Category: SRS Fund
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Worst Investment Ever
I made this investment at the stage when the biggest mainland property firm China Evergrande defaulted on its offshore debt. From then on the property sector took a dive bringing many property related companies stock to new lows. Sensing an opportunity I did some research and zoom in on this company called Sunac.
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The Banking Crisis
What a difference a month make. This March we watch the banking crisis unfolded as something finally broke after long periods of interest rate increases. Both the casualties Silicon Valley Bank SVB and Credit Suisse are not technically close but their shareholders had been truly wiped out without a doubt. With this turn of event…
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The Invisible Hand
February is the month the Singapore national budget is tabled, discussed and debated. It totalled over more than a $100b of spending including in defence, healthcare, education and more. Using a population of about 5 million, the spending works out to be a cool sum of $20,000 per head for the year.
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Changing My Mind
Well I need to really walk back on my words with this update. As in my previous post I mention it will not be meaningful to track the SRS Fund on a monthly basis.
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The SRS Fund Dec 2022 Update
While reviewing on the topic to share the year, all the stars seems to align and invariably point back to this recent memo by Howard Marks.
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The SRS Fund Nov 2022 Update
Does low interest rates cause inflation or inflation brings about higher interest rates?
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The SRS Fund Oct 2022 Update
The SRS fund is constructed base with a focus on financial and real estate sector using a diversified portfolio of stocks with good long term fundamentals.
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The SRS Fund Sep 2022 Update
Cash is often much under appreciated in the topic of investment. However one should carefully consider cash as an integral part of your portfolio management.
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The SRS Fund Aug 2022 Update
While I have suggested the possibility of longer term inflation over the past couple of months I still found it rather surprising when our Prime Minster announced that the era of decade old low inflation has ended in his National Day Rally speech.
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The SRS Fund Jul 2022 Update
The month of July shows the unpredictability of the stock market as hope and optimism rally against the mounting evidence of sustain high inflation, much much higher interest rates, quantitative tightening and geo political instability.
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