If you are still in the dreamland of low interest rate environment, this should be a wake up call. Globally, the monetary policies are tightening and China has
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AIG is back
AIG is back! If you recall, AIG has an 80-year history in Singapore. But during global financial crisis, the company nearly collapsed. To dis-associate with the “bad” name, AIG has
Olam Dismisses Muddy Waters Report Findings
Last week, Muddy Waters launched ruthless attack to Olam International and give Olam a Strong Sell recommendation on Tuesday 27th November. Olam has fought back immediately. On 28 Nov,
No Eurobonds 'As Long As I Live'
In my April post “Have You Forgotten European Credit Default Swap“, I have shown you the chart of CDS in euro zone when many were talking about “the worst
Have You Forgotten European Credit Default Swap?
It seems investors are not affected at all by the recent market correction and Sumatra earthquake. New IPO of palm oil firm Bumitama soared on debut, rising 32%
Take a look at Greek debt problem from a Folli Follie point of view
In Oct last year, I wrote a blog entry “Greece Default Almost Certain“. Now it is 2012 Feb, Greece “still hasn’t defaulted”, instead, the creditors took 50% haircut
The Collapse of MF Global and its impact
Street Fighters When I was reading “Street Fighters – The last 72 hours of Bear Stearns, The toughest firm on Wall Street” by Kate Kelly, the news broke
Legg Mason Investment Conference 2011
Today I attended Legg Mason Investment Conference 2011 at The Fullerton Hotel. The title of the conference is “Beyond the market turmoil“. I feel some of the insights
Why Dexia Bank Collapsed Even After It Passed Stress Test
On 10 Oct 2011, Belgium, France and Luxembourg agreed to nationalise Dexia, Belgium’s biggest bank. Ironically, this happened just 3 months after it passed the stress test. In
Moody's cut the long-term debt ratings of Société Générale SA and Crédit Agricole SA
According to Wall Street Journal, Moody’s Investors Service has cut the long-term debt ratings of Société Générale SA and Crédit Agricole SA on Wednesday and kept BNP Paribas