Flagging market concerns
IN the Japanese port of Sabso, the grey navy ships practised their docking procedures. On the bow flew the Japanese flag, a red circle on a white background. On the stern flew the old Japanese Imperial flag with the 16 rays of the rising sun.
The TBx investment infection
FORGET the FAANGS and BAT as investment themes. We need to concentrate on TBx and the potential for nuclear and themo-nuclear outcomes.
A grey rhino in the market square
IN JANUARY, China President Xi Jinping warned of grey rhinos, adding yet another animal to the lexicon of economic critters like black swans, bulls and bears. Unlike a black swan event, the grey rhino event is where the potential event is known, but the timing and development path are unknown....
Cheap money lights fire under Aussie market index
THE US-initiated trade wars have ushered in a period of competitive devaluations as global markets reflect shrinking growth. The choice between New York and Sydney, or Beijing, has become easier in terms of exchange rates.
Taking stock as tariff threats bite
IN Beijing this week there is a quiet but rising tide of resentment around what is seen as blatant attacks not just on China's economy, but on the right of the Chinese people to aspire to better living standards.
Watch oil price movement for clues on US$ direction
ONE of the emerging concerns arising from US President Donald Trump's trade and foreign policy is an increasing awareness of the impact of a dollarised trade economy. This means that Mr Trump can "force" third-party countries into compliance with US trade objectives by threatening to deny them...
When pairs diverge, a silver lining emerges
FOR first-time European tourists, Singapore is seen as a Chinese city. As tourists travel more widely, they change their opinion and see Hong Kong as a Chinese city.
What's behind Shanghai's rise, and will Korea rebound?
THE 22 per cent rise in the Shanghai Index over the past four weeks cannot be ignored. Nor can it be dismissed as an aberration. The sharp and sustained rise is consistent with the historical behaviour of the Shanghai Index. Many of those who missed the breakout like to make disparaging remarks...
Hi ho silver
WHO leads? Who follows? These relationships provide useful investing and trading approaches. We cannot always catch the move in the leader, but we can catch the move when it's replicated by a follower. One of the classic partnerships is silver and gold....
There's a downtrend going on Down Under
AUSTRALIA is rarely free from disaster, be it extreme temperatures, bushfires, or yet another prime minister. But, for many Singaporean investors, it has been an attractive property and market destination. However, 2018 saw Australian man-made disasters extending to the property and stock...
90 day anticlimax
THE ARGENTINE APEC meeting gave markets a Christmas present - a 90 day reprieve from the imposition of additional US tariffs on Chinese goods. Investors need to breathe deeply and quickly because like so many of US President Donald Trump's tweets, these promises are not worth the paper that...
Cash or carry?
SOME relationships are made in investing heaven. Opposites are attractive and this has made the gold and US dollar trade a reliable investment strategy. Put simply, gold goes up when the US dollar goes down and gold falls when the US dollar rises. It's not an exact correlation with matched...