Tag Archive: featured

Take Stock Not Take Cover : Singapore Bonds, Investors Unite (Updated)

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It is not crazy but it is true. Out of the over 200 global defaults this year, Singapore has a pretty big share of debt restructurings this year for the “safe haven” status… Continue reading

Market Thoughts : The US Fed and The Welcome Change of Tact

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Photo courtesy of Mr K.C., Boston.   Playing to forget Drowzee (rare Pokemon) markets with volatility grinding to a halt until Fed chair Yellen spoke on Friday to give world markets direction from… Continue reading

Bargain Hunting Through Schizophrenic Highs and Lows in SGD Bonds

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Photo courtesy of Mr K.C., Mount Rainier, Seattle.   A new friend with a SGD 6 mio bond portfolio and we would imagine he would be sufficiently diversified with that with 20 names,… Continue reading

SG 51 & Pokemon On My Mind

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  How dreary but there is nothing but Pokemon on my mind this weekend ahead of National Day. A short walk to the stores turned into a 5 km roundabout trek, exploring the… Continue reading

Time For Another Asian Crisis

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Emerging market funds have seen record breaking weekly inflows for the month of July led by hard currency funds and their ETFs. “Emerging… Continue reading

Imagine An Asset Light Model Into The US Presidentials

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   Modern leap years all have the following in common – The US Presidential elections, the summer and winter Olympic Games and the European… Continue reading

Prisoner’s Dilemma Assessment of The Market

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photo courtesy of Ms Jeannie Tan, wildlife photographer, SF.   The ordinary person would not be denying that we are living in strange times these days with an apparently random act of terrorism… Continue reading

1H16 Market Thoughts : Did Somebody Die ?

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With worries mounting daily, the latest being BREXIT fears, markets are mighty lucky mass hysteria has not broken out for the lack of a potential  hard landing for the global economy. Putting a… Continue reading

SGD Monthly Snapshot : Did Somebody Die In June ?

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Economic Data In May 2 June May PMI 49.8 vs 49.7 expected May Electronics Sector Index 49.1 vs 49.5 previous 3 June Nikkei Singapore PMI 50.1 vs 49.4 previous 7 June May Foreign… Continue reading

The End Of An Empire And The Risky Banks

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It does look like the topic of Brexit is here to stay and England is the black swan that will join the ranks of the former great empires out of Spain, Rome, Greece,… Continue reading