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Is that so? The whole of Indo China is now under communist control. There was a lot of talk abt the domino theory. But if one were to look at the actual happenings, there appeared no communist overruning the rest of SEA at all. Maybe, Sukarno might have fallen if not for his timely downfall. But where else in SEA was threatened?
Luzern ( Date: 24-Sep-2018 11:00) Posted:
Base on the primary reason for the Vietnam war, the US is victorious.......... the rest of South East Asia are protected. They only lost the former French Colonies. 
Qanghoo ( Date: 24-Sep-2018 10:56) Posted:
| That makes it more stupid. I am well aware of the underlying reasons for the viet war anyway. |
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Base on the primary reason for the Vietnam war, the US is victorious.......... the rest of South East Asia are protected. They only lost the former French Colonies.
Qanghoo ( Date: 24-Sep-2018 10:56) Posted:
That makes it more stupid. I am well aware of the underlying reasons for the viet war anyway.
Luzern ( Date: 24-Sep-2018 10:53) Posted:
Its not so stupid if one is to look at the bigger picture. And if one were to examine the reason for the Vietnam War.
But the point here is, the writer is hinting at a scenario of this being a pro-long trade war....the effect of which will not go away anytime soon |
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That makes it more stupid. I am well aware of the underlying reasons for the viet war anyway.
Luzern ( Date: 24-Sep-2018 10:53) Posted:
Its not so stupid if one is to look at the bigger picture. And if one were to examine the reason for the Vietnam War.
But the point here is, the writer is hinting at a scenario of this being a pro-long trade war....the effect of which will not go away anytime soon.
Qanghoo ( Date: 24-Sep-2018 10:44) Posted:
| This is a real stupid one. N by the way, the vietnam war ended with the north conquering the south n thus unifying the country under communist rule n with the communists turning the south' s capital Saigon into HCMC. The stupid ang mohs played into the north' s hands. If this is also gonna happen in rubber duckie' s adventure, then america will kena jialat2 again. |
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If the 200B and 60B tariffs gets implemented at 12.01pm (Singapore time)....... then we probably is seeing the end of this technical rebounce......especially for Banks.
IMO, DYODD
Its not so stupid if one is to look at the bigger picture. And if one were to examine the reason for the Vietnam War.
But the point here is, the writer is hinting at a scenario of this being a pro-long trade war....the effect of which will not go away anytime soon.
Qanghoo ( Date: 24-Sep-2018 10:44) Posted:
This is a real stupid one. N by the way, the vietnam war ended with the north conquering the south n thus unifying the country under communist rule n with the communists turning the south' s capital Saigon into HCMC. The stupid ang mohs played into the north' s hands. If this is also gonna happen in rubber duckie' s adventure, then america will kena jialat2 again.
Luzern ( Date: 24-Sep-2018 10:26) Posted:
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This is a real stupid one. N by the way, the vietnam war ended with the north conquering the south n thus unifying the country under communist rule n with the communists turning the south' s capital Saigon into HCMC. The stupid ang mohs played into the north' s hands. If this is also gonna happen in rubber duckie' s adventure, then america will kena jialat2 again.
Luzern ( Date: 24-Sep-2018 10:26) Posted:
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https://www.scmp.com/business/money/article/2165391/will-us-china-trade-war-quagmire-take-long-vietnam-war-untangle
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Will the US-China trade war quagmire take as long as the Vietnam war to untangle?
The Vietnam war, fought over nearly two decades from 1955 to 1975, took four US presidents to untangle. Let&rsquo s hope this unwinnable trade war will not take as long
PUBLISHED : Monday, 24 September, 2018, 9:01am
UPDATED : Monday, 24 September, 2018, 9:23am
The man we should know about with regards to the US-China Trade Negotiation............ This will not end easy for the Chinese (IMO)
https://www.bloomberg.com/news/articles/2018-09-20/the-tough-negotiator-turning-trump-s-trade-bluster-into-reality
The Tough Negotiator Turning Trump&rsquo s Trade Bluster Into Reality
Unbelieveable......UOB coming up to my firing target price.......keke.........
DBS.......High stake gamble in Chian in the middle of a expected to be pro-longed trade dispute with US......I sure hope they do their due, due diligent when lending out money......else NPL is going to hit them hard a few qtrs down the road. IMO.
Luzern ( Date: 21-Sep-2018 11:50) Posted:
| for UOB.......i am looking at 27.00 and 27.30 for short opportunity. IMO DYODD. |
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https://www.bloomberg.com/news/articles/2018-09-23/dbs-sets-its-sights-on-china-for-debt-capital-markets-push
DBS Sets Its Sights on China for Debt Capital Markets Push
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Three-member team in Beijing, Shanghai to focus on origination
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Providing transparency, follow-up disclosures is priority: Lee
http://www.bloomberg.com/news/articles/2018-09-23/from-japan-to-india-why-investors-shun-asia-s-banking-shares
From Japan to India, Why Investors Shun Asia' s Banking Shares
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There& rsquo s little hope for margin expansion in Japan, Korea banks
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China faces trade war and slowdown, India bad-debt issue
Risk is rising that all of imports from China could be hit with US tariffs, Goldman Sachs says
- Goldman Sachs said the odds of the US imposing tariffs on all Chinese imports were 60 percent as trade tensions between the two countries escalate.
- That could bolster inflation as prices rise, the bank added.
Bloomberg News
https://www.bloomberg.com/news/articles/2018-09-23/china-looks-to-influence-iowa-in-trade-war-over-trump-tariffs?srnd=premium-asia
China Looks to Influence Iowa in Trade War Over Trump Tariffs
Ya lor. So, won' t be full revenue inflow right?
shangli ( Date: 21-Sep-2018 19:21) Posted:
It will definitely affect alll parties but to what extent it&rsquo s affected we have yet to see. It&rsquo s a problem but it&rsquo s not a big big problem as everyone thought
Qanghoo ( Date: 21-Sep-2018 18:38) Posted:
| So, rubber duckie' s spraying of the tarriff machine gun is abt revenue maximisation? Tarriffs go up, both sides no impact on cunsumption? Then, why is every one warning abt slowing down of global economic growth |
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It will definitely affect alll parties but to what extent it&rsquo s affected we have yet to see. It&rsquo s a problem but it&rsquo s not a big big problem as everyone thought
Qanghoo ( Date: 21-Sep-2018 18:38) Posted:
So, rubber duckie' s spraying of the tarriff machine gun is abt revenue maximisation? Tarriffs go up, both sides no impact on cunsumption? Then, why is every one warning abt slowing down of global economic growth?
shangli ( Date: 21-Sep-2018 17:08) Posted:
| even 50B, it' s just a fraction of u.s. gnp, or just 0.25% of u.s. gnp, market was over reacted and soon they wiill realize is not a big problem, it' s just a skirmis |
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So, rubber duckie' s spraying of the tarriff machine gun is abt revenue maximisation? Tarriffs go up, both sides no impact on cunsumption? Then, why is every one warning abt slowing down of global economic growth?
shangli ( Date: 21-Sep-2018 17:08) Posted:
even 50B, it' s just a fraction of u.s. gnp, or just 0.25% of u.s. gnp, market was over reacted and soon they wiill realize is not a big problem, it' s just a skirmish
Luzern ( Date: 21-Sep-2018 17:03) Posted:
As a CEO of a bank, I expect his maths to be better......
(50B x 25%) + (200B x 10%) = ? .......this is the lower range
(50B x 25%) + (200B x 25%) = ? .......this is the upper range (comes Jan 1st 2019)
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even 50B, it' s just a fraction of u.s. gnp, or just 0.25% of u.s. gnp, market was over reacted and soon they wiill realize is not a big problem, it' s just a skirmish
Luzern ( Date: 21-Sep-2018 17:03) Posted:
As a CEO of a bank, I expect his maths to be better......
(50B x 25%) + (200B x 10%) = ? .......this is the lower range
(50B x 25%) + (200B x 25%) = ? .......this is the upper range (comes Jan 1st 2019)
shangli ( Date: 21-Sep-2018 16:59) Posted:
there' s no more big bad news for time being, market already digest all the bad of trade war, the conclusion is market will keep trending up.
actually trade war we are talking about 20-30 billion levies, what is this compare to u.s. 20 trillion gnp? this was what goldman sach ceo opine |
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As a CEO of a bank, I expect his maths to be better......
(50B x 25%) + (200B x 10%) = ? .......this is the lower range
(50B x 25%) + (200B x 25%) = ? .......this is the upper range (comes Jan 1st 2019)
shangli ( Date: 21-Sep-2018 16:59) Posted:
there' s no more big bad news for time being, market already digest all the bad of trade war, the conclusion is market will keep trending up.
actually trade war we are talking about 20-30 billion levies, what is this compare to u.s. 20 trillion gnp? this was what goldman sach ceo opined
Luzern ( Date: 21-Sep-2018 16:52) Posted:
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there' s no more big bad news for time being, market already digest all the bad of trade war, the conclusion is market will keep trending up.
actually trade war we are talking about 20-30 billion levies, what is this compare to u.s. 20 trillion gnp? this was what goldman sach ceo opined
Luzern ( Date: 21-Sep-2018 16:52) Posted:
It can go either way
shangli ( Date: 21-Sep-2018 16:50) Posted:
better take profits, else next week dbs gap up 40 cents again  |
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It can go either way
shangli ( Date: 21-Sep-2018 16:50) Posted:
better take profits, else next week dbs gap up 40 cents again
Luzern ( Date: 21-Sep-2018 16:42) Posted:
| 20 more mins to decide whether to hold my positions over the weekend........ greed and fear coming into play........... so i will go for the usual.....take some profit and tabao the rest. |
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