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