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SPAC indigestion in the US, and Asia on the march

Tellimer Research Nirgunan Tiruchelvam @ Tellimer Research
Nirgunan Tiruchelvam @
Tellimer Research
28 February 2021

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Paul Chew 7 January 2021
Latest articles in Singapore

SPAC indigestion in the US, and Asia on the march

Special purpose acquisition companies or SPACs are founded with the sole aim of raising money in public markets to acquire an existing company. At this rate, the number of SPACs issued in 2021 will dwarf the record 2020 figure by a factor of five. Wh...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 February 2021
SPAC indigestion in the US, and Asia on the march
SPAC indigestion in the US, and Asia on the march

Singapore’s manufacturing surpasses forecasts again in January

HigherAnother upside manufacturing surprise ... January turned out to be the third consecutive month that Singapore’s industrial production growth surprised on the upside. December growth was revised higher to 16.2% YoY from the initial reading of 14...
ING Think
ING Think 26 February 2021
Singapore’s manufacturing surpasses forecasts again in January
Singapore’s manufacturing surpasses forecasts again in January

Asia-Pacific not immune to Treasury rout

Years ago, and I am literally talking decades here, a colleague recommended an article called something like, "Everything you need to know about markets". The key message I took from it was this, the US treasury market accounts for about 80% of the v...
ING Think
ING Think 25 February 2021
Asia-Pacific not immune to Treasury rout
Asia-Pacific not immune to Treasury rout

Singapore Green Plan 2030 – Important steps towards a sustainable future

In its fiscal response to the Covid-19 crisis in 2020, we noted that the Singapore government’s support measures were light on stimulus that could be described as environmentally oriented, or put it another way, “Green”. There is, however, clearly a...
ING Think
ING Think 23 February 2021
Singapore Green Plan 2030 – Important steps towards a sustainable future
Singapore Green Plan 2030 – Important steps towards a sustainable future

Rock, scissors, taper

A horse walks into a pub... Don't you just love central banks? Knightley's forecasts partly stem from the looming pick up in US inflation due over the middle of 2021, but also the fact that US households are sitting on unprecedented piles of liquid c...
ING Think
ING Think 27 January 2021
Rock, scissors, taper
Rock, scissors, taper

China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain

These military manoeuvres occur in the context of recent diplomatic (eg Hong Kong opposition resignation, Taiwan invited to Biden inauguration) and rhetorical jabs (eg Xi Jinping at virtual Davos, Antony Blinken at his secretary of state confirmation...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 January 2021
China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain
China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain