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Saturday, December 31, 2016

USA has lost leadership and influence in Middle East.

https://www.yahoo.com/news/russia-announces-ceasefire-syria-midnight-125712235.html

Russia has brokered the ceasefire pact in Syria without USA involvement.  This shows that Russia has managed to prove its true mettle and influence in Middle East.

US rig count - 658

HOUSTON (AP) -- The number of rigs exploring for oil and natural gas in the U.S. increased by five this week to 658.
A year ago, 698 rigs were active. Depressed energy prices have curtailed exploration, although the rig count has been rebounding in recent weeks.
Houston oilfield services company Baker Hughes Inc. said Friday that 525 rigs sought oil and 132 explored for natural gas this week. One was listed as miscellaneous.
Texas gained three rigs, Oklahoma added two and New Mexico and North Dakota were up one each.
Kansas declined by one rig.
Alaska, Arkansas, California, Colorado, Louisiana, Ohio, Pennsylvania, Utah, West Virginia and Wyoming were all unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May at 404.

Our poll result for Malay reserved president.

Only 20% supported a Malay reserved president!

Friday, December 30, 2016

Singapore first casualty in the expected economic slump.

https://sg.finance.yahoo.com/news/singapore-inchcape-sack-120-workers-074155097.html

If you have read our previous postings, you will know that we're less sanguine about our economic growth because of China containment for Singapore economic growth which is leading to lesser sea freight demands and diminishing port volumes.

Singapore stock calls for 30 December 2016


Thursday, December 29, 2016

USA is nothing but a troublemaker!

https://sg.news.yahoo.com/philippines-duterte-calls-u-envoys-spies-over-alleged-125215301.html

USA is a troublemaker wherever it is present.  Just look at Syria, Iraq, Afganistan, Palestine, Turkey, South Korea, Philippines and South China Sea.  No wonder it is losing support and getting alienated in Asia.

USA has been supporting and grooming terrorists in Middle East.

https://sg.news.yahoo.com/turkey-insists-us-provided-weapons-kurdish-militia-102217736.html

It's a known fact to political scientists that USA created terrorists in the Middle East.  Therefore, it's not surprising that Turkey is accusing USA of supporting terrorists.  USA abandoned the terrorists when it couldn't control them anymore, just like USA abandoned Israel in UN.

USA is known to be an unreliable partner and ally and we should stay away from USA.

Wednesday, December 28, 2016

Israel is the aggressor against Palestine.

Israel has been swallowing up Palestine's land and killing Palestinians with USA support. This has angered the world and the world is condemning Israel for its wrongdoings.  In the latest UN voting against Israel, USA didn't veto the vote like in the past as it was not worth incurring the wrath of the world but abstained from voting because it knew the world was against Israel vehemently.  The US abstinence angered Israel and Israel condemned US for it.  Consequently, the US-Israel relationship will become rocky after this.

http://edition.cnn.com/2016/12/23/politics/israel-official-rips-obama-un-settlements/

NASA knew that we're not alone long time ago.


South Korea takes on a different view of USA now!

https://sg.news.yahoo.com/south-korea-regulator-fines-qualcomm-854-million-violating-030451385--finance.html

After the impeachment of President Park, South Korea is getting anti-USA because USA messed up South Korea with THAAD defence system installation.

South Korea is getting tough with USA to appease its citizens and China.  This is the reason for such a gargantuan fine.

Tuesday, December 27, 2016

UFO structure can be seen from a beach in China.


UFO sighting in South China Sea!


Singapore stock calls for 27 December 2016


The importance of China naval drill.

https://sg.news.yahoo.com/taiwan-says-chinese-carrier-heading-towards-hainan-024228649.html

China naval drill has 2 significant importance.  First, it is sending a message to Taiwan that it can attack Taiwan from the East and West.  Second, it is telling the USA implicitly that it is capable of breaching the first line of containment.  It will be before long that China can also breach the 2nd line of containment at Guam.

China is currently developing another 3 aircraft carriers for South China Sea.  By then, China can no longer be contained by USA in South China Sea.

Saturday, December 24, 2016

Baltic dry index - 961

Today, Friday, December 23 2016, the Baltic Dry Index climbed by 33 points, reaching 961 points.

Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.

US rig count - 653

HOUSTON (AP) — The number of rigs exploring for oil and natural gas in the U.S. increased by 16 this week to 653.
A year ago, 700 rigs were active. Depressed energy prices have curtailed exploration, although the rig count has been rising in recent weeks.
Houston oilfield services company Baker Hughes Inc. said Friday that 523 rigs sought oil and 129 explored for natural gas this week. One was listed as miscellaneous.
Oklahoma gained six rigs, Texas gained four, Alaska increased by three and Colorado, Louisiana, New Mexico, North Dakota, Ohio, Pennsylvania and Wyoming each added one.
West Virginia declined by two and Arkansas lost one.
California, Kansas and Utah were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May at 404.

Friday, December 23, 2016

Singapore stock calls for 23 December 2016


The new economy and radical social structure in the year 20XX.

We are facing an industrial revolution whereby robotic and artificial intelligence (AI) technologies will overtake the world that will create an entirely different economy and new social structure that we have not envisaged in our existing society.

Many “dark factories” without human involvements will start popping up in the new economy under this industrial revolution to cater to market demands.  These dark factories will operate under darkness because robotic devices and AI machines can produce goods and services 24 hours daily more efficiently and effectively than humans.  Furthermore, driverless mobility units will be plying the road, sea and air to transport goods and humans at varying speeds in this new environment.

Healthcare and medical services will be performed by AI robotic devices which are completely different from tele-operated robotic devices that still require medical staffs’ involvements.  AI medical devices are able to analyze millions of medical cases prior to the actual operations to provide the best course of medical actions available that a surgeon cannot fulfill and will be more professional than any medical doctor.

All these radical technological changes will engender new societal developments that governments have to manage and handle especially for mismatch of labour requirements.

The “new residents” will only be academically trained but without actual working experiences in this new society.  These new residents will no longer be able to earn incomes but will receive state allowances for subsistence.  The determinants for individual allowances for subsistence will become a challenging task that needs to be circumvented in this new world.  Inadvertently, new social activities, norms and cultures will ensue from this upcoming industrial revolution.

This industrial revolution may sound foreboding to you as a human but this is something unavoidable.  The faster we adopt and embrace this revolution, the better we will be compared to secular countries that are resistant to changes.

Humans are resistant to changes but if we don’t have the courage for change, we will not progress and evolve.


This is my awakening Christmas gift for mankind.  Merry Christmas to all!

Wednesday, December 21, 2016

Tuesday, December 20, 2016

Putin is making a fool out of Abe but Abe doesn't know it.

http://edition.cnn.com/2016/12/15/asia/putin-abe-japan-arrival/

The japanese government has been whitewashing its WW2 history till now and very few people know the true account of these kuril islands anymore.

These kuril islands belonged to Russia and Russia let Japan have them in exchange for non-invasion from the Japanese during WW2.  However, Japan attacked Russia after taking the kuril islands.  Therefore, Russia took back the kuril islands after the end of WW2 because Japan didn't honour the agreement.

Abe still harbours the wishful thinking that Russia will return the kuril islands but Putin won't return them back to Japan as Japan reneged its promise in WW2.  Putin is just playing Abe for this episode.

Singapore stock calls for 20 December 2016


Stock market risks have increased! Profit-take to preserve cash!

With the killing of russian diplomat in Turkey and the terrorist attack in berlin (germany), stock market risks have increased with the upcoming official inauguration of the new US president.  ISIS has declared that it would launch an attack soon.

Monday, December 19, 2016

Singapore stock calls for 19 December 2016


Foxconn is declaring war against Samsung!

http://www.reuters.com/article/us-sharp-hon-hai-samsung-elec-idUSKBN14414K

Terry Gou, founder of Hon Hai, owner of Foxconn is adamant in decimating Samsung because of past acrimonious disputes.  Let's see how this fight will pan out.

Philippines is getting tough with USA!

https://sg.news.yahoo.com/us-told-want-vfa-pay-000000509.html

Philippines is getting tough with USA and trying to get back the USD$30m which was spent on a spurious court (PCA) under the instruction of USA.  USA refused to reimburse Philippines for its own political agenda.

Saturday, December 17, 2016

Baltic dry index - 946

Today, Friday, December 16 2016, the Baltic Dry Index decreased by 20 points, reaching 946 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.

US rig count - 637

HOUSTON (AP) -- The number of rigs exploring for oil and natural gas in the U.S. increased by 13 this week to 637.
A year ago, 709 rigs were active. Depressed energy prices have curtailed exploration, although the rig count has been rising in recent weeks.
Houston oilfield services company Baker Hughes Inc. said Friday that 510 rigs sought oil and 126 explored for natural gas this week. One was listed as miscellaneous.
Texas gained 14 rigs, New Mexico gained two and Colorado added one.
Oklahoma and Wyoming each declined by two, and North Dakota lost one.
Alaska, Arkansas, California, Kansas, Louisiana, Ohio, Pennsylvania, Utah and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May at 404.

China has been selling US bonds!

https://sg.finance.yahoo.com/news/japan-tops-china-largest-holder-210357229.html

In order to cut its foreign reserves losses, China has been selling its US bonds.  However, this is more than meets eye.  China is trying to shift its backbone support of renminbi to a basket of currencies instead of relying on USD only.  In other words, China doesn't want the strength of RMB to be based on USD only.  Furthermore, selling US bonds will thwart the rises in interest rates and impede RMB depreciation which is a win-win strategy for China.

Thursday, December 15, 2016

China is trading with Europe by railways!

China started to export coffee to Europe by railway in 2015.

http://www.chinadaily.com.cn/m/yunnan/puer/2015-07/03/content_21175803.htm

Myanmar port is connected to Yunan and China can use Myanmar port to import and export without going through SG.

China has started to import fresh produces from Europe by railway in 2016.

http://www.chinadaily.com.cn/business/2016-12/12/content_27640943.htm

China has used the one-belt-one-road developments to reduce sea freights and also bypass SG for its own strategic interest and is successfully in doing it.  SG can longer earn anything between China and Europe anymore.

Trade war has started!

http://www.channelnewsasia.com/news/business/international/china-to-fine-us-automaker-china-daily/3367204.html

USA, EU and Japan don't want to grant market economy status to China in WTO and USA doesn't want to stick to the one china policy.  All these antagonise China and China is retaliating with a trade war against USA for now starting with GM as its first target.

THAAD won't be installed in SK!

https://sg.news.yahoo.com/south-korea-former-opposition-leader-moon-says-run-064359656.html

As predicted in our previous post, SK will not install THAAD to antagonise China.

Singapore stock calls for 15 December 2016


Fed hiked interest rate. So what happens next?

FED benchmark interest rate has been increased to 0.5 to 0.75% and is projected to go up 3 times each year till 2019.

3 interest rates in 2017, 2018 & 2019 by dot plots
0.5 to 0.75 in dec 2016 (risk-free rate hovers 2.5 to 2.6%)
1.25 to 1.5 in 2017
2 to 2.25 in 2018 
2.75 to 3 in 2019
risk-free rate will be at least 5.25% in 2019

Fed median interest rate projections:


As expected, fed hiked by 0.25% in De 2016 but made a slightly hawkish statement about further interest rate hikes.


If FED really hikes 3x interest rates each year, we'll be having high interest rates in the future as predicted in our previous post.




Wednesday, December 14, 2016

Japanese nuke food!

Japanese nuke food contains caesium 137 and 134 because of the nuclear reactor meltdown.

137 has a half-life of about 30 years and 134 is about 2 years.

https://en.wikipedia.org/wiki/Caesium-137

https://en.wikipedia.org/wiki/Isotopes_of_caesium#Caesium-134

Basically, this means that 137 will decay by half in 30 years and 134 in 2 years.  Therefore, 137 takes 60 years to completely disappear and 134 takes 4 years.  The shorter the half-life, the less harmful it is to your body and environment.

These radiations will permeate your body and destroy your DNA structures.  This is how harmful nuke food is to your body.

Singapore stock calls for 14 December 2016


Singaporeans are apathetic about our political situation.

Yes, we will be building the HSR with Malaysia.  However, we are only aware of the total distance and total cost of connecting from KL to SG.  What we do not know is how many KMs is under SG liability and how much we are paying for the distance under our liability.   Our citizens do not bother to know and do not ask our government about this.

Geographically and ideally, we should be only paying for a small portion for this KL-SG HSR because each country should be responsible for its HSR construction in its terrority.  Hopefully our government will let us know more about this HSR construction instead of just quoting the total distance and total cost.  The latest information is SG will only be responsible for 15km on our land and KL is responsible for 335km on its land.  What is the cost for this 15km on our land compared to 335km on Malaysia's land?

World trade war will begin soon if WTO doesn't grant China market economy status.

When WTO signed on the dotted line to grant China market economy status automatically without any string attached after 15 years upon joining WTO, WTO must honour its contract or else it will become untrustworthy internationally.  Who else will trust EU, USA and Japan in the future?

Monday, December 12, 2016

Singapore stock calls for 12 December 2016


The world will be in chaos if Trump doesn't stick to one china policy!

http://news.asiaone.com/news/asia/chinese-media-hit-out-trump-over-one-china-comments

World economies will crash because China will become anti-USA if Trump forsakes the one china policy.  China will go against USA economically and politically in retaliation.

Food alert in Taiwan!

http://news.asiaone.com/news/asia/nuke-food-already-taiwan

Nude....Opps....I mean NUKE food is in Taiwan now!  Japan is lying to its citizens and foreigners about its food and it is false labelling its food production origins.  This is what Japan government is like.....whitewashing its war history and false labelling its food.


Saturday, December 10, 2016

Samsung S6 caught fire on china flight.

http://www.straitstimes.com/asia/east-asia/samsung-s6-phone-emits-smoke-on-china-airlines-flight

Be careful when you use Samsung and Apple.  Both brands are like miniature explosive devices now.

Vietnam is doing construction on South China Sea reef but no country is condemning it!

https://sg.news.yahoo.com/satellite-images-appear-show-vietnam-dredging-disputed-reef-044309502.html

If we are supportive of a rule-based system, we must condemn any country that seeks to increase tension in South China Sea.  Why are we only condemning China but condoning other countries to do constructions on the reef or isle?

This only shows that we are only targeting China. No wonder China is unhappy!

Baltic dry index - 1090

Today, Friday, December 09 2016, the Baltic Dry Index decreased by 32 points, reaching 1090 points.

Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.

US rig count - 624

HOUSTON (AP) -- The number of rigs exploring for oil and natural gas in the U.S. increased by 27 this week to 624.
A year ago, 709 rigs were active. Depressed energy prices have curtailed exploration, although the rig count has been rising in recent weeks.
Houston oilfield services company Baker Hughes Inc. said Friday that 498 rigs sought oil and 125 explored for natural gas this week. One was listed as miscellaneous.
Texas gained 17 rigs, Colorado increased by six, Wyoming gained three, Pennsylvania increased by two and Arkansas, Kansas, New Mexico and North Dakota each gained one.
Alaska, Louisiana and Oklahoma each declined by one.
California, Ohio, Utah and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May at 404.

Market mover for next week - FED Meeting!

A quarter point hike in interest rate is expected for next week FED meeting.  Conversely, if there is a surprising move like a 50bp hike or a statement to denote a hawkish stance instead of a gradual rise in interest rates in 2017, stock markets will react negatively.

Please watch out for FED outcome and align your investment decision to the result.


It's official! SK president Park has been impeached.

http://time.com/4596318/south-korea-president-impeachment-park-geun-hye-corruption-choi-soon-sil-protests/

President Park has lost her presidential power. She cannot implement and execute anything in South Korea now.

We had predicted this outcome in our previous post.

China is supposed to gain market economy status after 15 years upon joining WTO.

http://english.cri.cn/12394/2016/12/09/3521s946895.htm

WTO members signed the covenant to grant China market economy status automatically after 15 years upon joining WTO.  If WTO members don't grant China the market economy status, they're showing the world their non-credibility and despicability because they don't honour the contract they sign.

Japan has shown that it is non-credible and despicable because it won't honour the contract it signs.  Let's see who are non-trustworthy in WTO.

Friday, December 9, 2016

Singapore stock calls for 9 December 2016


How will Singapore economy perform in 2017?

http://www.businesstimes.com.sg/government-economy/nomura-sounds-bearish-call-on-spore-economy-cuts-2017-gdp-growth-forecast

Nomura predicted that SG's economy will grow by 0.7% in 2017 which is far below the 1-3% predicted by our government.

However, Deutsche predicts that SG will grow by 2.3% in 2017.

http://business.asiaone.com/news/singapore-economy-could-expand-23-2017-deutsche-bank

Who is correct?

I think Deutsche is too optimistic on SG without an in-depth understanding of the surrounding economic situations.  Pakistan port has started operations and will reduce port cargoes to SG which has never existed before.   Furthermore, interest rates will be higher in 2017 and this will increase business costs.  Last but not least, asian currencies depreciation will create inflations in Asia.

I just can't see how SG will perform so well in 2017 with 2.3% growth when there's so many negative factors.

China foreign reserves have dropped to USD3.05T!

http://www.businessinsider.sg/chinese-foreign-reserves-slide-as-yuan-falls-2016-12/?r=US&IR=T

When China foreign reserves are falling, RMB will fall too.  Nothing surprising.  Just read our previous posting and you will understand the rationale.

DBS is selling customer data in Hong Kong!

https://www.bloomberg.com/news/articles/2016-12-09/hkma-expresses-concern-after-report-of-dbs-arrests-in-hong-kong?cmpid=yhoo.headline&yptr=yahoo

OMG!  After our tanks seizure, DBS HK has contravened HK's laws!

Do you know how to count triangles?

How many triangles can you find?

Only those with IQ more than 120 can find 18 triangles.

Thursday, December 8, 2016

EU has started to cut back on its QE!

http://www.businesstimes.com.sg/government-economy/ecb-unexpectedly-cuts-asset-buys-to-60b-euros-per-month-from-april

How will this affect economies?

Well, there will be lesser cheap monies in the market now and interest rates will slowly inch up in EU.  Nonetheless, QE has proven to be not working in the real economies except for stock markets.  Therefore, the impact of lesser QE will only affect the stock markets more than the main streets.

Singapore stock calls for 8 December 2016


New documentary - The coming war on China

https://newint.org/features/2016/12/01/the-coming-war-on-china/

This documentary shows that USA is the aggressor because it wants to retain its hegemony in the world.

Just look at the more than 400 military bases encircling China.  How can China sit back and do nothing?  China has the prerogative to protect itself and its citizens against USA.


Monday, December 5, 2016

Singapore stock calls for 5 December 2016


Singapore has bowed to China finally!

http://www.channelnewsasia.com/news/singapore/china-s-rise-cannot-be-contained-singapore-defence-minister/3340990.html

Will this appease China?  I think this is just a strategic tactic to redeem our seized tanks in Hong Kong.  China government has changed its mentality towards Singapore and only will believe in what we do rather than what we say.  Singapore had been saying that we wanted to be a neutral party and not side with any party but Singapore sided with USA over South China Sea under a spurious court ruling.  Singapore asked China to respect the PCA ruling but didn't request Taiwan to accept the ruling against its Taiping island (no longer an island under PCA ruling).  Singapore also didn't ask Australia to respect the PCA ruling in which East Timor won against Australia recently.

All these have made China look at Singapore as a less credible and prejudice country because Singapore voiced out its opinions selectively.  No matter what, this will be a good start and we have to slowly gain the trust of China all over again.

Saturday, December 3, 2016

Baltic dry index - 1198

Today, Friday, December 02 2016, the Baltic Dry Index climbed by 2 points, reaching 1198 points.
Baltic Dry Index is compiled by the London-based Baltic Exchange and covers prices for transported cargo such as coal, grain and iron ore. The index is based on a daily survey of agents all over the world. Baltic Dry hit a temporary peak on May 20, 2008, when the index hit 11,793. The lowest level ever reached was on Wednesday the 10th of February 2016, when the index dropped to 290 points.

US rig count - 597

HOUSTON (AP) -- The number of rigs exploring for oil and natural gas in the U.S. increased by four this week to 597.
A year ago, 737 rigs were active. Depressed energy prices have curtailed exploration, although the rig count has been rising in recent weeks.
Houston oilfield services company Baker Hughes Inc. said Friday that 477 rigs sought oil and 119 explored for natural gas this week. One was listed as miscellaneous.
Texas gained seven rigs, Wyoming increased by four and Oklahoma gained two.
Louisiana declined by four, Colorado and North Dakota each fell by two and Utah lost one.
Alaska, Arkansas, California, Kansas, New Mexico, Ohio, Pennsylvania and West Virginia were unchanged.
The U.S. rig count peaked at 4,530 in 1981. It bottomed out in May at 404.

Japan stock index (Nikkei 225) has more upsides!

With the USD appreciation and upcoming interest rate rises, yen has been on a devaluation trajectory which will boost its exports.   Therefore, Japan stock market will benefit from this export oomph.

Let's use binomial probability to calculate the likelihood of achieving the 19,000 level.
Current index futures= 18,320
Expected index futures = 19,000
Time from 2 Dec 2016 to 10 Mar 2017 (expiry date) = 98 Days
Upside deviation for the last 12 months = 7.16%
Downside deviation for the last 12 months = -7.92%
Risk-free rate = 2.45% as of 1 Dec 2016

After inputing the above parameters, the possibilities for upside is 56.9% and downside is 43.1%.

Therefore, it is likely for nikkei to rise 680 points by 10 March 2017 than to fall 680 points.

Friday, December 2, 2016

Trump is changing USA "Asia pivot" strategy!

https://www.theguardian.com/us-news/2016/dec/01/james-mattis-secretary-of-defense-donald-trump

Trump has appointed a Middle East veteran as the new defense secretary which shows that Trump will be focusing on exterminating ISIS during his office term instead of fighting with China over South China Sea.  The US pacific commander Harris will be shoved out of the door in Jan 2017 and tension in South China Sea will be greatly reduced.

This momentarily peace will be great news for Asean and China because Asean can focus on economic interests while China will have time to build up its air and naval forces with the deployments of 4th generation fighter planes J20 and local built aircraft carriers.

Singapore and Japan are still harping on TPP!

http://news.asiaone.com/news/world/singapore-and-japan-urge-ratification-tpp

If USA endorses TPP, it will be a tight slap to Trump as he has said that he'll terminate it once he takes office.  Trump said that SG stole USA jobs and we're going to antagonize Trump further by harping on TPP.  Trump had already given Japan a tight slap right in the face.....Trump has no qualms to do it to SG especially we are only a small red dot.

Singapore stock calls for 2 December 2016


UFO technology is simply amazing!

UFO can hover and disappear in a flash.


The same UFO technology was also captured on cam in China nanjing below.

MARS 03


China is developing its own hyperloop train now!

http://en.people.cn/n3/2016/1129/c90000-9148515.html

Wow! When we detect more UFO sightings in China, we will see more technological advancements in China.

RMB is having a shortage issue now!

RMB has stopped depreciating because of supply issue.  China is issuing more funds into the monetary market to address the supply issue.

http://en.people.cn/n3/2016/1201/c90000-9149650.html?winzoom=1

Don't be mistaken that this is China trying to devalue RMB further after depreciating to around 6.95 yuan vs USD.  If China doesn't inject funds now, RMB will skyrocket very fast and furious and will disrupt the monetary system and interest rates.

Wednesday, November 30, 2016

Political language in Singapore!

Our government always insists  that it is transparent and often uses the "A spade is a spade" terminology.  Is our government walking the talk?  Let's see a few examples below.

Flooding ------> Ponding
Bad sexual behaviour ------> Personal indiscretion
Not dangerous ------> Not safety critical
Seized in HK ------> Delayed in HK (our tanks were seized)

Please feel free to add on to the SG political language list so that we can all learn from this list.

Singapore stock calls for 30 November 2016


Red alert for Hong Kong air traffic control!

Hong Kong airport has just upgraded its air traffic control system which contains some dangerous bugs that can endanger the lives of passengers.  The air control system can give off false signals to traffic controller and result in fatal mistakes.  Beware!




The true agenda behind the seizure of SG tanks in Hong Kong.

The seizure of SG 9 tanks in HK is not entirely targeted at SG but Taiwan.  Taiwan has been extremely anti-China after Tsai took office.  China wants to isolate Taiwan by cutting off Taiwan military ties with other countries.  Therefore, China is pressuring SG with diplomatic discussion over the handover of SG tanks in exchange for Taiwan isolation.

After the seizure, China air force flew around Taiwan to serve as a warning.  http://www.bestchinanews.com/Military/4288.html


SG has been too complacent and insensitive towards China.  After making anti-China remarks over South China Sea Issues, SG should be careful about provoking China further.  When we have a good relationship with China, China can overlook a lot of things.  However, when the relationship is rocky, China will scrutinise a lot of things too.  There won’t be any preferential treatment from China when we don’t want China to look at SG as a Chinese nation.  There is no such thing as having the best of both worlds as we live in a harsh reality.  Let this be a small lesson learnt and hopefully our government will be more politically sensitive towards China.

Tuesday, November 29, 2016

Singapore stock calls for 29 November 2016


"Singapore image in China is so rotten!" - China perspective

https://sg.news.yahoo.com/china-paper-says-singapore-troop-carriers-melted-down-033016097.html

The truth is finally out.  We've stated numerous times in our previous postings that anti-Singapore sentiment had taken root in China.  Like we said, China no longer believes in what we say but rather what we do now.

President Park has finally given up on holding her office!

https://sg.finance.yahoo.com/news/korea-president-says-willing-leave-office-early-060438322.html

As predicted in our previous post, she would step down due to her scandal.

One of my favourite chinese dramas - Heaven's way! 天道!

This China drama is based on European essay called the last messiah.

https://en.wikipedia.org/wiki/The_Last_Messiah

https://philosophynow.org/issues/45/The_Last_Messiah

Please watch the 24 episodes if you have the time.  It is a philosophical drama which depicts human conscience, conscious and behaviour.  Reading the synopsis on The Last Messiah will help you to understand the drama better.

Trump is right to insist on bilateral trade talks than multi-lateral TPP. Why?


TPP primary motive was to pursue USA political interest against China and to deter China economic growth.  Without TPP, It will be tough to negotiate with USA during bilateral trade talk because USA is the largest economy in the world.  Japan, the 3rd largest economy, will also face tremendous difficulty against USA.  As TPP was a trade weapon to be used against China, USA gave a lot of concessions to Japan as a tradeoff for being anti-China.  Japan has to open up its farm and agricultural industry for bilateral FTA which is detrimental to Japan PM’s party as his supporters are mostly farmers.  Donald Trump will be focusing on USA economic benefits during bilateral trade talks.  Therefore, it’s tough to negotiate with USA based on economic interests.

Monday, November 28, 2016

President park approval rating dropped to 4%

http://asia.nikkei.com/Politics-Economy/Policy-Politics/South-Korean-President-Park-s-approval-rating-dips-further-to-4

We stated in our previous post that she's likely to step down as President due to her scandal and it looked like this outcome would materialize soon as her approval rating had dropped to 4%.

Her scandal also revealed that her closest friend was behind the THAAD system installation deal in which she received a huge commission from Lockheed Martin for the transaction.  This showed that THAAD system installation was not to defend South Korea but for corruption.  President Park disregarded South Korea interests for her friend's interest.  Therefore, she should step down.

How China views Singapore nowadays?

http://en.people.cn/n3/2016/1128/c90000-9147777.html

Anti-Singapore sentiment has taken root in China and we've already stated this in our previous post.  If we don't want China to view SG as a Chinese nation, we also cannot demand any preferential treatment from China.  This is how reality works!

China no longer trusts SG now.  China is taking the stance that it will believe in what it sees but not what it hears.  SG can explain and clarify but if we don't synchronize our verbal and non-verbal communications, China will not trust us.  In other words, we cannot say one thing but do another thing.


Singapore stock calls for 28 November 2016.


Japan has suffered a bad karma for being USA staunch ally.

Japan has shot itself in its own foot by being USA staunch ally.

Firstly, Trump had slapped Japan PM right in the face by announcing the termination of TPP after he's in office even after Japan PM visited Trump.

Secondly, Russia will be deploying new missiles near Japan and there is nothing Japan can do about it. http://indianexpress.com/article/world/world-news/japan-protests-russia-missile-deployment-on-disputed-islands-4394955/

Thirdly, Vietnam is trying to appease China by terminating a Japanese nuclear project.  http://www.bestchinanews.com/International/3183.html

Will Malaysia award the HSR project to Japan or China? Let's see.

Will SG face the same predicament too?  Let's see.

Every country is trying to get distance itself from USA and get cozy with China.  Just look at latin America countries! See what Peru and Chile are doing with China!

How did analysts and news media get the stock market so wrong with Trump's win?

http://www.marketwatch.com/story/the-stock-market-could-crash-if-donald-trump-is-elected-2016-10-31

http://fortune.com/2016/11/08/donald-trump-stocks-crash

Many analysts and news media predicted stock market crashes when Trump was elected president.  However, there was only a knee jerk reaction and the stock markets became euphoria with Trump being the president.

How did they get it so WRONG?

Well, either they were so biased and wanted to spread fears or they analysed the situation from only 1 single angle (uncertainty with Trump).  Nonetheless, they were dead wrong about the outcome.

Let's analyse the economic situation from a more objective perspective so that we can all understand the bullishness of the stock markets.

GDP = G + I + C + Nx (X-M)

Trump is a protectionist and will spend on local infrastructures (G).  This will improve employments and increase GDP since G is part of it.  The anticipated interest rate increase has caused funds (I) to flow back to USA which can be seen from USD appreciation.  Therefore, investments (I) have increased which will boost GDP since I is part of it.  Consumer consumption takes up more than 2/3 of USA GDP and consumerism will increase with better employment.  Although TPP will be terminated when Trump takes office, he is proposing bilateral trade agreements (Nx) with other countries instead of multi-lateral.  This will put USA in good stead as bilateral talks will give USA supreme bargaining power against other countries since it is the world's largest economy.  The new bilateral FTAs will have more economic benefits than TPP for USA and boost net exports (Nx).

Thus, stock markets have been trending upwards after Trump's win.  Japan stock market also benefitted a lot after Trump's win because of USD appreciation.  USD appreciation causes yen devaluation which will boost Japan's exports.