Market Thoughts : Rattling and Humming Away

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A wee correction we saw in the S&P last night and a small global pullback that most people will see as a buying opportunity today as we open the US earnings season with… Continue reading

Bond Market Developments : More Good News

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We have been unhappy with the state of the SGD bonds OTC markets for a while now as we noted in May when an investor submitted some market feedback to the ST forum… Continue reading

Mid Year Musings : Engineering A Perfect Market At A Price

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My son deceived me into borrowing Season 1 and 2 of the Game of Thrones before I realised that they were both rated M18 and bordered very closely, to my limited understanding, on… Continue reading

SGD New Issues Review : Geo Energy 3.5Y 7% and PIL 3Y 6.25%

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July 7 (Bloomberg) — As early as today • Issuer: New Geo Energy • Initial Price Talk: Low 7% • Size to be determined SGD 300 mio borrowing programme. Market Cap : SGD… Continue reading

A Chinese Astrological Perspective : David Tepper

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There is nothing mythical or occultish about fengshui or bazi, which I just discovered have nothing to do with divination. But it delivers an important end goal that we all seek – balance and… Continue reading

International Bonds Weekly : Kangaroos and Panda Bears

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We have thrown in a CNH section to the International Bond Weekly report. For a start, we have prepared a list of 2014 issued CNH bonds listed in HK and SGX and their… Continue reading

Bonds In Conversation : Happy Utopia Born on the 4th of July

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Amazing numbers from America to mark a happy 4th of July for the markets around world – stock markets, mostly. The highly anticipated US Non Farm Payrolls last night smashed new lows in… Continue reading

Equity Thursday : China and The IPO Gravy Train

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I thought I would write about something to take our minds off the ECB and the Non Farm Payrolls tonight before the US holiday tomorrow and their long weekend. Global IPO Stats Year… Continue reading

Market Thoughts – Are You America’s Friend or Foe ? USD is Not Cool.

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Scrolling through my email’s In Box, I am stumped by the number of synonyms of the words STUMPED and STYMIED in the various titles of fx market commentaries, analyses and reports I have… Continue reading

Ad Hoc Commentary – Abe’s third arrow

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The front cover of the latest edition of The Economist features a picture of Shinzo Abe’s head superimposed as a traditional Japanese archer: http://www.economist.com/printedition/2014-06-28 The magazine praised the success of Abenomics’ first two… Continue reading