M-REITS appear to be in negative correlation with 10Y MGS. As MGS yield rises, investors demand higher distribution yield on … More
Tag: yield
Narrowing Yield Tells A Different Story
The month of November saw a huge drop in global equity markets. For Malaysia’s KLCI, the index approaches its year … More
Rising US Rates
Newsflash US 10-year yield jumps to a fresh 7-year high after unemployment rate falls to lowest in 49 years Job … More
Time To Buy Gold?
Personally (strictly my very own opinion) – NO for two reasons Reason 1 – Technically Bearish Current price trades below 3 … More
Malaysia: What Is Happening Now? (May 2018)
As we wait for the post-GE14 dust to settle, the FBMKLCI is currently in a range-bound position (i.e “directionless”): Whilst … More
Opportunity Cost Matters
I would like to share the following quote: How irrational it may be, a market may remain “elevated” for a … More
How low, how high?
In spite of impending yield increase, the recent ‘debasement’ (or correction) of USD continues to puzzle. Common sense seems to … More
Yield Divergence & US Dollars Debasement
Are we finally seeing the debasement of US dollars?
Indonesia: Yield & Stock Market
Indonesia – a truly beautiful country. Indonesia’s stock market is even more beautiful, rising more than 4.7x since 2008: There … More
Yield Differential (Update: August 2017)
In this brief posting, I am going to take a quick look at the yield differential between Earnings Yield of … More