Australia Focus : Candle In the Wind
It’s been a bad start to the month with the Australian dollar just managing to beat the Brazilian Real, Japanese Yen and Korean Won. As usual, it looks like Australian markets are suffering… Continue reading
Bonds In Conversation : To Separate The Sheep From The Goats
I am taking the PM’s advice seriously – be paranoid. “Prime Minister Lee Hsien Loong says Singaporeans need to be “paranoid” and “aware” that someone could take their lunch away.” http://www.channelnewsasia.com/news/singapore/pm-lee-talks-popular/1439990.html No extra… Continue reading
The Oil Story Continued : Where Is The Pain ?
The beautiful and wonder of owning a natural resource is that it will always be yours, unless it is perishable. And the beauty of owning a non renewable form of natural resource is… Continue reading
The Oil Story : To 2020 and Beyond
Lucky me. Instead of reading through volumes of oil reports, I got an invitation to a presentation by the experts from Norway, who talked me through the entire story complete with numbers and… Continue reading
FX Thoughts : A New Era of Megalomaniac Central Bankers
Uses of QE : cures unemployment cures deflation cures recession CANNOT CURE EBOLA Bernanke proved he had more celebrity power than all the world leaders combined and Yellen was widely heralded to… Continue reading
Ad Hoc Commentary – Republican captures senate, Yellen’s honeymoon inflection point
Nearly a year ago, yours truly wrote: “…the impact of USD loan payback will dominate over the next two years. This will give Janet Yellen the honeymoon in the first two years of… Continue reading
Safest Banks and Strongest Banks, What Happened To Stanchart Can Happen Anywhere
Coming across the 2014 Safest Banks award published by Global Finance and Bloomberg’s 2014 Strongest Banks rankings, I came to realise how lame they were. If you go back through the years, you… Continue reading
Equity Monday : Sell On Sunspots And On Full Moons
This may sound crazy …. but I can assure you it is not a case of boredom on my part or a display of wild eccentricity for I did a juxtaposition of the… Continue reading
FX Thoughts : It’s Not Over Till The Fed Lady Hikes
There has been 2 game changers and another one slated for this Thursday where the ECB is expected to do something drastic or face the displeasure and wrath of the markets. Yet the… Continue reading
China Focus : Imploding From Within
This comes a bit late… China is taking a back seat these days even as CNH continues to lag the CNY as the world disapproves of 7.2% growth, the new estimate from another… Continue reading