Category Archive: Views & Commentaries

Singapore Outlook 2014 : Back To School

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I decided not to do my usual elaborate stats for my outlook this time. My style is to do up the tables of past year market performance as the starting point, giving myself… Continue reading

Too Hot, Too Cold And The Duck Explodes – Faustian Market Extremes

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It’s so hot in Australia they had to add a new color to the weather map – purple, for 54.2 degrees Celsius. http://news.yahoo.com/hot-australia-added-colors-weather-map-135043015.html US braces for record-breaking chill… from a polar vortex !… Continue reading

Asian Emerging Markets 2014 – Detox Time

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Asking me to write an EM piece for 2014 is like asking Justin Bieber to do opera. It struck me that it is perhaps just what the market needs – a different perspective.… Continue reading

Bonds In Conversation : Ready, Get Set, Defend !

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Definitely not raring to go for the first 2 trading days of markets in 2014. So much for a fresh start, we have a flat start instead. Not seeing much in terms of… Continue reading

2014 : The Weight Of Expectations

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2013 has been a big fat hairy year. Record highs in stock markets and rising real estate prices have made folks feel content this Christmas and not too worried about what lies ahead… Continue reading

A Startling Revelation From A Young Mind

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My son is what you would call typical. In fact, slightly privileged too, if you ask me, with very little material wants he can think of. Thus, when he gave me his take… Continue reading

Winter Solstice – 21st December and Chilblains In Our Brains

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It is the Winter’s solstice on December 21 at 17:11 (UTC). The shortest day of the year in the northern hemisphere and the longest in the south. We get ready to eat sticky… Continue reading

The End Of The Foreign Affair

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No, this is not about the ex-bf. Inspired to write this after my stint at ironing and feeling humbled by the mere iron because I realise that I had forgotten how to iron… Continue reading

The Weakest Link In Real Estate Markets

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This is too interesting not to share with folks so I will try my best. Had a long lunch with my old insurance friend who runs a pretty big portfolio and he had… Continue reading

Return Of The Nightmare on Bond Street ?

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I have to declare I have not read a single bullish piece out on bonds for a while. There are reassuring pieces yet. Credit reports that serve to pacify, doing their best to… Continue reading