FX Thoughts : The Inconsequential Elections And The Payrolls
The rule of thumb before has been to sell on election news and buy on election results, especially when a new party wins which buys the economy new hope, just like it did… Continue reading
Primary Credit Watch
China Energy Reserve to Sell $Bench 3Y Bonds, IPT 5.375% Area Issuer: China Energy Reserve and Chemicals Group Overseas Capital Co. Guarantor: China Energy Reserve and Chemicals Group Co. Unrated, Reg S Change… Continue reading
The Crowd And The Bond Alternative
This post was written for www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Every few months, the banker would give me a call regarding my little company… Continue reading
A QUICK UPDATE ON S-REITS : SABANA SUKUK
Someone pointed out to me this morning that Sabana Sukuk has taken a beating lately and I decided to pull out the old Reit spreadsheet to take a look at their performances on… Continue reading
Brekkie Bond Wrap
We had a quiet end to the week as many major markets were closed for the May Day holiday. The tone on Thursday was dictated for the most part by Treasury price action with… Continue reading
Singapore Equity: UOB Kay Hian
Quick update to the portfolio, no major changes, some weakness seen in Compact Metal in line with overall market weakness on small caps: Do note the ex-dividend dates for Overseas Education (05 May… Continue reading
CHINA IN FOCUS : A RECIPE FOR MAYHEM
I think the Chinese are not talking much to each other this week. Main headlines. Reuters : China plans to cut number of big state firms (SOE’s) to 40 : state media. http://reut.rs/1zctks2… Continue reading
AUSTRALIA IN FOCUS : A TRIBUTE TO MOUNT EVEREST
A cheeky interpretation of the AUDUSD chart for the week as a solemn tribute to the devastation in Nepal. And my eagle eyes tell me that the candlestick on 28 April is the… Continue reading
We Love Conspiracies – China Peg Going, Going, Gone
What is life without the conspiracy theories ? Well, here is one for the road and MAY DAY ! We know that China is aiming for IMF SDR status. “….. the Chinese yuan… Continue reading