Category Archive: Views & Commentaries

Ad Hoc Commentary – investment-less Abenomics

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As we mentioned some time back: “…Pundits are still optimistic on Japan Inc investing within Japan. But yours truly believe that CEOs of Japan Inc will first want to see better policies on… Continue reading

Ad Hoc Commentary – for peace in our time, Obama should leave Syria alone

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“…President Obama reassured King Abdullah of Saudi Arabia on Friday that the United States remained committed to strengthening the moderate opposition in the Syrian civil war…” “…Relations between the two countries have become… Continue reading

Part Three – I Am Not Crazy, Do You Watch Movies ? The Investment Ideas

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I believe that in every generation, there are always people born out of their “time”. Far ahead into the future, slightly ahead, or behind. Jules Verne imagined us trawling the ocean depths but… Continue reading

PART TWO : ENDER’S GAME, NOBODY WANTS TO BE A SERVANT

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Does anyone feel that Ender’s Game, the movie, reminds you of the Singapore Gifted Education Programme ? That was how I felt halfway through the show, anyway. An overseas friend commented to me… Continue reading

PART ONE : 800 MILLION DOLLARS AND A SMILE FOR SINGAPOREANS

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My head busy is swimming with many threads of thoughts, so I thought writing should help me unravel some of them and make some sense of all these inputs and data. This is… Continue reading

The Thankless Job Of Public Service – Exodus of the Finance Ministers

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I compiled this list. Fin Ministers/Central Bankers Resignation since Jan 2014. 1. Dutch Deputy Fin Min http://online.wsj.com/news/articles/SB10001424052702303519404579352201884605822 2. Italy Deputy Fin Min http://www.eurointelligence.com/news-details/article/italys-deputy-finance-minister-resigns-over-disagreement-with-renzi.html?no_cache=1 3. Iraq Deputy Fin Min http://rudaw.net/english/kurdistan/180220141 4. RBI Deputy Governor… Continue reading

Ad Hoc Commentary – banks as the whipping boy; Buba tacit approval to Europe QE

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“…Wall Street banks and their foreign rivals have paid out $100bn in US legal settlements since the financial crisis, according to Financial Times research, with more than half of the penalties extracted in… Continue reading

Ad Hoc Commentary – we shall choose Shame, and then have War…

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“…now that Putin had largely secured Crimea, he will likely only stage his next major move in the fall [months]….” https://tradehaven.net/market/ad-hoc-commentary-to-counter-russias-rise-america-should-re-pivot-to-nicaragua-and-singapore-should-accept-a-russian-military-base/ Yours truly still expect Putin to stage his next move in Oct… Continue reading

Random Thoughts : Temasek, Olam and Watsons – When It is So Dumb, It Must Be Smart

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There is a lesson to be learnt here and it has nothing to do with March madness. Temasek has been dominating the headlines in the past 2 weeks and getting the attention of… Continue reading

My USDSGD Monetary Policy Statement Piece – Forward Guidance Please

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CONTINUED FROM Random Thoughts : Temasek, Olam and Watsons – When It is So Dumb, It Must Be Smart Recap.. My initial thought was that Temasek is getting out of SGD because Olam… Continue reading