Singapore Economy — Looking Ahead

Singapore economic model in layman description is like a football team with speedie wingers, creative playmakers and lethal strikers (export, tourism, manufacturing, GLCs, etc).  Upon weak opponent (good economic condition), can easily bang in dozen of goals to make the scoreline very impressive but when matches up against a tough opponent (bad economic condition), we can't score goals and our … [Read more...]

Portfolio — Sep 2015

1. Strategically reduced SembMar cost from $3.434 to $3.17, thereby reducing realized capital loss from -25.10% to -18.87% Stock Holding Price* Market Price Unrealized Profit/Loss Dividend Return CapitaMall Trust $1.155 $1.90 +62.29% +52.88% First REIT $0.621 $1.29 +107.17% +72.80% Genting … [Read more...]

Post GE 2015 — Shock, Landslide, Dead Cat Bounce

SHOCK ! That the reaction after the result of GE 2015 when the ruling party bounced back from GE 2011 60.1% to 69.9%.  However, the status quo remained the same with opposition party occupying 6 Parliamentary seats (the 7th was due to a by-election after GE 2011).  Now was it really a shock ?  Probably not ! After the breakthrough performance from opposition parties (winning 1 GRC finally) … [Read more...]