Alpha Edge Investing

"Investors operate with limited funds and limited intelligence, they don’t need to know everything. As long as they understand better than others, they have an edge.” – George Soros

Category: Research – Fixed Income/ Bonds

DBS: China Credit – Watching rising suspensions of mortgage servicing

Research - Equities

Edge: Fitch downgrades Lippo Malls Indonesia Retail Trust to ‘B’ from ‘B+’

Earnings Updates/ Corporate Actions

Eastspring Investment: 2022 Mid-Year Outlook – Inflation. Recession. Geopolitics. Do investors need a different playbook?

Research - Equities

PhillipCapital: ESR-LOGOS REIT Credits

Research - Fixed Income/ Bonds

DBS: US Credit: Rising market dysfunction in US IG market

Research - Fixed Income/ Bonds

iFAST: A Singapore Saver’s Guide To Better Savings And Deposits

Research - Fixed Income/ Bonds

JPM: Mid-Year Investment Outlook 2022 – Assessing recession risk

Research - Equities

DBS: CIO Insights 3Q22 – Rising Above Inflation

Research - Equities

Edge: Look to health, tech, infrastructure and clean energy as volatility remains: Pictet

News

OCBC prices $500 mil worth of perpetual capital securities with 3.90% coupon

Earnings Updates/ Corporate Actions

PhillipCapital: Astrea 7 Bonds

Research - Fixed Income/ Bonds

PIMCO: Late?Cycle Strategies

Research - Equities

MS: 4 Fixed-Income Opportunities Despite Economic Uncertainty

Research - Fixed Income/ Bonds

iFAST: China’s 27%-yielding property bonds are set for a better year. Here’s an ETF that can benefit.

Research - Fixed Income/ Bonds

iFAST: Singapore Airlines announces 7Y USD notes at CT7 + 210bps IPG

Research - Fixed Income/ Bonds

Manulife Investment Management: From moderate policy tightening to easing – China bond market continues to provide opportunities

Research - Fixed Income/ Bonds

Manulife Investment Management: 2022 outlook series – Asian Fixed Income

Research - Fixed Income/ Bonds

iFAST: Macao gaming law revisions and the impact on gaming bonds in Macao

Research - Fixed Income/ Bonds

The opportunity in Asian HY Bonds today!

My Opinions/ Views

iFAST: Cathay Pacific still navigating through dark clouds

Research - Fixed Income/ Bonds

MS: India – Primed for Bond Index Debut

Research - Fixed Income/ Bonds

UOBAM: Bond Investors – The Evergrande and Fantasia Crisis Calls For Caution Not Capitulation

Research - Fixed Income/ Bonds

iFAST: Fund Friday – Are Asian High Yield Bonds Still Worth Investing In?

Research - Fixed Income/ Bonds

Phillip Capital: SG Bonds Weekly

Research - Fixed Income/ Bonds

Fidelity International: Benefits of Bond Fund

Research - Fixed Income/ Bonds