Trump Called Jerome a ‘Numbskull’ (Fresh Off the Oven Newsletter)
It’s good to be back after a holiday. This week, I have a lot in store for you. Meme Comic to Send You Economics At Your Fingertips China Inflation Is China in a Japan-like Lost Decade? It certainly looks like so. Inflation for May 2025 is at -0.1%, the same as in April 2025. Deflation is China’s…
Keep readingFresh Off the Oven Newsletter – Wiped Out by Trump Recession?
It’s the mother of all days. Happy Mother’s Day! Well, it’s the time of the year when everything from roses to cards costs an arm and a leg. But then, many women are opting not to be mothers these days. Interestingly enough, one fellow from King’s College London is blaming phones for why women don’t…
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Fresh Off the Oven – Foxconn on its Quest for World Domination
Remember this movie? Terminator in the 1980s and 1990s. Arnold Schwarzenegger was pumping lead from his shotgun into the many robots sent from the future. You see, in the future, Skynet (a sentient AI program) launched nuclear warheads to destroy human civilisations as a counteract against human attempts to shut it down. While that certainly…
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Fresh Off the Oven – End-Year 2024 Review
No, not that kind of bang that you see in Hollywood racy series. More like this one. 2024 has been a great year for investments in general. Bitcoin hits the US$100,000 market because of Trump. Nvidia surpassed Apple as the biggest company in the world in terms of market capitalisation. Squid Game got a season…
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Fresh Off the Oven – Trump Trumps Kamala
Source: Curious Earth Well, Trump has won. What now? The U.S. markets seemed to sigh a relief as it was within expectations. After all, Biden’s approval rating plummeted halfway into his presidency and reached a low of 38% recently. The S&P 500 rose by 4.6% to end last week at 5,995. Of note, the consumer…
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Fresh Off the Oven (21–25 Oct) — Was the Budget 2025 Good for Malaysia?
It’s been a week since Malaysia’s Budget 2025. As the dust settles more comfortably on the floor, I want to take a deeper look at the performance of the Malaysian market and its sectors. Disclaimer: This is not investment or financial advice. This is meant for educational purposes and we take no responsibility for anyone’s…
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Fresh Off the Oven (14–18 Oct) — Can Malaysia Stock Market Regain 1,700?
Always the eternal optimist. The Budget 2025 has just concluded. And there is one big fat elephant in the room. Can the FBMKLCI regain 1,700 by the end of the year? Prime Minister Anwar Ibrahim seems to think so as he blows his foreign investment horn loudly by declaring that it has attracted more than…
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Fresh Off the Oven (7 – 11 Oct) – Did China just Crash Again?
Uncle Pooh be bringing us in a merry-go-round I still remember a fond memory of taking the merry-go-round with my parents in a fair in town. I was young, still clinging on to the sleeves of my mom. But as I ascended to the top, the lights flickered first into the corners of my eye,…
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Fresh Off the Oven Newsletter (30 Sep – 4 Oct)
Even Tupac has his eyes on China now. The Chinese markets rose to greater heights. The Hang Seng China Enterprise Index (HSCEI) gained 12% for the week to 8,156 as investors piled on into the market following bold actions taken by the Chinese central bank. Last week, I published a full article on the effectiveness of…
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A Deep-Dive Into 99 Speed Mart
99 Speed Mart was listed on 9 September and the share price soared by 16%. It is Malaysia’s biggest mini-mart player, and investors are excited about investing in it. It is currently up by 16% from its listing price of RM1.65. I didn’t want to cover 99 before this as I think it is still in the…
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Fresh Off the Oven Newsletter (9 Sep – 13 Sep)
Hi all, I have been missing for 2 weeks. But for a good reason! How I intend to entertain my daughter at night “I AM BATMAN, NANANAANNAANA” I just welcomed my first child – a beloved daughter. And who cares about the markets and economies when you have that little bundle of joy? I am…
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The Fed Official’s Speeches and Statements for Early August 2024
I don’t envy the Federal Reserve’s (Fed) job. Last week, 4 Fed officials talked about their view on reducing interest rates in the coming months. And let me tell you, it’s not easy to interpret most of their speeches and statements. It goes to show that managing monetary policy is not a walk in the…
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Trump Wants to ‘Have a Say’ on the Fed’s Monetary Policy
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. There’s nothing more Trump-like than saying, “Hello, I am the President. I got power. Lots of it. And I will tell the Fed what to do with its monetary policy”. But that’s exactly what Donald Trump did. There is a high chance…
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Fresh Off the Oven Newsletter (5 Aug — 9 Aug)
Hi all, welcome to this week’s Fresh Off The Oven (FOTO) newsletter where we talk everything about economies and markets around the world. This is for the week of 5 August – 9 August. This is a free version of the newsletter. Consider subscribing to our paid Substack for the full content on this. Markets…
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Japanese Stock Markets Finally Fall
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. This is a free version of the article. Subscribe to our Substack for the full version of this and for more in-depth analysis of economies and markets around the world. Fortunes have reversed in the Japanese stock market. And we all could…
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Fresh Off The Oven
Hi all, welcome to this week’s Fresh Off The Oven (FOTO) newsletter where we talk everything about economies and markets around the world. This is for the week of 29 July – 2 August. This is a free version of the newsletter. Consider subscribing to our paid Substack for the full content on this. Markets…
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Ocean Fresh IPO: Is the Ocean that Blue?
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. “Farm Fresh spin off its cow milk business to include sea cows too?” That was my first reaction when I read the headline on Ocean Fresh. Granted, I shouldn’t judge. But this is the third company that I have seen that has…
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Here Are the Reasons Why the KLCI Breached the 1,600 Level Halfway Through 2024.
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. At some point, the Malaysian market was called the sick man of Southeast Asia. The Ringgit was one of the worst-performing currencies in the region. The KLCI was underperforming compared to other stock markets in the region. At the beginning of the…
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We Nerded Out on Tomatoes and Here’s 7 Things to Know About Them
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. So, my wife loves tomatoes and eggs. And my mother-in-law would always shake her head when my wife asked for it. One day, she just went, “Why are tomatoes prices so expensive here in Miri? It’s bloody RM10 per kg. Kuala Lumpur…
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This is Malaysia’s First Publicly Listed Vegetable & Fruits Wholesale Company
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. Who is This Company? Farm Fres- Ahem, I mean Farm Price is the company behind this. It distributes and sells vegetables, fruits and other food products to Malaysia and other countries in the region. It was recently listed in the market and…
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