CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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CHINA: Reform & Omnipotence Myths Dispelled
‘Pay no attention to that man behind the curtain’ - Wizard of OzThe nature and scale of Beijing’s reaction to the bursting of the China equity...
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A Roadmap of the EM Bear Market and Three Myths about the China Bull Market
Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...
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PropertyGuru's outlook for Singapore condo market
Since the implementation of TDSR we have seen seven consecutive quarters of decline in price for the condo market, which has been accompanied by...
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Should HDB adopt a drastic decline in BTO flat supply?
IssueThe Housing and Development Board (HDB) in Singapore announced on July 1 that it will be reducing the number of Built-To-Order (BTO) flats to...
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