Category Archive: Views & Commentaries

Time For Another Asian Crisis

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Emerging market funds have seen record breaking weekly inflows for the month of July led by hard currency funds and their ETFs. “Emerging… Continue reading

Imagine An Asset Light Model Into The US Presidentials

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Modern leap years all have the following in common – The US Presidential elections, the summer and winter Olympic Games and the European… Continue reading

Prisoner’s Dilemma Assessment of The Market

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   The ordinary person would not be denying that we are living in strange times these days with an apparently random act of terrorism… Continue reading

My Education From A Bond Seminar

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   The good fortune of residing in Singapore struck me when I saw a policeman the other day who was quite little, whom I… Continue reading

1H16 Market Thoughts : Did Somebody Die ?

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With worries mounting daily, the latest being BREXIT fears, markets are mighty lucky mass hysteria has not broken out for the lack of a potential  hard landing for the global economy. Putting a… Continue reading

SGD Monthly Snapshot : Did Somebody Die In June ?

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Economic Data In May 2 June May PMI 49.8 vs 49.7 expected May Electronics Sector Index 49.1 vs 49.5 previous 3 June Nikkei Singapore PMI 50.1 vs 49.4 previous 7 June May Foreign… Continue reading

The Tradehaven Basic Bond Seminar

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The Basic Bond Seminar is not a Bond Basics Seminar, even if they are both BBS for short. The Tradehaven team has this idea for our first bond seminar of 2016, in time… Continue reading

The End Of An Empire And The Risky Banks

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It does look like the topic of Brexit is here to stay and England is the black swan that will join the ranks of the former great empires out of Spain, Rome, Greece,… Continue reading

Just Try Not To Lose Money To The Black Swan

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We seem to spend an inordinate amount of time these days discussing central banks and the British referendum. My first thought on UK’s referendum coming up next Thursday, also known as BREXIT, for… Continue reading

LIVING AND BANKING IN FEAR

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If you do not spend a lot of your time in the financial district, like me, and you pay a visit for a coffee with old friends, you may be struck by the… Continue reading