Cars Speak For Themselves – Singapore Outlook

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Jan. 15 (Straits Times) — CAR buyers can look forward to lower prices in the coming months, on the back of a substantial increase in the certificate of entitlement (COE) quota. According to… Continue reading

Stanchart Bonds Update

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Stanchart share price down 6% year to date. Last low was 15 Dec 2014 at £ 8.93. Current price £ 904.50. Latest news out that analysts are of the opinion that the bank would need… Continue reading

Zico's 2015 Equities Outlook

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It’s that time of the year when it is always fashionable to review and look forward at the start of a calendar year. It is as if there is a “reset” button.While it… Continue reading

FX Thoughts : The USD Suicide Mission

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Has anyone realised that the surest trade off anyone’s head this year is the USD strength trade ? If you doubt me, just ask around your friends. It is easy. Folks are divided… Continue reading

Ad Hoc Commentary – the Paris 'Lovejoy' march

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“…At least 3.7 million people, including world leaders, marched in anti-terrorism rallies in Paris and elsewhere in France on Sunday, French officials said, calling the massive gathering in the nation’s capital the largest… Continue reading

Equity Thoughts : Banking On Singapore Banks

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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 ! **************************** Last week in Singapore has been about 2 things as far as the… Continue reading

China In Focus : Upbeat For the Wrong Reasons

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The relentless 16% rally we have witnessed since end Nov 2014 in the SHCOMP has been for 1 reason – expectations of stimulus. That strikes me as a rally for all the wrong… Continue reading

Australia In Focus : Let's Play Cricket

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The only thing of interest onshore is perhaps the Australia vs India cricket test series. They will be playing their 4th test today. Well, Australia is expected to win with their comfortable lead… Continue reading

2015 Outlook : A Bittersweet Symphony

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The following message has been going around. Upon investigation, I found that it is untrue. It is not 1997 with the same dates mentioned above, it is 1998 – the year of the… Continue reading

Bonds In Conversation : Guerrilla Warfare

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Heavy week in the bond markets with fates hanging on the US NFP tonight after a mostly undecipherable FOMC minutes on Thursday morning. Some major bonds have missed payments in the first week… Continue reading