Capital Controls and Safe Havens

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 Illustration 1: ”Bank run” on AIA Singapore office in September 2008 Even in staid Singapore that is always seen as a safe haven, there was a ”bank run” on AIA Singapore office in… Continue reading

What is Safe From A Bail-In (Loss Absorption) ?

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I have been giving thought to this bail-in idea. Bail In is the In Thing. A bail in during a crisis involves senior bondholders and senior creditors (aka depositors) as Cyprus has demonstrated.… Continue reading

The Cypriot fallout – European capital flight, Asia’s plight?

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The threat of capital flight out of Europe is becoming more real with each passing day that Cyprus stays on holiday. And all of a sudden, the talk in town now is that the… Continue reading

Tradehaven – Girl Interrupted

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Most of my friends are aware that I have decided to take a break from work. It is definitely uncommon amongst people in my trade to give up the paycheck and future bonuses… Continue reading

Bonds In Conversation : Taking a Break

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Bonds in conversation will be taking a break for a fortnight. Markets are sidelined and not doing much, SGD bonds unexcepted. PB flows have slowed considerably and the latest issues are not seeing… Continue reading

SGD Rates and Bonds Weekly

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Economic News 25 Mar Feb CPI. +1% MoM vs expected 0.4%. +4.9% YoY vs expected +4.1%. IRS CPI nailed it in the coffin for the USDSGD yet IRS remains directionless without the SGD… Continue reading

Some Thoughts on MAS Monetary Policy Statement

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MAS media blackout period into their semi annual Monetary Policy Statement which is widely expected to be between 5th-12th April, along with the GDP number. Some final headlines. March 1 (Bloomberg) — Singapore… Continue reading

And The Academy Award Goes To…

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Cyprus ? Abe ? Bernanke ? Draghi ? No need to watch the telly, we have this in real life. The award should go to all of them and drama classes made compulsory… Continue reading

Bonds In Conversation : Brace For Impact

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” March 21 (Bloomberg) — Investors stand to lose most of the $1.28 billion they put into Suntech Power Holdings Co. after the solar manufacturer said it wouldn’t resist a bankruptcy petition filed… Continue reading

Spring Breaks …. The Market ?

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Spring or Vernal Equinox starts on 20th March and its cherry blossoms and daffodils English: Daffodil field in South East Cornwall (Photo credit: Wikipedia) time. Dialastrategist is going off to Cornwall to do… Continue reading