Fed hawks will fly lower – eventually
AS WAS widely expected, the Federal Reserve decided to again leave the fed funds rate unchanged at the Federal Open Market Committee...
Why investors should exercise restraint on debt
IT IS obvious that all else being equal, people and companies that are indebted are more likely to run into trouble than...
Share buybacks offer window into Seatrium board’s perspective on its stock’s value
THE S$100 million share buyback programme announced by Seatrium on Apr 29 was interpreted positively by many investors – and for good...
A whiff of caution
A HINT of caution is entering the assessment of future market behaviour. Inflation remains stubborn, and this reduces the probability of a...
After the Magnificent Seven, a broadening rally
SPRING in Japan is synonymous with the sakura. Also known as the cherry blossom, it blooms first in Kyushu, before creeping northwards...
Will the Federal Reserve cut rates this year?
THE positive outlook for interest rate cuts this year has vanished. At the start of 2024, the expectation was for six rate...
Interests of OCBC and Great Eastern’s minority shareholders are fundamentally misaligned
A QUESTION was raised at OCBC’s annual general meeting (AGM) this past week about how the group’s 88.4 per cent stake in...
BlackRock triples annual investment in Apac private assets
BLACKROCK has tripled its capital deployment into private assets in the Asia-Pacific to around US$3 billion a year, compared to US$1 billion...
China is buying gold like there’s no tomorrow
AS GOLD surged this year to its highest price ever, Xena Lin joined the frenzy by making monthly purchases of gold “beans”...
The perils of the Fed’s vast bond holdings
THE Federal Reserve is engaged in a colossal transformation of the financial economy. Yet, scarcely anyone is noticing.