Singapore Corporate Bonds 2018 : Not Time to be Bullish on Singapore Corporate Bonds

by

Photo courtesy of Mr KC Kan, Japan, 2018   Peak Year 2017 – A Recap We will remember 2017 as the peak default year for the Singapore corporate bond market with just under… Continue reading →

2018, Eat, Sleep, Sh*t and Shop … But Don’t Forget to Breathe and Think

by

photo courtesy of Mr Percy T., Poland 2017.   2017 has been a year of epic proportions and no storm, wind, hail, flood, fire or Godly wrath of any sort has been large… Continue reading →

2017 Into 2018, For All The Mad, Stupid, Evil and Greedy People in the World

by

photo courtesy of Mr Percy T., Auschwtiz 2017.     * 2017 was a rare recording-breaking year where sell-signals did not work, that has left us at a loss for words, a volatile… Continue reading →

Singapore Rates and Currency Outlook 2018 : The Existential Crisis

by

photo courtesy of Mr Percy T., Poland * 2017 has been a good and bountiful year prospering many a Singaporean *  Singapore is a rare case in Asia where the currency has appreciated… Continue reading →

Investment Takes : Are You A Loser If You Are Not Up 30% in 2017 ?

by

* Talking to folks about 2017, one proclaims that if you are not up at least 30% in 2017, you are a loser. *  Friends in HongKong gripe about 30% returns on their… Continue reading →

The Age of Giants in the Sharing Economy – To Eat, To Shop, To Invest or To Read Chinese Literature

by

* We are still living in the dream in the record stock market rally even though we hit some snags last week observing the first signs of volatility in a while * JPM… Continue reading →

Op Ed : Crazy New Normal of Economic Prosperity in Disruption and Dystopia

by

photo courtesy of Mr KC Kan, in 黄山, China     *A year ago, we said that Donald Trump is not the cause but a manifestation of changes that have been building up… Continue reading →

Happy Horrors for Halloween – Singapore Corporate Bonds Have Outperformed

by

photo courtesy of Ms Su Tan, in Japan     *October comes to a roaring ending with a new high in stocks and a new en bloc as each week passes. *  With… Continue reading →

Imaginations Running Wild Part 2 – SIBOR, SOR or a new benchmark ?

by

* Singapore’s en bloc fever rages even as China’s President Xi says Housing Should be for Living in, Not for Speculation. Perhaps Singapore could represent currency stability or gains ? * The US… Continue reading →

Imaginations Running Wild Part 1- Animal Spirits and Central Banks

by

* We head into the 30th anniversary week of 1987’s Black Monday with animal spirits in charge, stretching our imaginations * 1 out of every 4 days for the year so far resulted… Continue reading →