bonds

From Bloomberg

Stocks have gotten ‘less attractive’ but still better than bonds: Buffett

(Aug 31): Warren Buffett, the billionaire chairman and chief executive officer of Berkshire Hathaway Inc., said the rally in markets over the last several years has made it harder to find bargains, but that stocks remain his choice over bonds.

In print this week

Balanced funds not so balanced after all: Tong's view

(Aug 21): Actively managed funds have been getting the thumbs down from nearly all quarters.

US stocks

Markets roiled on Trump stance tensions

NEW YORK (Aug 18): A sense of growing unease gripped financial markets as President Donald Trump exacerbated the controversy sparked by a racist rally in Virginia and terrorists struck a crowded street in Barcelona.

How to build a no-fuss portfolio with ETFs

(Aug 14): Low-cost exchange-traded funds are a quick and easy way to diversify one’s investments. But is it possible to build a portfolio exclusively with these instruments? Phillip Securities Research analyst Pei Sai Teng thinks so. Pei and his team ha

Bank of America warns of an ‘ominous’ sign for stocks

(Aug 16): Money managers who’ve watched the surge in corporate profits take US equities to records are starting to fret about earnings growth, and that’s an “ominous” sign, Bank of America says.

Global Markets

Greenspan sees no stock excess, warns of bond market bubble

(Aug 1): Equity bears hunting for excess in the stock market might be better off worrying about bond prices, Alan Greenspan says. That’s where the actual bubble is, and when it pops, it’ll be bad for everyone.

Where does Noble go from here? Consider these scenarios

SINGAPORE (May 18): A quarter of unexpected losses, the implications of sustained cash burn, and inadequate guidance have now snowballed into a crisis of market confidence for Noble Group.

Global Markets

Emerging market killjoys say don’t ignore commodity, China risks

LONDON (May 11): Dissenters in the face of the relentless emerging-market rally are speaking out.

Global Economy

3 things to expect as the global reflation dust settles

SINGAPORE (May 9): Private investment manager Brandywine Global, a Legg Mason affiliate, is expecting the current period of “remarkable reflation” in the global economy to settle down to a “more gradual, but self-sustaining” economic expansion.

China Focus

Bond buyers blacklist some Chinese provinces after run of defaults

SHANGHAI (April 27): Investors are becoming more discerning when it comes to the origin of Chinese debt.
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