Category: Uncategorized
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Japan’s Monetary Policy – Thoughts on Speech at BOJ by Ben Bernanke ( Part 2 )
Here is part 2 on the traditional central bank mechanisms and how it has evolved with the ongoing environment. Please find part 1 here “Although Japan’s economy is growing only slowly, that largely reflects longer-term forces, notably a shrinking labor force and slow productivity growth, factors which are not…
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Update on Kuala Lumpur Kepong – 12 July 2017
Update on KLK (SELL, TP: RM21.42) – Increase in TP from RM20.71 Its been a month since the first coverage of KLK here. This will be a monthly-ish update on KLK’s prospects and valuations, and frankly I find it challenging to analyse this company. On one hand, I am totally going…
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Japan’s Monetary Policy – Thoughts on Speech at BOJ by Ben Bernanke ( Part 1 )
Ben Bernanke, the former head of the Federal Reserve recently gave a talk/speech on Japanese Monetary Policy at the BOJ recently here. For those who do not know, I am a big economics nerd especially when it comes to monetary policy and I find this talk very interesting as I…
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Is Addressing Bilateral Trade Balances the Right Step to Improving Competitiveness?
I find myself thinking a lot on trade balances issues, its implications for a country’s consumption, export and import sectors. Martin Feldstein puts it nicely in this article here by saying “Politicians and economists view trade imbalances very differently. Economists emphasize that the total US trade deficit with the rest of the…
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To Raise or not to Raise – Central Bank’s Monetary Dilemma
Just wanted to highlight this article here by Reuters on the difficulties of being a central bank. As you all know, interest rates by historical standards are at an all time low all over the world now. This has raised concerns on over-inflated stock markets, excessive credit growth and asset…
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The Potential Implications of Trump’s USD1 trillion Infrastructure Fund on Malaysia – Capital Flows Perspective
How should we think about Trump’s USD1 trillion Infrastructure Fund
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The Socio-Political Relations of the Malaysian Monarchy and UMNO from the 1940s to 1950s
The Socio-Political Relations of the Malaysian Monarchy and UMNO from the 1940s to 1950s
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Update on Genting Malaysia Berhad – 21 June 2017
Maintain Genting Malaysia Berhad at Target Price of RM6.39
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Germany’s Current Account Balance – Another of Trump’s “Blame it on the unfair trade policies”
Trump has been blaming countries like China, Germany for its unfair trade practices when he should look at himself in the mirror
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Kuala Lumpur Kepong – Is it the Right Time to Take Some Profit off now?
Kuala Lumpur Kepong – Is it the Right Time to Take some Profit off now?
Slice of P.I.E 