Oil, oil and it is oil again. The whole world is closely observing the oil prices, are you? Is the lower oil price doing any good or bad to your investment portfolio? How should you position your investments in 2015? The impact of falling oil prices to global economy and your investment is a complex subject, […]
The real "time bomb" from sharp falling oil prices
Global oil prices had crashed by more than 50% in the past few months. The sharp falling oil prices are leading to significant revenue shortfalls in many energy exporting countries. At the same time, consumers in many importing countries are going to pay much less for their daily usage of energies or drive their cars. While in Singapore, we […]
Why Russia's problem is your problem
Can you foresee that your mortgage interest rate rises 6.5% in a day? That may be unimaginable to many Singaporeans. However, the Russian Central Bank has just shown case and raised its benchmark interest rate from 10.5% 17% to try and stop the collapse of the Ruble (Russia’s currency). While Singaporeans are busy cashing in Malaysia Ringgit […]
Commodities the falling angels
Last year April, I wrote an article “The Great Rotation of Gold“. I am a firm believer that the long term Commodity bull has run its course and money has to flow to other assets. True enough, Gold price has been falling for the past two years as shown in the chart below. However, that doesn’t […]
The Great Rotation of Gold
The much talked-about great rotation from bond to equity hasn’t shown evidence, Gold came and stole the show. “Seemingly surprise” to everybody, the biggest drop in gold prices since 1983 happened this week. The price of gold bullion posted its biggest one-day decline on record, falling more than $125 an ounce on Monday. The price […]
The Rise of Agriculture Commodity Market
While many are still arguing whether a bull or bear stock market is ahead, whether euro bond is the only solution of Europe crisis. The much overlooked agriculture commodity market is quietly shooting up to a new level. Let’s take a look at the S&P GSCI® Agriculture Index which provides investors with a reliable benchmark […]