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central banks
Global Markets
It’s tricky to unwind QE when central banks hold up to 20% of government debt
(Aug 16): Leading central banks now hold as much as 20% of government debt. This goes to show the scale of challenge to come in unwinding unprecedented stimulus measures deployed over the past decade, according to The Financial Times.
August 17, 2017
Investing strategies
Put event risk at core of portfolio strategies, Eastspring tells investors
SINGAPORE (May 31): Liquidity is a double-edged sword, according to Virginie Maisonneuve, chief investment officer (CIO) of Eastspring Investments, a member of Prudential (UK).
May 31, 2017
Investing strategies
3 paper tigers of global recession fears
SINGAPORE (May 23): Bank of Singapore (BoS) is maintaining its neutral stance on US and European equities with a focus on rotation and carry themes, while recommending exiting technology and taking exposure in financials in the case of equities.
May 23, 2017
Investing strategies
4 key risks that could stymie Asia's positive growth outlook
SINGAPORE (March 13): The brighter economic outlook for Asia this year is set to contrast with 2016’s more sobering expectations due to positive signals from several key metrics so far, says UOB in a Monday flash note.
March 13, 2017
Central banks need to stop living in a fantasy world
SINGAPORE (Nov 7): Central banks have been largely ineffective in creating credit within their economies despite repeated efforts at tweaking their monetary policy, and Huw van Steenis, the Global Head of Strategy at Schroders, thinks he might know the re
November 07, 2016
Commodities
How gold is the answer to investing in a low-interest rate world
SINGAPORE (Oct 26): Mohamed El-Erian, chief economic adviser (CEA) at Allianz, thinks there are many more consequences of ultra-low interest rates that have yet to play out for investors, and that gold is increasingly part of the solution to mitigating su
October 26, 2016
Bank of Russia head sees bigger challenge than rates for lenders
BLOOMBERG (Oct 14): Preoccupied by ultra-low interest rates in much of the industrialised world, the financial industry risks being blindsided by an even bigger challenge, according to Russian central bank Governor Elvira Nabiullina.
October 14, 2016
Singapore is only Asean country to have stable banking outlook as risks rise
SINGAPORE (Oct 6): Asean banks are facing slower GDP growth, a weaker operating environment and increasing downside risks – but most should have adequate loss-absorption buffers to support their current ratings, says Fitch Ratings.
October 06, 2016
Sticking to fundamentals pays off for emerging markets
SINGAPORE (Oct 6): Emerging markets have fared better than developed ones as central banks stuck to orthodoxy and positioned their economies for growth, says Aberdeen Asset Management.
October 06, 2016