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yields
Right Timing
Rate hike aftermath is not risk free
As rate hike cycle approaches pause, strategists see easing probability in 2H2023 as recession sets in
May 04, 2023
Right Timing
Straits Times Index's retreat finds support after inflation up-tic causes volatility
STI not out of woods yet as volatility sets in with up-tic in US inflation
February 17, 2023
Right Timing
Straits Times Index moves above key moving averages as yield on 10-year treasuries dips
STI rebounds and moves above key moving averages as yields on 10-year treasuries continue to abate.
August 05, 2022
Right Timing
The Straits Times Index remains under pressure
Although Sora and yields on 10-year SGS are off their highs, the STI is likely to remain under pressure
July 15, 2022
Global Markets
Here are the market's top trades after a hawkish Powell
Federal Reserve Chair Jerome Powell set the stage for raising interest rates to combat the highest inflation since 1982
January 27, 2022
Tong's Portfolio
The value of liquidity
There is a price to liquidity, or rather, illiquidity.
June 11, 2021
Tong's Portfolio
Without real yield, when will investors switch out of bonds?
There is ample liquidity in the world, while interest rates will remain near zero with monetary policies staying extremely loose.
November 06, 2020
REITs
First close of Elite Logistics Fund with portfolio in fast expanding logistics sector in Poland
Elite Partners Capital, the sponsor of Elite Commercial REIT, is likely to launch the IPO of a second REIT by the end of this year or early next year, if everything goes according to plan.
March 13, 2020
Banking & finance
Banks raise dividends to sustainable levels despite heightened risks
While investors expect credit costs to rise, the banks’ top management have moderated expectations. For instance, all three banks guided on credit costs rising by single-digit basis points.
February 28, 2020
