Zico Files : The Stand Off In Hong Kong
The stand-off between the protestors on the streets of HK and the Beijing government has brought back memories of past stand-offs – the 2003 protests in HK and those further in back, in… Continue reading
Category Archive: Market
Ad Hoc Commentary – the first case of Ebola in USA
“…On 24 September the patient began developing symptoms of Ebola, which can include high fever, vomiting, diarrhea and in serious cases internal and external bleeding…” “…On 26 September the patient sought treatment… Continue reading
Equity Thoughts : Gappy Markets To End The Year In Tears.
An old Nikkei daily candlestick chart. Notice the huge gaps in the opening and closing levels throughout the year. It is mostly the same for the rest of the liquid Asia markets too.… Continue reading
Tricky Cashflow Balancing Acts – Singapore
I tried to do an exercise on our locally listed companies and filtering out those that are over reliant on short term borrowings which could pose a problem to refinance in case of… Continue reading
SGD NEW ISSUE REVIEW : FRASER CENTREPOINT 7Y 4%
Sept. 29 (Bloomberg) — Pricing today. • Issuer: FCL Treasury Pte Ltd • Guarantor: Frasers Centrepoint Limited • Unrated • Reg S (off issuer’s SGD3b multicurrency debt program) FRASERS CENTREPOINT LTD 7Y SGD… Continue reading
Captain America Is Back – Fear Index
Taken from CNN http://money.cnn.com/data/fear-and-greed/ And we are in pretty Extreme Fear zone now. Wow. If this is Extreme Fear, then I guess we cannot get worse and the stock market will be rallying… Continue reading
CHINA Focus : Talk To The Hand
Shanghai Composite Index at an 18 month high tells us to TALK TO THE HAND and charts suggest another 4-5% upside as we head into the opening of the Shanghai-HK stock exchanges connect… Continue reading
Australia Focus : Recession Proof
The Australian dollar has had a slammed and dunked week again making it the 3rd worst performing currency in the entire world for the month of September, losing 6.08% against the USD and… Continue reading
Bonds In Conversation : Watching Asia : Many Ways To Die
In a macabre reverie, I was imagining that I would rather be eaten by a great white shark than beheaded by an ISIS executioner on Youtube with the world watching. At least I… Continue reading
Ad Hoc Commentary – Is Comet Siding Spring going to be a bad omen?
“…Comets have inspired dread, fear, and awe in many different cultures and societies around the world and throughout time. They have been branded with such titles as “the Harbinger of Doom” and “the… Continue reading