quick chat with some young bankers, on the other side of 20, who were fresh management trainees not too long ago, reminded me of the… Continue reading
Q4: More of the Same?
Photo courtesy of Ms Eleanor W., Perth, W.A.. Three quarters into the year, let’s take stock of where we are in terms of performance across the different equity and credit asset classes… Continue reading
*** NEW ISSUE: JULIUS BAER GROUP SGD AT1 – IPG 6.00% AREA ***
11 months after issuing their first SGD AT1, Julius Baer returns with a second one, with a similar structure to the one done last year. Issuer: Julius Baer Group Ltd Instrument: Reg S… Continue reading
Ad Hoc Commentary – Is US-Russia going to war in Syria?
For most of the year, the top 3 political concerns that were driving Mr Market were the upcoming elections: 1. US presidential elections (Nov 2016) 2. French presidential elections (May 2017) 3. German… Continue reading
SGD Monthly Snapshot : Wake Me Up When September Ends
Economic Data in September 2 Sep Aug PMI 49.8 vs 49.4 expected Aug Electronics Sector Index 50.2 vs 49.7 previous 5 Sep Aug Nikkei Singapore PMI 52.3 v 50.7 previous 7… Continue reading
Demystifying The Financial Anomaly – Shortage of USD And Basis Swaps
I have been perplexed reading about the USD shortages in the negative rate world because the DXY (USD) Index has not gained in the year which means there couldn’t be that… Continue reading
** CHINA CITIC BANK INTL – US$ PERPNC5 AT1 (REG S) – 4.625% AREA
Yet another Chinese AT1 hits the market. With response to last week’s Cinda AM Perp NC5 AT1 lukewarm, it will be interesting to see how investors take to this. The new Cinda AT1… Continue reading
IHC – seems a case of poor PR, bad luck and past catching up
In the business of investing and managing medical facilities, IHC – International Healthway Corp – is in a recession-proof industry which should be an enviable position today. Yet, its woes don’t seem to… Continue reading
Halloween Trade Idea : Don’t Study So Hard, Learn To Think Instead
byPhoto courtesy of Ms Jeannie Tan, S.F. On the hot topic of education, a dear friend of mine recounted to me how she, oddly, felt suicidal when the kid flunked Math in… Continue reading →