HK Dollar – A Collectible ?
I was having a lunch time chat with a Hongkie Babe, my good friend, whose is a CNH portfolio manager in Hong Kong, of course, and I was curious as to how the… Continue reading
Taking Another Look At Singapore Reits
A friend informed me that he has made 18% trading SReits this year which is impressive because I did not think that SReits were all that exciting. But he is an SReit expert… Continue reading
Taper Vs Negative Rates – Not much to choose from, Sell EUR
Between the USD and the EUR, we have more than half the world of assets covered and the 2 most powerful central banks in the world, disputably. If both central banks (not including… Continue reading
The Ugly But Profitable Business Of Defaults
Reading up on this Argentina debt deadlock and one wonders whose side are we on ? On one hand, we have a pretty recalcitrant, and probably corrupt, country that does not appear to… Continue reading
Midsummer Is Here – Inflation, Gold and Bitcoins
Midsummer at exactly 6: 51 pm today as we mark the summer solstice and the longest day of the year. The weather does the day credit with the warm breeze that is blowing… Continue reading
International Bonds Weekly : The Kangaroo Report
Investors cannot get enough of AUD but Australian companies are rushing out to issue in Europe where it is cheaper. SGSP Australia to Sell EU500m 8Y Bonds, IPT MS +90bps Area (8Y 1.23%+0.90%… Continue reading
Bonds In Conversation : We, Not Stupid In Summertime
I end the week with a somewhat fractured view and a profound sense of realisation of the role of the retail investor in bond space. The retail segment is not as fragmented as… Continue reading
Ad Hoc Commentary – time to get off again?
So far, selling in May and coming back in Jun had been relatively good. Our favorite S&P500 hit new highs overnight and it seems that this bunny is not going to stop. Of… Continue reading
How Do The Floating Loan Rates Look ?
Fed’s dovish stance yesterday led to some expectation adjustments in Libor rates and SGD rates followed suit today. The short end interest rates that we rely upon for fixing those housing loans as… Continue reading