Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

Thematic (Sector/Industry)

Singapore property market in the second half of 2016 continues to remain challenging with declining price index, in view of the deteriorating fundamentals and high level of unsold inventory. We expect vacancies to continue its uptrend and rental market continues to soften in the coming quarters. We also expect the developers to launch their projects with more reasonable prices in the next half of the year.

Singapore property market in the second half of 2016 continues to remain challenging with declining price index, in view of the deteriorating fundamentals and high level of unsold inventory. We expect vacancies to continue its uptrend and rental market continues to soften in the coming quarters. We also expect the developers to launch their projects with more reasonable prices in the next half of the year.

Singapore Property : Mid-Year Health Check

Chairman, sgtradex

Tan Chin-Hwee

Chairman

<blockquote>“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences of a Stock Operator, 1923</blockquote>My first day at <a href="https://en.wikipedia.org/wiki/Amaranth_Advisors" target="_blank">Amaranth </a>could have been my last.After my Masters at Yale back in 2003, I joined this American multi-strategy Hedge Fund in Greenwich, Connecticut. It was my very first experience working in the rough-and-tumble world of a trading floor in the global hedge fund industry. I rescinded my trading position back in…

“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences of a Stock Operator, 1923My first day at Amaranth could have been my last.After my Masters at Yale back in 2003, I joined this American multi-strategy Hedge Fund in Greenwich, Connecticut. It was my very first experience working in the rough-and-tumble world of a trading floor in the global hedge fund industry. I rescinded my trading position back in…

10 Years' Anniversary of the Collapse of Hedge Fund Amaranth - Reminiscences of a Stock Operator

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Equity Bottom-Up

We had been wondering when John Peace might step down as chairman of the board for Standard Chartered, as the bank had previously only indicated sometime in 2016. We now know that Peace will step down on Dec. 1, and we think the incoming chairman, Jose Vinals, who is currently the director of monetary and capital markets development for the International Monetary Fund, or IMF, is an excellent choice to replace him.We think Vinals’ background makes him well suited to advise on the complexity and volatility of the many emerging-market banking systems in which Standard Chartered operates, as well as dealing with the now uncertain outlook for the U.K. banking system. Overall, we think Vinals will have a stabilizing influence and should be able to provide a lot of insight to management as the bank undergoes a complex restructuring plan, all while its major markets are in a period of considerable volatility. Analyst: Stephen Ellis

We had been wondering when John Peace might step down as chairman of the board for Standard Chartered, as the bank had previously only indicated sometime in 2016. We now know that Peace will step down on Dec. 1, and we think the incoming chairman, Jose Vinals, who is currently the director of monetary and capital markets development for the International Monetary Fund, or IMF, is an excellent choice to replace him.We think Vinals’ background makes him well suited to advise on the complexity and volatility of the many emerging-market banking systems in which Standard Chartered operates, as well as dealing with the now uncertain outlook for the U.K. banking system. Overall, we think Vinals will have a stabilizing influence and should be able to provide a lot of insight to management as the bank undergoes a complex restructuring plan, all while its major markets are in a period of considerable volatility. Analyst: Stephen Ellis

Standard Chartered Lands a Winner With New Board Chairman

Asia's Leading Online Property Group, PropertyGuru

Bjorn Sprengers

Asia's Leading Online Property Group

PropertyGuru

PropertyGuru Pte Ltd owns and operates a real estate property information website. The Company offers facilities to search for condominiums, apartments, Housing and Development Board (HDB) flats, serviced apartments, houses, and commercial properties to rent and buy in Singapore.

Once just a tourist destination for the area’s history and culture, Kampong Glam has become one of Singapore’s hippest enclaves. Part of the state’s plans for the Ophir-Rochor Corridor, the potential in this often overlooked region is great. Here’s our Guru View:<ul><li>Kampong Glam is part of the rejuvenation taking place in the Ophir-Rochor corridor, and stands to benefit from a number of developments in the area</li><li>A number of projects in the Beach Raod area have en bloc potential, and investors should consider carefully</li><li>It is likely that developers are keeping an eye on the reception for DUO and South Beach before committing to more projects in the area</li><li>Volumes and transaction prices for Q2 2016 to date have reached one of its lowest points in the past 18 quarters</li></ul>

Once just a tourist destination for the area’s history and culture, Kampong Glam has become one of Singapore’s hippest enclaves. Part of the state’s plans for the Ophir-Rochor Corridor, the potential in this often overlooked region is great. Here’s our Guru View:Kampong Glam is part of the rejuvenation taking place in the Ophir-Rochor corridor, and stands to benefit from a number of developments in the areaA number of projects in the Beach Raod area have en bloc potential, and investors should consider carefullyIt is likely that developers are keeping an eye on the reception for DUO and South Beach before committing to more projects in the areaVolumes and transaction prices for Q2 2016 to date have reached one of its lowest points in the past 18 quarters

Singapore Property: The Rejuvenation of Beach Road

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to issue masala bonds to international investors in order to diversify its funding sources. Masala bonds are rupee denominated offshore bonds quite similar to dim sum bonds issued by Chinese companies. After HDFC, the largest mortgage lender in India, became the first company last week to successfully place a Masala Bond issue more companies are eyeing this…

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to issue masala bonds to international investors in order to diversify its funding sources. Masala bonds are rupee denominated offshore bonds quite similar to dim sum bonds issued by Chinese companies. After HDFC, the largest mortgage lender in India, became the first company last week to successfully place a Masala Bond issue more companies are eyeing this…

Fullerton India to Issue Masala Bonds for Local Ops; Investors in Yield Hunt Chase Cos for Issuance

United Kingdom

Standard Chartered PLC is an international banking group operating principally in Asia, Africa, and the Middle East. The Company offers its products and services in the personal, consumer, corporate, institutional and treasury areas.

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Standard Chartered (STAN LN)

Singapore Property : Mid-Year Health Check

Singapore property market in the second half of 2016 continues to remain challenging with declining price index, in view of the deteriorating...

TAN Kok Keong

10 Years' Anniversary of the Collapse of Hedge Fund Amaranth - Reminiscences of a Stock Operator

“Speculation is a hard and trying business, and a speculator must be on the job all the time or he'll soon have no job to be on.” - Reminiscences...

Tan Chin-Hwee

Standard Chartered Lands a Winner With New Board Chairman

We had been wondering when John Peace might step down as chairman of the board for Standard Chartered, as the bank had previously only indicated...

Morningstar, Inc.

Singapore Property: The Rejuvenation of Beach Road

Once just a tourist destination for the area’s history and culture, Kampong Glam has become one of Singapore’s hippest enclaves. Part of the...

PropertyGuru

Fullerton India to Issue Masala Bonds for Local Ops; Investors in Yield Hunt Chase Cos for Issuance

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to...

Asia Advisors

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