SGD New Issue Review : Swiber 2.5Y, Not A Surprise

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After Vallianz’s success, Swiber rushes out to borrow. SWIBER SGD 2.5 YR ISSUE Issuer: Swiber Holdings Limited Status: Direct, unconditional, unsubordinated and unsecured Notes Rating: Unrated Format: Reg S, S274 & 275 of… Continue reading

April Is The Cruellest Month, 2 Eclipses And Yellen Risk

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15 April 2014 Total Lunar Eclipse 29 April 2014 Annular Solar Eclipse Fact : Solar eclipses can only occur on new moons and lunar eclipses can only occur on full moons. Eclipses are… Continue reading

Ad Hoc Commentary – investment-less Abenomics

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As we mentioned some time back: “…Pundits are still optimistic on Japan Inc investing within Japan. But yours truly believe that CEOs of Japan Inc will first want to see better policies on… Continue reading

Ignore The Geopolitical Risks – AUD, S&P 500 and Gold

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Why we should ignore geopolitical risks ? Because nothing really happened in all the previous scares we had, central banks will make sure everything will be ok and globalisation has raised the stakes… Continue reading

Ad Hoc Commentary – for peace in our time, Obama should leave Syria alone

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“…President Obama reassured King Abdullah of Saudi Arabia on Friday that the United States remained committed to strengthening the moderate opposition in the Syrian civil war…” “…Relations between the two countries have become… Continue reading

Bonds In Conversation : Candy Rush then Candy Crushed

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There was a Candy Rush to list in the stock market and Candy Crush dropped 16% in its trading debut, bringing smiles to only the private equity company that invested in them because… Continue reading

Part Three – I Am Not Crazy, Do You Watch Movies ? The Investment Ideas

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I believe that in every generation, there are always people born out of their “time”. Far ahead into the future, slightly ahead, or behind. Jules Verne imagined us trawling the ocean depths but… Continue reading

PART TWO : ENDER’S GAME, NOBODY WANTS TO BE A SERVANT

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Does anyone feel that Ender’s Game, the movie, reminds you of the Singapore Gifted Education Programme ? That was how I felt halfway through the show, anyway. An overseas friend commented to me… Continue reading

PART ONE : 800 MILLION DOLLARS AND A SMILE FOR SINGAPOREANS

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My head busy is swimming with many threads of thoughts, so I thought writing should help me unravel some of them and make some sense of all these inputs and data. This is… Continue reading

The Thankless Job Of Public Service – Exodus of the Finance Ministers

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