18th National Congress of the Communist Party of China

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Finally, a date has been set for this event to take place on 8 November 2012. The CCP party congress takes place every five years wherein every second one would involve leadership reshuffle… Continue reading

Ad Hoc Commentary – Heirs of Mao and the Japanese Jinx

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In the past few weeks, we likely saw a bear market rally. Most of the bears finally gave up when they heard QE3. Nevermind that the latest round of QE is underwhelming in… Continue reading

Bonds In Conversation : Obsessing With Size

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This will be the start of a series of weeklies on the SGD bond scene. Do keep the feedback coming. I decided to drag out all the benchmark issues of this year and see… Continue reading

Trading Against a Black Box – USDSGD

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We are living in an age of transparency. Twitter, Facebook, Linked In and the likes expose our lives to the daily scrutiny of the world. Central banks, too, are coming out to manage… Continue reading

An Important Speech for Singapore

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Before I start, I want to proudly proclaim my love for the efficiency I witnessed yesterday at the Immigration and Check Points Authority (ICA), when I went to collect my son’s passport. Time… Continue reading

Forget The War, Let’s Trade Inflation in Singapore

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Source : http://www.comparestoreprices.co.uk/gift-ideas/money-toilet-roll–dollar-bill-toilet-paper.asp “The age of credit expansion which led to double-digit portfolio returns is over. The age of inflation is upon us, which typically provides a headwind, not a tailwind, to securities… Continue reading

Where’s The Party ? QE goes to Singapore

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  Keong Saik Street Singapore Excuse me for being stupid but I think there is a free flow QE3 party coming to Singapore. We have this fancy article in Business Times today QE May Add… Continue reading

Opinion : Faking The Orgasm With Bernanke

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I was wrong about QE3. I am truly unworthy. It looks like I am not of the lofty levels of intellect and brain firepower to decipher the logic behind the enormity of the… Continue reading

Something Smelly This Way Come – SOR and SGD

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Source : Wikipedia The significance of yesterday may have escaped the general populace of Singapore and perhaps market professionals too. Indeed, it may even shock some of the scholarly economists. It is rather… Continue reading

Hungry Ghosts Eat Greedy Souls

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SOURCE : tvtropes.org I stare, quite aghast, at at blinking screen of the EUR/USD intraday graph which is defying gravity as Spanish spreads are widening, European stocks are dropping and USD/JPY is crashing.… Continue reading