Category Archive: Op-Eds

Singapore Corporate Bonds 2018 : Not Time to be Bullish on Singapore Corporate Bonds

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Photo courtesy of Mr KC Kan, Japan, 2018   Peak Year 2017 – A Recap We will remember 2017 as the peak default year for the Singapore corporate bond market with just under… Continue reading

2018, Eat, Sleep, Sh*t and Shop … But Don’t Forget to Breathe and Think

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photo courtesy of Mr Percy T., Poland 2017.   2017 has been a year of epic proportions and no storm, wind, hail, flood, fire or Godly wrath of any sort has been large… Continue reading

2017 Into 2018, For All The Mad, Stupid, Evil and Greedy People in the World

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photo courtesy of Mr Percy T., Auschwtiz 2017.     * 2017 was a rare recording-breaking year where sell-signals did not work, that has left us at a loss for words, a volatile… Continue reading

Investment Takes : Are You A Loser If You Are Not Up 30% in 2017 ?

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* Talking to folks about 2017, one proclaims that if you are not up at least 30% in 2017, you are a loser. *  Friends in HongKong gripe about 30% returns on their… Continue reading

The Age of Giants in the Sharing Economy – To Eat, To Shop, To Invest or To Read Chinese Literature

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* We are still living in the dream in the record stock market rally even though we hit some snags last week observing the first signs of volatility in a while * JPM… Continue reading

Op Ed : Crazy New Normal of Economic Prosperity in Disruption and Dystopia

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photo courtesy of Mr KC Kan, in 黄山, China     *A year ago, we said that Donald Trump is not the cause but a manifestation of changes that have been building up… Continue reading

Happy Horrors for Halloween – Singapore Corporate Bonds Have Outperformed

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photo courtesy of Ms Su Tan, in Japan     *October comes to a roaring ending with a new high in stocks and a new en bloc as each week passes. *  With… Continue reading

Imaginations Running Wild Part 2 – SIBOR, SOR or a new benchmark ?

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* Singapore’s en bloc fever rages even as China’s President Xi says Housing Should be for Living in, Not for Speculation. Perhaps Singapore could represent currency stability or gains ? * The US… Continue reading

Missing Out on En Blocs and Singapore’s October Monetary Policy Statement

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Photo courtesy of Mr K.C.Kan, Nepal. Most Singaporeans are missing out on the en bloc mania as disconnect in property prices emerge between the real market and the en bloc market It still… Continue reading

Singapore Bond Market : I-Can-Afford-The-Default Syndrome

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photo courtesy of Ms E. Wong, Kyoto   Singapore Bond Market : I-Can-Afford-The-Default Syndrome *  Things are looking up for global equity markets and the global economy *  There is still a part… Continue reading