Category Archive: Views & Commentaries

The Crowd And The Bond Alternative

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This post was written for www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Every few months, the banker would give me a call regarding my little company… Continue reading

Ad Hoc Commentary – Schauble thinks we are blind

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“If you look at Greece, it’s not a major part of the economy of the eurozone as a whole. Most participants of financial markets are telling us that markets have already priced in… Continue reading

Op Ed : For 90% Of The World, There Is No Logic Or Means

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My professor friend solved that confounded Primary 5 math logic problem in less than 2 minutes, to none of my amazement of course, because we would expect All Teachers and Principals and Ministers… Continue reading

Bond Market Developments : Singapore Savings Bonds, Retail Bonds and ETFs

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“The government will introduce the new Singapore Savings Bonds (SSB), a type of Singapore Government Securities (SGS) for local individual investors, announced Josephine Teo, Senior Minister of State for Finance and Transport, at… Continue reading

Left Behind In Social Media Investing = Private Equity ?

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Foreword I have always only held Lee Kuan Yew in awe (and even a bit of fear), tried hard to fit the mould and kept my mouth shut in public. Now I shall… Continue reading

Singapore Rates – No Fundamentals Required For Soaring SOR

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I think we shall be seeing a new record in SOR fixings today, so this is a forewarning for those who may be concerned. SGD forwards trading higher as funding tightens as we… Continue reading

Ad Hoc Commentary – darkness prevails over Europe, Middle East and North Africa

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Today, we will have the total solar eclipse that we had talked about in the past: “…Mar 20, 2015 Solar Eclipse on Rosh Chodashim (Biblical New Year) Apr 4, 2015 Blood Moon on… Continue reading

Market Thoughts Before FOMC : It Is Always A Surprise

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Why is it called a surprise rate cut ? There is nothing surprising about rate cuts when we get an average of over 2 a week, with the count this year coming to… Continue reading

Bond Focus : Forex Homework For Bond Investors

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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 ! ******************************** All this time in the markets and I never thought to look back… Continue reading

Market Thoughts on CNY : Little Bo Peep, Don't Lose Your Sheep

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Baa Baa Black Sheep Have You Any Clue ? Not really except that the bond market is a little stuck these days with  investors mostly shut out of the good stuff which are… Continue reading