Tag Archive: OLAM 6% 10/2022

Going Nuts, Cashew Nuts – Olam Bonds

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Temasek is going the way of cashew nuts, coffee and broken rice. March 14 (Bloomberg) — A Temasek Holdings Pte unit offered to buy Olam International Ltd. in a bid that values the… Continue reading

Bonds In Conversation : Out Of Touch

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It is hard to begin even thinking about all the events of the week a heavy miasma of incredulous thoughts clouding my mind as to the seemingly unrelated developments that has served to… Continue reading

Bonds In Conversation : Paying The Price For Another’s Mistakes

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A lesson to be learnt in the massive traffic jam on the Singapore side of the Johor causeway – what a wonderful position to be in for others to pay the price for… Continue reading

Bonds In Conversation : Sorry America And Thank You.

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What does one expect to gain by saying this ? “I can only say: I’m sorry, America. As a former Federal Reserve official, I was responsible for executing the centerpiece program of the… Continue reading

High Yield Corporate Bonds : Few And Far Between

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Singaporeans are a suspicious lot. Give them a high yield, under subscribed issue and they will run. If you give them a low yield, over subscribed issue, its ok even if the bond… Continue reading

Bonds In Conversation : Rejoice, Revel & Reap The ShutDown

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Caveat emptor : Non Americans only The shut down has been good for the rest of the world. Equities and credit markets are holding more than steady. Bonds are outperforming, even high yields… Continue reading

Bonds In Conversation : Fed With A Heart For How Long ?

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“America’s companies, from Apple Inc. (AAPL) to Verizon Communications Inc., are saving about $700 billion in interest payments with the Federal Reserve’s unprecedented stimulus.” http://www.bloomberg.com/news/2013-09-17/bernanke-saves-companies-700-billion-as-apple-to-verizon-borrow.html We have not counted what the rest of… Continue reading

Bonds In Conversation : Survival of The Fittest

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Largest Bond Deal Ever In History Verizon (Baa1/BBB+/A-) Sells $49b in 8-Part Offering, Largest Bond Deal Ever Verizon’s deal tops Apple’s 6-part, $17b offering. $4.25b 3Y fixed sold at+165bps $2.25 3Y FRN sold… Continue reading

Bonds In Conversation : When It Rains, It Floods

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I have floods on my mind though I have not mustered the courage to step foot outside yet for the entire day. The 10Y US treasury note suffered a nasty tumble yesterday, led… Continue reading

Bonds In Conversation : War Games

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  An interesting observation from the recent wars is that they start in March. http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2013/08-2/20130828_war.jpg So the west is going to war with Syria/Russia. https://tradehaven.net/market/ad-hoc-commentary-the-many-short-term-benefits-of-restarting-the-cold-war-through-syria/ India is grappling with a currency war this… Continue reading