Happy Ending On New Year’s 2013

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What a nice start to the year with the end of the fiscal drama. I feel like Hollywood has gone to Capitol Hill and Wall Street these days given how enamoured the world… Continue reading

Ad Hoc Commentary – NYC Staten Island Ferris Wheel feng shui

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During Obamacare, the Republicans said that the Democrats had poisoned the well. During fiscal cliff, the Republicans could be forgiven to think that the Democrats not only poisoned the well, but took it… Continue reading

Singapore Rates 2012 Into 2013 – A Jack In A Box

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2012 is behind us and Singapore has cemented her spot as a safe haven amongst the global financial centres. Historic lows in SGS yields :  5Y to 30Y. Historic lows in the >… Continue reading

When Doves Cry – Crisis of Confidence 2013

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‎ Bipolar disorder is a condition in which people go back and forth between periods of a very good or irritable mood and depression. Source : US National Library of Medicine. Being immersed… Continue reading

2012 Ends On A Strange New High

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Excuse me for my slowness. I have been off radar for 2 weeks and I come back to a different reality. 10 days ago, we had the Japanese elections, the fiscal cliff deadline,… Continue reading

Unsolved whodunits handed down from 2012 to 2013

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When did we ever start a new year without unfinished business, unsolved mysteries from the past year? In the non-exhaustive list below, most of the issues are obvious but the outcome is far… Continue reading

Ad Hoc Commentary – latest from our economists: resilient East Asia and Pacific

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Bullish Asia in 2013 just like yours truly is. The stars are aligned. Staying Resilient http://www.worldbank.org/en/news/2012/12/19/east-asia-and-pacific-economic-update-december-2012-remaining-resilient

Bonds In Conversation : Trials & Tributes

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There were 2 people in my life who had shaped me to become me today. I would not recommend either of them to anyone but I want to pay tribute to the both… Continue reading

Analysis : Guocoland and Petra Foods – Bonds Not In the News

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Guoco Group  Dec. 12 (Bloomberg) — Hong Leong subsidiary Guoline Overseas offers to buy shrs in Guoco Group it doesn’t already own, paying HK$8.25b for 93.7m shrs: H.K. stock exchange. • Offer is… Continue reading

Ad Hoc Commentary – Ben Bernanke: the smartest guy in the room

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Despite all the Fed bashing by pundits, yours truly maintain that Ben Bernanke is probably the smartest guy in the room. So whatever Uncle Ben does, we should watch closely. We know the… Continue reading