USD New Issue Review : Country Garden Holdings 5Y NC3 7.875%

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It’s our lucky day … got this piece courtesy of friend who I hope will be able to write for us soon ! ************************ Country Garden Holdings Co. Ltd. (Country Garden) is marketing… Continue reading

Market Thoughts on CNY : Little Bo Peep, Don't Lose Your Sheep

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Baa Baa Black Sheep Have You Any Clue ? Not really except that the bond market is a little stuck these days with  investors mostly shut out of the good stuff which are… Continue reading

Zico Update : Taking Profit On Apple

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After a long time in the stock, I actually placed the order to sell some of my Apple Holdings yesterday. And my old classmates from school whom I told over CNY dinner that… Continue reading

Singapore Budget Trade Ideas : Any Surplus Is Immoral

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Looks like I pre-empted the Budget – T-shirt I bought from Uniqlo for Chinese New Year (which is now selling at a discounted 9.90! ) that is lifted off Jenny Holzer’s text installations… Continue reading

Equity Focus : The Goat And The Real Estate Market

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** Enter the lunar new year of the Sheep or Goat or I read,… Continue reading

Fx Thoughts : Exit The Stallion With Thundersnow

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The Year of the Horse ended under a cloud of uncertainty culminating in the FOMC’s reticent minutes 2 nights ago that signals a long wait for any rate hikes in the months ahead.… Continue reading

Bond Focus : One Man's CoCo Is Another Man's Junk

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This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. Have fun reading ! ******************************** As we come to the end of the Chinese year of the Horse,… Continue reading

Singapore Market Buzz And Update

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Another little research firm has published a scathing report on Nobel, comparing it to Enron. https://icebergresearch.files.wordpress.com/2015/02/report-1-associates-and-agri-15022015.pdf The stock price is down almost 8% on the day. *************** In conjunction with another article on… Continue reading

China Focus : A Quiet End To The Year

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Not sure what’s brewing in China and I do not think many people do even if they claim so. But those renegade corrupt officials living in the US better beware as President Xi… Continue reading

Australia Focus : Saved By Ukraine

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A picture speaks a thousand words after Tony Abbott survived a no confidence vote. As a result, we are likely to see the AUD higher next week as part of the global risk-on… Continue reading