Category Archive: Op-Eds

Ad Hoc Commentary – Sisi is real, Isis just distraction.

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The Middle East is moving further into the darkness of war. The Middle East should learn more from China’s Xi Jinping who seems to be the only one that understands that development is… Continue reading

Ad Hoc Commentary – a few pictures of LKY's final procession

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Some pictures yours truly took just hours ago. God Bless Mr Lee Kuan Yew and his family.

Ad Hoc Commentary – rest in peace LKY

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It is a sad day indeed as the world loses one of its finest statesmen: Lee Kuan Yew (LKY), the founding father of modern day Singapore. If you read any of Peter Schweizer’s… Continue reading

Ad Hoc Commentary – suspend all SG50 celebrations till LKY recovers

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Is bread and circuses all that we care about? https://www.singapore50.sg/ Do you go about celebrating 50 years of being family when the very founder of the family is fighting for dear life? http://www.businesstimes.com.sg/government-economy/lee-kuan-yews-condition-worsens-due-to-infection-pmo… Continue reading

Daily Brekkie Bond Wrap

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Investment Grade: Despite a firmer macro backdrop, Asian credit started the week on a weak tone, as lower commodity prices led by oil, weighed on sentiment. There was some selling in the low… Continue reading

China In Focus : Losing The Crown ?

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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

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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

Ad Hoc Commentary – the S&P500 will probably peak here (for now)

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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

Ad Hoc Commentary – Is Greece the North Korea of our times?

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“The first proper negotiations between Greece and eurozone finance ministers failed to make any progress or result in a joint statement.” http://www.theguardian.com/business/live/2015/feb/11/eurozone-ministers-braced-for-crunch-talks-with-greece-live-updates   “…Greece’s radical new government has threatened to seek money from… Continue reading

Singapore Interest Rates – The Over Worrying Nation

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I had this idea to write about this for some time but held back because I wanted to enjoy the joke privately for a while longer before sharing the laugh with readers and… Continue reading