Category: Uncategorized
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The US Current Account Deficit – Is it China’s fault?
The current account or trade balance, a touchy subject for the US for a long time. As usual with numerous presidents before Trump, Trump blames current account surplus countries like China, Germany and many developing countries for America’s current account deficit which Jeffrey Sachs described Here. The main points Jeffrey Sachs…
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Genting Malaysia Berhad – Should you Invest?
Hi, guys. Been wanting to do this for quite some time now, a simple company analysis for ordinary investors out there. A bit of background on me, I graduated with a degree in economics and mathematics and worked for a sovereign wealth fund before for a year. I do want…
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Why Ali Baba chose Malaysia over Singapore? – A Political Perspective
I am sure everyone has heard about the relationship Jack Ma has with the Malaysian government. He is the digital adviser to Malaysia’s digital economy and has signed an MoU with the Chinese and Malaysia government to connect e-hubs under the Electronic World Trade Platform. The reason I am writing…
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Development and Corruption in Asia – An Unusual Relationship
Cover Image from “Global Research” I have to admit, this is not an easy issue to research or talk about. I have been reading a book titled “Political Business in East Asia” edited by Edmund Terence Gomez, and it basically turned my understanding on economic development/growth and corruption upside down,…
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China’s Fixed Exchange Rate – How does PBOC Maintain it?
An article emerged recently from Bloomberg which you can find here which talks about the rising outflows of yuan from China. As you may have heard, China is actually trying to “internationalise” its Yuan, meaning to make it comparable to the currency big boys like the USD, EURO and Yen as…
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The Implications and Rationale of a Negative Rate Policy, A Consumption Point of View
I have recently read 2 interesting posts on negative rates by Stiglitz and Bernanke . Basically, they are trying to assess the impact and effectiveness of central banks pushing down rates to negative territories. Stiglitz seems to think that it’s not going to be that impactful considering the fact that real interest rates are…
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Stocks and Oil Prices
I have recently read an excellent post by Ben Bernanke about stocks and oil prices, which can be found here . Basically, Bernanke is trying to explain the positive correlation between stocks and oil prices recently, which normally is not the case. As oil prices hit the $30 a barrel level, stocks…
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The Chinese Migration into Malaya in the 19th century
In view of the recent Chinese New Year celebrations, I thought it will be appropriate to write a bit on the history of the Chinese population in Malaysia specifically the Chinese migration into Malaya in the 19th century. Below is a summary version of a paper I have written previously…
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Why the Phoenix Suns need its Fast Break and 3PT Shooting no matter what, a Linear Regression Analysis
Phoenix Suns, home of the 7 seconds or less offense. Over the years, basketball fans all over the world have been treated to the up tempo offense, pioneered by Mike D’Antoni. This offense would not have been possible without some of the talents on the roster. Steve Nash, a pass…
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Why Bank Negara Malaysia should just let the ringgit do its thing – to float freely (Part 3)
In part 2, I wrote about how BNM ultimately will hit the trilemma wall if it decides to “control” the ringgit. In part 3, I will write about what the exchange rate means to Malaysia and how it does not reflect fully the state of the economy. This is entirely…
Slice of P.I.E 