Singapore Telcos: And Then There Were Two (Bidders for the 4th License).
After some delay, the Singapore regulator (IMDA) announced yesterday there were two qualified candidates for the 4th cellular license: MyRepublic...
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ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
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Sloth Vs Ninja; King Kong Awaits
Shares of Singapore Post recently climbed ~5% because e-commerce giant Alibaba got the green light to increase its stake in the postal company. Is...
419 Views
Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I:Â Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
299 Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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