SGD New Issue Review : Hyflux Perp NC2 High 4%

by

HYFLUX SGD PERP NC2 – Price Guidance: High 4% area – Perpetual NC2 with rate reset in year 2 and 200bps step-up in year 2 – Significant early indication of interest prior to… Continue reading

Safe Haven War : CNH, CHF and EUR

by

It could get ugly next week. Markets ended Friday on a high, post Thursday plane crash, and oblivious to further geopolitical drama to unfold. Well, it may not be smooth sailing after the… Continue reading

International Bonds Weekly : Kangaroos and Panda Bears

by

China is probably the only place making sense as yields rose on the week after a GDP number that was above  expectations at 7.5%, beating the previous quarter’s growth rate of 7.4% yoy,… Continue reading

Equity Wrap : The Ali Baba Jinx, Choose Carefully

by

As our heart goes out to the victims of an unbelievable plane tragedy, the world readies to pay the price. Price to insurance companies – Annual aviation war risks premium total $60-70m globally.… Continue reading

Bonds In Conversation : Lightning Strikes Twice

by

I was going to start with snitching about Brokeback Mountain (ban ! ban ! ban !) to cap this action packed week that has come to a gruesome end when news broke of… Continue reading

Apocalypse Now : 2014 From The Future

by

The wonder of a perfectly engineered market that is devoid of the unexpected that sustains historic record lows in volatility, is that it allows the imagination to flourish a little. My reverie today… Continue reading

SGD New Issue Review : HDB 10Y 3.10%

by

NEW ISSUE – HOUSING DEVELOPMENT BOARD 10Y SGD @ 3.10% ISSUER: Housing and Development Board RATING:  Unrated SERIES: 60 FORMAT: S274 & 275 and Reg S Bearer, Fixed Rate Notes (off Issuer’s S$32bn… Continue reading

Football games and efficient markets

by

I am not a football fan. But I did kick a ball around in the street with the other kids, as a young boy growing up in London. I never imagined I’d become… Continue reading

SGD New Issue Review : Bank of Communications HK 3Y 2.1%

by

New Issue – 3yr SGD Senior – Bank of Communications Hong Kong Branch Issuer :  Bank of Communications Co.LTD. Hong Kong Branch Programme:  US$ 3bn Medium Term Note Programme Issuer Rating:  A/A-/A2 (Fitch/S&P/Moody’s)… Continue reading

Markets Are Turning Today – Bradley Turns With The K-Wave ? Sell Now or Buy Vols ?

by

I am no astrologer and am not exactly a big fan although I do glance at those horoscopes, occasionally, for  a laugh at the things that never happen. When you combine astrology with… Continue reading