Market View – Feeding Out Of Yellen’s Hands

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I do not really bother about all those editorials we read about America losing her political clout on planet Earth. Bernie’s analogy of the Romance of the 3 Kingdoms in his Ad Hoc… Continue reading

Ad Hoc Commentary – China Russia reach historic gas deal, Europe should be fearful

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“…A $400-billion deal for a 30-year supply of natural gas has been negotiated for nearly a decade, with Russia hesitant to concede a lower price for China than its European customers, the New… Continue reading

Bond Revolution in Singapore – Lesson 9 : Handling A Crisis

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Let’s face it. By the time the man on the street knows there is a market crisis, we would be well into it already. This is perhaps one of the more relevant posts… Continue reading

Ad Hoc Commentary – the European elections

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The most important elections from the capital flight standpoint is the European elections that runs from May 22 to May 25, 2014. Election results will trickle in from Sun night itself. The recent… Continue reading

SGD New Issue Review : HDB 5Y 2.223% vs Deutsche Bank EUR/USD/GBP AT1

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NEW ISSUE – HOUSING DEVELOPMENT BOARD 5Y SGD @ 2.223% ISSUER:  Housing and Development Board RATING: Unrated SERIES: 59 FORMAT: S274 & 275 and Reg S Bearer, Fixed Rate Notes (off Issuer’s  S$22bn… Continue reading

So Right That It Went Wrong – When They Say Sell, Better Buy

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Strategists are an amazing breed of people which justifies their maleficent (harmful to all other creatures) salaries. Imagine, what are the chances of winning Toto more than once a year ? It is… Continue reading

SGD New Issue Review : Midas 2.5Y 6%

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NEW ISSUE: MIDAS HOLDINGS SGD 2.5Y – PRICE GUIDANCE @ 6% area Issuer:   Midas Holdings Limited Status: Senior, unsecured Rating: Unrated Format: Reg S, Bearer, S274 & 275 of Singapore SFA, issued off… Continue reading

Site Announcement

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We apologise for the rather disruptive change in the theme and design for the site. The old theme of ours went on strike over the weekend and we had to install a new… Continue reading

Constructive Ideas For Singapore Markets : GLP and MLT

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Some readers may have noticed that I pulled the post on the idea of how some bonds could be issued more profitably for some than others. As it turned out, opinions were that… Continue reading

Bonds In Conversation : Short Term Pain, Long Term Gain

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I met two chaps this week in my infrequent forays out from home and outside the school run routine, who both have substantial cash on the side. They are cashed up which sounds… Continue reading