Boat Quay, Singapore, a very old kind of logistics long before there was ever a tech company in the Straits Times Index

Property stock replaced by the first tech company in the Straits Times Index

Posted Leave a commentPosted in News

Last month, the Hang Seng index made the historic move of replacing Cathay Pacific with a mainland Chinese company, as part of the longer-term trend of Greater China integration in the index.  At that time, I pointed out that Singapore Airlines’s position in the Straits Times index was far more secure, but today we see […]

A Critical Look at Critical Illness Insurance: Is It Worth It?

Posted Leave a commentPosted in Uncategorized

Most critical illness insurance policies (also known as “dread disease insurance”) I’ve seen before have looked like a pretty bad deal when I add them up and compare them with alternatives.  These are a few things I often find unattractive about them: They are often sold, not bought or sought. They are often sold on […]

Top 35 Singapore Real Estate Investment Trusts (S-REITs) as of 2017Q3

Posted Leave a commentPosted in Investing, Lists

Continuing the series of lists of real estate investment trusts, here are the 35 largest Singapore S-REITs by Market cap as of August 2017 with links to data on WSJ.com: WSJ Name Sector Market Cap SG/XSES/A17U Ascendas Real Estate Investment Trust Industrial/Office $7,840,000,000 SG/XSES/C38U CapitaLand Mall Trust Retail $7,200,000,000 SG/XSES/C61U CapitaLand Commercial Trust Industrial/Office $5,360,000,000 […]

Book Event "The Singapore Blue Chips" in Hong Kong on Wednesday, August 2nd 2017

Posted Leave a commentPosted in Books, Events

My friend and colleague Umesh Desai, author of “The Singapore Blue Chips: The Rewards & Risks of Investing in Singapore’s Largest Corporations” will be presenting his book in Central, Hong Kong next Wednesday on August 2nd, 2017 at 4:30pm.  I have written a brief book review earlier describing it as an easy, modular read on […]

Presenting Day 1-2 of 4-day CFA Singapore's Equity Investing Workshops on Top-Down, Quant Strategies and Techniques

Posted Leave a commentPosted in Education, Events

This week, Tariq Dennison is presenting the first two days of CFA Singapore’s Equity Investing Workshops, focusing on top-down, quantitative strategies and techniques. Anand Batepati will be presenting days 3 and 4, using case studies to practice deep dive fundamental analysis on special situations in global stock markets. Feel free to contact us through the […]

I'm back in Singapore 15-19 May, message if you have time to meet

Posted Leave a commentPosted in News

I’m back in Singapore this week presenting the first two days of the Equity Investing Workshops at CFA Singapore.  I’ll be covering top-down portfolio construction, ETFs, how to evaluate mutual funds and hedge funds, and finish off with a concise introduction to options and capital structure before handing off to Anand for the 2nd half […]

Brief Book Review of "The Singapore Blue Chips" by Vijayaraghavan and Desai

Posted 1 CommentPosted in Books

My friend Umesh Desai recently gave me a signed copy of his book “Singapore Blue Chips: The Rewards and Risks of Investing in Singapore’s Largest Corporates”, which he co-authored with Nandini Vijayaraghavan.  It is available from both the publisher and Amazon. The book is an easy, modular read with each chapter providing a concise history […]

How to best convert and transfer large amounts of money across currencies at low cost

Posted Leave a commentPosted in Personal finance, Saving

One situation I’m glad to be able to frequently help with, which can often save thousands of dollars, is how to covert relatively large amounts of money from Hong Kong or Singapore back home.  If the money doesn’t need to be moved over as quickly as a relatively expensive wire transfer or remittance service might […]

Performance of the GFM Singapore 20 vs the Straits Times Index Tracker Fund 2016

Posted Leave a commentPosted in Investing

In Hong Kong, we aim to outperform the Hang Seng index through a proprietary selection of stocks we believe are higher quality and/or better valued than the market-cap weighting of the 50 stocks of the index, and in most cases in Hong Kong we also try and avoid low-float companies.  For the 12 months ending […]