Reopening of SGD Bond Market?

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Over the last week, we possibly witnessed the signs of a first default in the SGD bond market post-Lehman. Trikomsel’s proposed debt restructuring will undoubtedly send some shivers down the spines of investors… Continue reading

A Milken Moment : To Whom, The Duty Of Care ?

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ********************************   A good friend of mine runs a pretty popular local… Continue reading

Cliffhanger Bond Series : Trikomsel Bond Restructuring … Updated

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  *******************************************   Early days yet since the shocking announcement that one of private banking’s favourite bonds, Trikomsel SGD, is considering a debt restructure and is considering hiring law firm Ashurst LLP after… Continue reading

Singapore Weekly : Ripley’s Believe It Or Not ?

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Believe it or not, we are nearly haze free. Narrowly missing out on a technical recession, GDP grew 0.1% QoQ in 3Q15 although we shall know the truth next month between 18-25 Nov… Continue reading

Fussing Over The Mortgage Rate

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This post was written a week ago for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading… ******************************** Writing this piece 2 days before the MAS announces their semi… Continue reading

SGD Monetary Policy Statement : Counting Down Days To The What If ??

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Postponing the MPS was a good idea, all the way to the 14th of October just in time for the haze to subside and a less grumpy local market audience as the SG… Continue reading

Fx Thoughts : Uncovered By Haze

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A truly amazing week if we consider that some of these currency moves have not been seen in over a decade and of course, we are talking about the MYR which has the… Continue reading

Ad Hoc Commentary – the boy who cried ‘debt ceiling’ wolf, beware those debt instruments

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“…Boehner was elevated to the speakership thanks to the power of tea party candidates in 2010 and then limited by what he could accomplish because of them. The conservative bloc of lawmakers consistently… Continue reading

Know Of A Good Bond Hedge Fund ?

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What will we do without ex bosses ? Especially the ones whom we are fond of, and I can only count 1 or 2 in my entire career. For in the ruthless grind… Continue reading

Weekend Wondering: Mentors, Corporate Bonds and Returns

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DISCLAIMER: the following does not constitute investment advice, the information is provided on best-effort basis and the author is not liable for accuracy of the information presented There are few simple yet important… Continue reading