Bonds In Conversation – An Opinion is not Libel and it is not Contagious !

by

I am getting worried about writing this column in this Libel society of ours. And I am not talking about the SMU human rights school closure last month. Just because our leaders and… Continue reading

Taking Stock : Don’t be greedy when you’re scared – EURUSD

by

Contemplating if I have a personality disorder these days. Till I look at the EUR charts. It’s not me ! The market is bipolar and caught up with the frenzy of immediate gratification.… Continue reading

Why Are Singaporeans Sad ? They Are Not Rich Enough !

by

I wrote this in August. Singaporeans Are Not The Richest In The World – Toyota Says So ! Singaporeans are one of the richest in the world with the highest population density of… Continue reading

Ad Hoc Commentary – a crisis in Japan, but beware buying USDJPY with abandon

by

During times of crisis, duration of reign of Roman Emperors shortened remarkably: http://en.wikipedia.org/wiki/List_of_Roman_emperors#Emperors_during_the_Crisis_of_the_Third_Century Since Shinzo Abe in 2006, Japan had a string of Prime Ministers that lasted only 12 months or so: http://en.wikipedia.org/wiki/Prime_Minister_of_Japan#List_of_Prime_Ministers_from_1982_-_2012… Continue reading

A Final Word on Olam

by

Everyone has their say on Olam now. Loudest ones veering towards, “I knew it” and “I told you so”. But there is a silent majority of “I do not believe it” and “Temasek… Continue reading

A Tale of 2 Cities – Melbourne and Singapore

by

Confesssion. I am doing the deluxe Melbourne holiday. Flew business, staying in the most expensive boutique hotel I could find in South Yarra, where I am thinking of buying a little house. Not… Continue reading

Bonds In Conversation : Let Me Eat Bread, I Don’t Want Cake

by

Market lapsing into year end lull as origination desks wind up after a highly charged 2nd half year. I am also seizing the opportunity to take a short break with the kid to balmy… Continue reading

Who Needs SGD NEER ? We Have SGD REER ! – The Great Singapore Economic Debate !

by

MAS calls it a “unique” monetary policy framework because it is managed on foreign exchange rates rather than interest rates unlike all the other central banks. NEER – Nominal Effective Exchange Rate. Basket –… Continue reading

GUEST POST : Zico For Stocks Column – Equity strategy in the face of the fiscal cliff

by

So what now… With the US elections out of the way, investors’ attention have again turned to the fiscal cliff – the over $600 billion in tax and spending provisions set to change… Continue reading

New Issue Review : Lippo Malls Indonesia REITS 5Y SGD

by

Short one. Small issue. SGD 75 mio and not more than SGD 100 mio. Unrated and 27% owned by PT Lippo Karawaci, the largest property company in Indonesia. Asian reits giving me the… Continue reading