BONDS IN CONVERSATION : A PAUSE AND THE NEXT STOP
After last week’s mayhem, investors are breathing a sigh of relief that we are ending this week on a nice pause to the selling with sovereign yields all off their highs and signs… Continue reading
Food For Thought : What Are SGS Yields Telling Us To Do ?
Yesterday’s headlines that 10 year SGS yields hit their highest levels since 2013 may not matter to most of us but it does ! Because we are close to the 5 year highs… Continue reading
SGD NEW ISSUE REVIEW : BPCE 10.5NC5.5 SGD TIER2
NEW BPCE 10.5NC5.5 SGD TIER 2 – New 10.5NC5.5 SGD T2 announced at the back strong reverse/IOI – Expected issue ratings: Baa3/BBB/A- (M/S/F) – Price guidance @ 4.50% area – Size: TBD –… Continue reading
Primary Credit Wrap
Adani Ports Roadshow For 144a/Reg S USD Bonds Starts Tomorrow Investor meetings in Asia, Europe, Middle-East, U.S. start tomorrow. Issuer: Adani Ports and Special Economic Zone Ltd. Expected ratings: Baa3/BBB-/BBB- Ecpected issue rating:… Continue reading
SINGAPORE RATES WEEKLY : FIERCE MARKETS
US Libor 1M 0.183 3M 0.2812 6M 0.4239 Singapore Economic Data 2 Jun May PMI 50.2 vs expected 49.3 2 Jun May Electronics Sector Index 49.8 vs expected 49.5 8 Jun May Foreign… Continue reading
Brekkie Bond Wrap
The Asian credit market started the week on a weak note as the broader markets struggled. There was some light net selling across the credit space, though it was concentrated in specific sectors.… Continue reading
THE SHARPE INVESTOR STRATEGY
This post was written for www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Looking back on the past fortnight, I realise that I have been writing… Continue reading
Robert De Niro, PM Lee and The Roti Prata Career Option
It has been nagging at me for a while now, wanting to find the time to sort out my thoughts on the future of employment and the trends for the new world order… Continue reading
China Focus : Never Underestimate A Market That Overestimates Itself
Our heart goes out to the 396 victims of the Yangtze ferry disaster as we pray for the missing persons on Mount Kinabalu. The latest victim of the debt default market is duck… Continue reading
The Real Property Guru Pop Quiz on the Singapore Real Estate Market
Let’s do a test on how much you know and if you are an expert on real estate matters. Qualify to be true property sage by answering all questions right. Warning: No answers… Continue reading