yields

Bond traders watch central-bank decisions to confirm 2018 rout

NEW YORK (Jan 22): The world’s biggest bond market probably needs a little push from central banks to prop up yields at the highest in more than three years.

10 biggest investor risks to look out for in 2018: Natixis

SINGAPORE (Jan 17): Economic and investor risks still abound despite relatively optimistic outlooks for 2018, according to Esty Dwek Roditi of Natixis Investment Managers.

In a Wednesday commentary, the investment specialist lists 10 of the biggest risks in the year ahead.

With the majority of market views remaining in line with consensus for the rest of the year, Dwek Roditi sees this as a manifestation of market complacency which translates to unpreparedness.

Why UOB is calling a 'hold' on SIA

SINGAPORE (Sept 19): UOB Kay Hian is maintaining its “hold” call on Singapore Airlines group with a target price of $10.10, valuing the group’s core airlines operations at 0.7 times FY18 forward earnings.

The research house recommends investors scoop up the stock at a lower entry price of $9.50.

What Manulife US REIT unitholders really want

SINGAPORE (Sept 15): Manulife US REIT, which was listed only in May last year after an IPO of its units at 83 US cents, recently proposed to acquire of a building called 10 Exchange Place in Jersey City, New Jersey for US$312 million ($422 million), and a 41- for-100 rights issue of 299.29 million new units at a deeply discounted price of 69.5 US cents each.

This comes less than three months after announcing the acquisition of another property called 500 Plaza Drive for US$115 million.

Mizuho targets foreign student boom with Japan dormitory fund

TOKYO (Aug 16): Mizuho Financial Group Inc. is raising a fund to build dormitories to profit from the shortage of accommodation for the surging number of international students at Japan’s universities.
 

Asia central banks rebuild US$6 trillion defense as Fed hike looms

HONG KONG/MUMBAI (June 13): Asia’s central banks are stacking the sandbags. 

Foreign-exchange reserves are being rebuilt as monetary authorities brace for the Federal Reserve’s third rate hike in six months. While the expected move has been well telegraphed, prolonged periods of Fed tightening can cause jitters for emerging markets. Asia was slammed in 2013 when then-Fed Chairman Ben Bernanke’s hint of an end to quantitative easing sparked the "taper tantrum."

Danger Down Under: Yields drop with iron to fuel recession talk

SYDNEY/TOKYO (June 2): Whether or not the land Down Under snaps its two-decade-long streak without a recession, a glance at the charts shows this past week has been a "septima horribilis" (to purloin and tweak from Queen Elizabeth II) for the world's 13th-largest economy. Iron ore is declining again amid worrying signs that China is wobbling, businesses are reluctant to borrow as they plan on cutting investment to a decade low.  An unexpected rebound in retail sales and soaring stock prices for Qantas were rare bright spots.

Macron vs Le Pen: What either victory means for global markets

SINGAPORE (April 27): Given the disparate political views and economic agendas of French presidential candidates Emmanuel Macron and Marine Le Pen, VP Bank believes the behaviour of financial markets in response to either victory, after the upcoming return bout on May 7, is likely to be correspondingly divergent.

China's stock market is becoming a world-beating dividend play

HONG KONG (April 5): To get in on the hottest equity trade in China right now, you’ll have to be quick.

Dividends are emerging as a key lure for investors in the world’s second-largest share market, with stocks of companies that consistently hand out the most cash outperforming the Shanghai Composite Index by the most since 2013.

The catch? These plays are few and far between with China renowned as one of the stingiest markets globally when it comes to shareholder payouts.

Don’t be too heartened by SIA’s fuel hedging move yet, say analysts

SINGAPORE (Feb 9): UOB Kay Hian maintains its “hold” rating in Singapore Airlines (SIA) while raising its target price on the stock to $10.40 from $10.10 previously, following the release of the carrier’s 3Q17 results.

The suggested entry price is $9.60 based on a 10% total return, inclusive of dividends.

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