The biggest worry in the financial market now is not the US tapering or China tech crackdown, but the possibility of default of China Evergrande Group (中国恒大集团). The report of China Evergrande’s situation is on the news every day, but many Singapore investors are not even familiar with the name. This article gives you a […]
Why Did The Stock Markets Rally Despite The Looming Recession
The global stock market has just had an amazing rally in April despite a looming recession ahead. Do you feel puzzled and frustrated by this? Did you sell your stocks in March or were you waiting on the sidelines? The further we get into this global lockdown due to the COVID-19 pandemic, the clearer the […]
Coronavirus and US Debt Crisis: Black Swan Meets Grey Rhino – Ivan’s Reflection 2020 Feb
Every month, I publish an investment note called Ivan’s Reflection. The purpose is to document my thoughts about how to invest now so I can review if they are right and wrong in the future. This creates transparency for my clients and people who are interested in my investment management services. It also forces me […]
Three Investment Principles you Need in Order to Invest Amidst the US-China Trade War
To most people, the US-China Trade War is a disaster. If you believe in the mainstream media, the trade war is a lose-lose situation. Stock market crashes, economic downturns and next financial crises are going to erode your wealth. But for a smart investor, it is a golden opportunity. Volatility shakes off weak hands and […]
Falling Oil Price: Will There Be A Credit Crunch?
Who are the smartest and most heartless companies in the world? You bet, the banks. If you recall my article at the beginning of the year, I have explained the real ‘time bomb’ from sharp falling oil price is not just the looming future of the energy companies but the impact to the financial system, the […]
Sharp Falling Oil Price – The Real Time Bomb
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 […]