Category Archive: Views & Commentaries

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

Imaginations Running Wild Part 1- Animal Spirits and Central Banks

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* We head into the 30th anniversary week of 1987’s Black Monday with animal spirits in charge, stretching our imaginations * 1 out of every 4 days for the year so far resulted… 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

Stock Markets : You Ain’t Missing Anything For The Peace of Mind

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photo courtesy of Mr KC Kan in Kumano, Japan   Markets are handling a lot of information and developments right now and US stocks have made a new record high Folks who had… Continue reading

Bond Markets : The Bills and the Bonds that will pay for them

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This week has shown that we cannot predict anything, not hurricane experts or earthquake experts or even economists/astrologers There will be bills to pay for these natural and man-made disasters Reinsurance and insurance… Continue reading