Bond Revolution In Singapore : Remembering 2008
Reading something I wrote 6 years ago feels like I am reading something for the first time. By a stroke of luck, I found an old blog of mine with an entry back… Continue reading
SINGAPORE EQUITY DIGEST – BUYBACK CANDIDATES
This post was written for http://www.hnworth.com, a site targeting high net worth individuals in Singapore. In it I have compiled a useful list of companies that are potential buyback candidates. Have fun reading… Continue reading
Equity Monday : FOMC, the 5 Diamond Edition
After 3 diamonds, the Hindenburg ship refuses to let up, adding 2 more diamonds to make it this a 5 star edition. https://tradehaven.net/market/equity-wednesday-the-hindenburg-buy-omen/ Aug – Dec 2014 The last time we had this… Continue reading
Singapore Equity and Bond Market Buzz and Round Up
Bond markets paralysed for the week ending on a jittery note as Swiber and Vallianz announced a suspension of their stocks and bonds on Friday. Of all the issues, Swiber and Vallianz would… Continue reading
China Update
CSI 300 Index and its amazing run from mid Nov. Big news this week. Dec. 9 (Bloomberg) — China stepped up efforts to curb the expansion of opaque local-government debt, sparking a tumble… Continue reading
AUD UPDATE
Highest probability of a rate cut in the next 12 months according to the Credit Suisse RBA chance of priced moves in next 12 months for a 0.31% cut. Thus we saw AUDUSD… Continue reading
Bonds In Conversation : Bond Market Winter
AAA bonds giving 25% returns ? Yes. You got it. US 30 year treasuries would be a tough act to beat this year. http://www.bloomberg.com/news/2014-12-11/u-s-30-year-bonds-head-for-best-year-since-2011-before-auction.html Chart of my favourite TLT US ETF that is… Continue reading
A Chinese Astrological Perspective : Shinzo Abe Will Win The Bitter Pill
We have a snap election in Japan this weekend where incumbent Prime Minister Abe hopes to cement his political mandate and gain approval to rule another 4 years after just 2 years in… Continue reading
Equity Wednesday : The Hindenburg Buy Omen
Tired of all the Hindenburg Omens we have had over the years and decided it is perhaps time to put a positive slant to it. Behold, the Hindenburg BUY Omen. Yes. The recent… Continue reading
FX Thoughts : Wow !
I am not cowering under my duvet because I had to cut my USDJPY last week at 120 and I not running away from my FX remissness. But is does serve a reminder… Continue reading