What I See For 10Y SGD Yields

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While I was away, we had a 10Y SGS auction on 29 Jul which is the last long end paper we are seeing for the year. The auction saw the lowest demand since… Continue reading

FX Views : The Greenback Comeback

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Like I said early last month, no one knew why the “USD is taking a beating and the big mystery of the year is that no one knows for certainty who is doing… Continue reading

Goodwill Hunting In Stocks and Bonds

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Was it the supermoon that I did not manage to catch last night ? And Robin Williams has departed from our world. I read a comment on Twitter about a Catch 22 situation… Continue reading

Cold Turkey In The Arctic – Market Thoughts

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I am back after nearly 2 weeks cold turkey, without the internet and 3G. It has definitely made me smarter as I spent my time talking to various scientists on their areas of… Continue reading

Strangers Gave Me 3 Good Reasons To Like Singapore

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It was not my encounter, but my dad’s. He was at an OPD, Outpatient Dispensary, which I still cannot differentiate with vis a vis a polyclinic, and during the wait was chatting with… Continue reading

Guest Post : Negotiated Large Trades

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This is a good article written by a friend last year about Negotiated Large Trades (NLT) that is a facility provided by all exchanges to prevent excessive market volatility, that happens to be… Continue reading

Why Credit Traders Like Fixed Rate Mortgages ?

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Tiong Bahru oozes that boho charm that Holland Village has long lost. And there I was, drinking a nice cold pint with my Big Kahuna friend, lost in an aimless discussion on mortgage… Continue reading

Equity Wednesday : If You Can’t Improve Earnings, Then Improve the Earnings Per Share

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Share buybacks – boon and boon and boon. Earnings surprises are at a 3 year high at 70.4%  but nowhere near the 2009 levels where 80% of companies beat earnings estimates. And here… Continue reading

Dividends Matter Too – Top Banking Dividend Stocks

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The market obsession is with capital gains for stocks, hoping to bag the next buyback hero of a company or a plump takeover target. Returns have been long forgotten and when we think… Continue reading

Forex Lesson 2 : Manage your risks first

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A very good piece written by an old friend who is one of the best FX traders I know. ****************** Forget about the rewards and doubling your money in one year. Knowing how… Continue reading