Category Archive: Views & Commentaries

A Last Word : The End of Higher SIBOR For Now

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After today’s surprise Monetary Policy Statement from the MAS. People, rejoice. My view is that it is the end of the road for higher SIBOR from now. MAS did the public a favour… Continue reading

Lessons of 2015 : Faces of Fear

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What have we learnt in the short span of the first 3 weeks of 2015 besides the different faces of fear ? Our heads and hearts started the year with oil prices, interrupted… Continue reading

2015 Outlook : A Bittersweet Symphony

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The following message has been going around. Upon investigation, I found that it is untrue. It is not 1997 with the same dates mentioned above, it is 1998 – the year of the… Continue reading

Financial Vulnerabilities In Stability Part 2 – Sustained Growth in the Time of UMP

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To continue from part 1, I assume everyone has read the lengthy treatise that the MAS team painstakingly puts up each year. http://www.mas.gov.sg/~/media/resource/publications/fsr/FSR%202014.pdf It carries it usually cautionary tones that went unheeded last… Continue reading

Financial Vulnerabilities In Stability Part 1 – Leverage Will Get Expensive

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103 pages this year, compared to last year’s 91 pages. The Financial Stability Review is out again and I have not read it all yet. Link to report – http://www.mas.gov.sg/~/media/resource/publications/fsr/FSR%202014.pdf Link to my… Continue reading

Singapore Market Buzz And Round Up

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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 ! ************** The main buzz in Singapore would be the Sentosa Cove condos going at… Continue reading

China’s internet bubble

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On a trip to Beijing two weeks ago, the first thing I hear about is internet financing – P2P, crowd financing etc. I listened to a few of these Alibaba-like companies telling me… Continue reading

China’s rate cut – killing many birds with one stone

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There is a lot happening in China these days – global expansion of RQFII country quotas – Australia and Canada are the latest recipient countries, the Hong Kong-Shanghai mutual market access (MMA), ramping… Continue reading

The Oracles Of Our Time

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I read with interest the predictions of Isaac Asimov on the year 2014 written back in 1964. http://www.huffingtonpost.com/2014/01/02/isaac-asimov-2014_n_4530785.html http://www.bbc.com/news/technology-27069716 He has been prescient to a flaw, foretelling of LCD screens, Skype, robots and… Continue reading

Better Start Thinking About The Risks We Don’t Think About

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We are due for a nice partial solar eclipse later on tonight or rather early tomorrow morning at 330 am, Singapore time. I am not sure if everyone has been reading these troubling… Continue reading