Jon 
Singapore goes to the poll this Friday 10th July. As election fever heats up and the hustling comes to a boil, we take a tongue-in-cheek look at the candidates and try to imagine them as stocks (because we are crazy about stocks). If politicians are listed (delisted or almost-listed) stocks, these are the companies they … Read more
I am a bear in a bubbly bullish market. Here are my thought processes. In Mar, with the virus hot on our heels and the world reeling in shock, the stock market plunged. The STI shed 1,000 points from its recent high to a low of 2,208. Over in the USA, the S&P 500 index … Read more
The HKD has been pegged to the USD since 1983. Recent speculative activity has threatened to upend the peg. We examine the mechanics behind the peg and Hong Kong’s place in the battle of supremacy between the US and China. Hong Kong stock investors will do well to stay calm and keep faith with the … Read more
In my previous article, I have called for investors to take precautions and stay clear of both the Singapore Airlines (SIA) Rights and the Mandatory Convertible Bonds (MCB) issue. There were three main thrusts to my argument. Firstly, airlines operate on notoriously bad economics and wafer thin margins. COVID19 has made the dynamics behind the … Read more
The economic fallout from COVID19 has been brutal and extensive. The aviation industry is one of the hardest hit. With many borders still shut, demand for air travel has fallen off a cliff. The International Air Transport Association (IATA) estimates that up till June alone, we will see more than 4.5million flight cancellations and up … Read more