Brekkie Bond Wrap
DISCLAIMER : https://tradehaven.net/terms-of-use/ It was a softer day in the Asian HY markets with bonds weaker by 1/4 – 1/2 points on some profit-taking after the strong performance in the past few sessions.… Continue reading
Singapore Equity: Broadway Industrial
DISCLAIMER : https://tradehaven.net/terms-of-use/ Quick update on the current portfolio: Portfolio Comments 1. Ho Bee continues to see interest due to speculation over a privatisation exercise which is highly unlikely in my opinion. However,… Continue reading
Zico's Wisdom : There is never a rally I don't like
No sooner than just after the strong rally in the Chinese stocks listed in HK, stock market commentators have start rumbling about why the rally will not last. And that the risk is… Continue reading
Addressing My Friend's Problem : She Dare Not Sell
Guess where we are ? I have to be honest – I have no idea ! I wish I knew too but a friend just called me to ask me why she does… Continue reading
SINGAPORE RATES WEEKLY: SOR-RY FOR PARTY ROCKING
LMFAO- Party Rock Anthem https://www.youtube.com/watch?v=KQ6zr6kCPj8 (A nice lesson at the start of the video that depicts the situation with the central banks out there – monkeys see, monkeys do) I am not LMFAO… Continue reading
Primary Credit Watch
We will be starting a regular new bond issue watch for our readers to keep on top of what’s happening in the primary market. I think there will be interesting opportunities, particularly in… Continue reading
Brekkie Bond Wrap
It was a very strong day in Asian HY led by Kaisa. Credit took the cue from the equity markets where Chinese property stocks listed on HKSE were up more then 10%! The… Continue reading
Bond Focus : Getting Ahead With Carry Trades
This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** I was looking at my grandmother, who is a hundred, thinking about the… Continue reading
Brekkie Bond Wrap
Some major developments in the Kai-saga emerged as founder Kwok Ying Shing has returned to helm the troubled Chinese developer three months after he resigned amid a corruption probe. The Kaisa complex jumped… Continue reading
China In Focus : The Monkey God
When I wrote about challenging China bears to the Monkey Trading Challenge earlier this week, I suppose I was insinuating in a way that Chinese investors are as good as monkeys and it… Continue reading