Enough talk on Ukraine. I claim the right to rant about what my Singaporean friends (who will not leave Hong Kong) say about Hong Kong investors being leaps and bounds ahead in sophistication… Continue reading
Latest CPI numbers in Asia Pacific Australia 2.7% (2.2% last year, 3% 2 years ago) Bangladesh 7.4% (7.1% last year, 10.6% 2 years ago) Cambodia 4.2% (1.2% last year, 5.3% 2 years ago)… Continue reading
This may be one of my last posts. If they shut me down. So be it. But I have to assert my point. Things here are not what they seem. Being a first… Continue reading
This is too interesting not to share with folks so I will try my best. Had a long lunch with my old insurance friend who runs a pretty big portfolio and he had… Continue reading
I have to declare I have not read a single bullish piece out on bonds for a while. There are reassuring pieces yet. Credit reports that serve to pacify, doing their best to… Continue reading
There were tears yesterday when I saw some kids’ faces. Bright and intelligent children who had expectations and were expected to make the grade for this IP or IB system with their PSLE… Continue reading
Twin deficits is a way of life. The word used to be as bad as stagflation 1-2 decades back if you ask me yet it has now become accepted as the norm. It… Continue reading
It is a painful reminder how much banking has changed when you realise you do not have your AUD account number written down anywhere. How is that possible ? I found out the… Continue reading
“Success is a lousy teacher. It makes smart people think they can’t lose.” ~ Bill Gates Outflows continued from EM bond space, EM bond funds are observing outflows for 22 out of past… Continue reading
Ad Hoc Commentary – to counter Russia’s rise, America should re-pivot to Nicaragua, and Singapore should accept a Russian military base
byPutin came out with reconciliatory words just hours after we wrote: “…now that Putin had largely secured Crimea, he will likely only stage his next major move in the fall [months]….” https://tradehaven.net/market/ad-hoc-commentary-buffett-calls-public-pensions-a-financial-tapeworm/ Understandably,… Continue reading →