Tag Archive: Temasek

Sick Thoughts – Temasek Times The Market Top ?

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Here I am making myself more ill than I already am, on a Sunday with flu like symptoms, by re-reading my 20 year old copy of The Hot Zone by Richard Preston and… Continue reading →

Bonds In Conversation : No Life Without Stimulus

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Stimulatory talks this week after a glorious month end lending more optimism and cheer to markets across.  Fed – Yellen more dovish than market expectations http://money.cnn.com/2014/03/31/news/economy/janet-yellen-raise/index.html PBoC – mini stimulus unveiled for small… Continue reading →

That April Fool’s Feeling In The Stock Market

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I have been laying off markets for the past few days. Friends in town, paid a visit to the hospital, more friends in town and catching up with other old friends. Today is… Continue reading →

Random Thoughts : Temasek, Olam and Watsons – When It is So Dumb, It Must Be Smart

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There is a lesson to be learnt here and it has nothing to do with March madness. Temasek has been dominating the headlines in the past 2 weeks and getting the attention of… Continue reading →

My USDSGD Monetary Policy Statement Piece – Forward Guidance Please

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CONTINUED FROM Random Thoughts : Temasek, Olam and Watsons – When It is So Dumb, It Must Be Smart Recap.. My initial thought was that Temasek is getting out of SGD because Olam… Continue reading →

HOLI HOGS, COFFEE, CATTLE AND BEANS – Commodity Crunch In Spring

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Temasek’s move on Olam got my interest back into my favourite market segment – soft commodities that I was, err, a bit early on the uptake last year, saw some stars and exited… Continue reading →

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 →

First USD Issue Guaranteed By Singapore Govt : Clifford Capital USD 5Y

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CLIFFORD CAPITAL US$ 5YR GUARANTEED NOTES: GUIDANCE T+57-60 ** Issuer:  Clifford Capital Private Limited Guarantor: The Government of Singapore Guarantor Ratings: Aaa / AAA / AAA (Moody’s / S&P / Fitch) Expected Issue… Continue reading →

Temasek and her bonds (updated)

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Temasek Investor Lunch next Monday at the Mandarin Oriental. July 8 (Bloomberg) — Two people familiar with the matter said. • Co. hires DBS and UBS to arrange the meetings • Meetings to… Continue reading →

Sovereign wealth fund rankings – money is not everything

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The main local headline here today was “Temasek’s assets surge to a record on recovery in stock markets“. It triggered the usual debate on how much is attributed to new money and FX… Continue reading →