Category: STE Stocks Investing

4th Qtr 2019 : Dividend and Portfolio Update

 

It has been
almost haft month since my last blog post on 2nd November, I am really
lazy to write anything recently while spending more time with family since
early Oct after my daughter finished her PSLE.

We have our
short trip to Penang…

What Would Negative Interest Rate Mean For Investors : A Memo From Howard Marks

Howard Marks, founder and co-chairman of $122
asset manager Oaktree Capital Management and author of many best selling
books ( including the recent one “ Mastering
The Market Cycle”) had just published his latest memo.

Latest memo
from Howard Marks: Mysterious <link>

“And that brings us to the
subject of negative interest rates.  I find them no less mysterious.  The fact
that we

Eagle Hospitality Trust : A Case of Narrative Economics

“Disclaimer :
The information provided in this blog is for general information purposes only
and not a recommendation to buy or sell stocks mentioned in any blog post.(
Warning!! Writer owns share in Eagle Hospitality Trust, information & views
provided may subject to bias in view of stakes he have in the company.”

I recently ordered a book from Book Depository called “ Narrative

Personal Updates- 20 Oct 2019

Wow, time flies and it has been quite some time since my
last blog post on 28 September. I am also quite busy with two staycations in
J.B and Penang in last two weeks after my younger daughter finished her PLSE exam.  As usual , we spent great time …

0% or Negative Yields Are Becoming The “New Normal”

Would like to share some great articles on “Negative bond yield and QE”…with more and more central bankers lowering the interest rate and
implementing more QE, world is flooded with liquidity and resulting  $17 Billion of  negative yielding bond sitting and idling on various
financial institution’s balance sheet around the world.

  What
does a negative bond yield mean? < source:

Keppel DC REIT : Wow ! Wow ! Wow

Congrats !! for those invested in Keppel DC REIT as share price shoot up to $2.13 as of closing on last Friday. It’s about +21% increased vs price prior asset acquisition and equity fund rising announcement on 16th Sep 2019. I am not so sure if t…

President Trump : Make America ( STI Index ) Great Again !

Not All Index
Are Created Equal

I think most of us are using Index as bench-marking against our
portfolio’s performance and from time to time, we often hear about buying index
as kind of passive investment. Some financial advisors are even proposing “DCA”
or dollar cost averaging for Index with “buy and hold” strategy.

“The average annualized total
return for the S&P 500 index

七线谱:四大天王( China Big Four Banks)

The "big
four" state-owned
commercial banks are the Bank
of China, the China Construction Bank, the Industrial and Commercial Bank of China, and the Agricultural Bank of China, all of which are also among the largest banks in the world as of 2018. 

The big four
also the world largest in term of total assets base on 2018 S&P Global Market Intelligence report . FYI, DBS rank 71th with

七线谱 : HSBC and HKG Land

Millions of people have
taken to the streets of Hong Kong over the past few months as protests against
the controversial extradition Bill grew into violent clashes between police and
protesters.

What began as a
targeted protest against a
c…