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debt
US Economy
Shallow recession calls are 'totally delusional', Roubini warns
Among the reasons Roubini cited was historically high debt ratios in the wake of the pandemic
July 25, 2022
Tong's Portfolio
US consumers will drive demand with low household debts
Fact: Globally, economic growth is already slowing under the various strains.
May 05, 2022
Tong's Portfolio
Revisiting perpetual securities
Clearly, companies in many countries have issued perps, but none more so than in Asia and, in particular, China.
April 21, 2022
REITs
Perpetual securities lower gearing but please use sparingly
Perpetual securities are helpful for REITs by keeping their gearing levels manageable, but they should be used sparingly
April 06, 2022
Bonds and treasuries
Is winter beckoning for bonds?
Market talk of higher inflation (and stagflation) has increasingly heated up recently
November 03, 2021
Capital markets
The risks and opportunities of private debt
An expansion of the investor base of private debt could lead to heightened risks if it leads to higher volatility.
November 03, 2021
REITs
Features that make perpetual securities of REITs more equity-like than debt
Certain features make perpetual securities - which are back in fashion - more equity-like than debt-lik
June 11, 2021
Financially Savvy
Assessing risk is about balancing debt and cash flow
SINGAPORE (Dec 9): Assessing risk is an everyday occurrence. When approaching a traffic light while driving, should we accelerate as it turns amber or wait for the next green light? Drivers assess risk every day. As investors or traders, should we buy DBS
December 06, 2019
Inequality
Cutting number of debt accounts slashes stress, improves decision-making
SINGAPORE (July 1): For Madam Rose (not her real name), 2015 was not a good year. She was in the midst of a divorce and worried about obtaining custody of her three children. She had no income and was saddled with debt incurred by her former husband. He n
June 28, 2019
Broker's Calls
OCBC says Soilbuild REIT has undemanding valuations, but still lacks catalysts
SINGAPORE (May 31): OCBC Investment Research is maintaining “hold” on Soilbuild Business Space REIT (SB REIT) with an unchanged fair value of 62 cents as the REIT continues to await rent payment due from its master lease tenant, NK Ingredients.
May 31, 2019