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Money FM – Global markets as we start the 2nd half 2021
It was a pleasure speaking with JP Ong at Money FM in Singapore about global markets. The decline in long end yields and the slip in metal prices starts to…
Podcast – Jim Rogers on Global Markets & Bubbles
Jim Rogers is one of the best known market investors and financial commentators with experience that spans 6 decades. After a successful career on Wall Street, which included co-founding…
Media – Forex Friday’s: Recapping the 1st Quarter
A conversation on Money FM discussing the USD, Oil, Stocks, Bonds, inflation, Europe, EURUSD, USDCNH and India as we approach Q2, 2021 There seems to be a risk of seeing …
Podcast – Kishore Mahbubani on ‘Has China Won?’
Kishore Mahbubani is a well known former diplomat and academic. He was Singapore’s permanent representative to the UN and held the position of President of the United Nations Security Council….
Podcast: Singapore Inside Out
Episode 6 welcomes PN Balji who has over 4 decades of experience in Singaporean journalism. He shares his thoughts on subjects including Singapore’s identity, capitalism in Singapore, whether the film…
Podcast: The Reality of Sustainability
The 5th episode of In conversation with Shyam Devani welcomes Ipshita Chaturvedi’s who’s vast experience in the field of environmental law allows her to offer a broad perspective in the…
In the footsteps of the Fed
The behaviour of the S&P 500 this year is remarkably similar to that seen in the aftermath of the last major panic 11 years ago. In both years, 2009 and…
Post election thoughts on the USD, Asia, and Europe – Money FM
It was a pleasure to speak with JP Ong on Money FM in Singapore about Currencies as we deal with the US election. It is very difficult to argue with…
Warnings from the Far East
Recent dynamics between the currencies of the Far East – Japan, South Korea, China – are worth paying attention to. Both the Korean Won and Chinese Renminbi have performed consistently…
Red October
The last note on SAV Markets called “Testing times for major markets” was published on 15 October and highlighted the risk of relative underperformance of equities against Bonds and Gold…