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liquidity
Tong's Portfolio
Excessive unproductive liquidity causes irrational speculation in stock markets
The reality is that, while earnings and cash flow determine stock prices in the long run, short-term prices are driven by demand and supply.
July 17, 2020
Commodities
Noteholders snub Geo Energy's bid as coal miner tries to prove higher reserves
Ratings agencies did not look too kindly at Geo Energy’s consent solicitation and warn noteholders that by rejecting this offer, they run the risk of facing “more onerous terms” in a few months’ time.
June 19, 2020
Global review
Encouraging signs are on the horizon
Along with the westward move of this unfolding health care crisis, markets have declined and become increasingly volatile. In addition, steeply falling oil prices have worsened the situation.
April 09, 2020
Global review
Opportunities in crisis: Finding 'diamonds' of China companies in the volatile rough
Yu Xiaobo, investment director and head of China business for Value Partners, explains why Chinese stocks offer a compelling opportunity at this time
March 27, 2020
Tong's Portfolio
Liquidity to companies, not capital markets, needed
The sell-off has been fast and furious. There is indiscriminate selling across the board, regardless of quality, likely perpetuated by algorithm trading and exchange-traded funds.
March 20, 2020
Financially Savvy
Safety first against Covid-19 backdrop
SINGAPORE (Feb 28): Covid-19 continues to take its toll globally and have adversely impacted the financial markets.
February 28, 2020
Global Economy
Mnuchin called top US bank executives on market stability
WASHINGTON (Dec 24): Treasury Secretary Steven Mnuchin called top executives from the six largest US banks over the weekend, he said Sunday on Twitter, a move that followed heavy losses in the stock market last week and a partial federal government shutdo
December 24, 2018
Property
Singapore’s small builders seen facing debt troubles amid curbs
SINGAPORE (Sept 11): Singapore’s small construction firms are likely to face more difficulties repaying debt as a clampdown on property speculation worsens their already tight liquidity.
September 11, 2018
Singapore economy
Trade protectionism, tighter liquidity conditions cast darker cloud over Singapore's economic outlook: DBS
SINGAPORE (July 17): DBS Bank’s outlook for Singapore’s economy in 3Q and beyond is turning “increasingly cloudy” on expectations of a slowdown in GDP growth, as well as declining trade prospects in the longer-term due to the effects of trade pro
July 17, 2018