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…
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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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What I Learned Investing and Making 11% Profit on Teo Seng Capital
Why did the chicken cross the road? Becaaauuuusseeee If you read that and laugh, well, I did too. Shame on us for being easy. You see, in January 2024, I came across an interesting investment prospect called Teo Seng Capital. The company distributes and sells chicken, eggs and chicken feed in Malaysia. TLDR: I decided…
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Fresh Off the Oven – Merry Christmas
Christmas cheer is here, and so is Mariah Carey’s annoying song that won’t stop playing in my head. “All I want for Christmas is you” At this point, all I want is for that song to stop. But the show must go on. So is this newsletter. This week, we are changing things up a…
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Fresh Off the Oven – Learning About Japan’s Property Investment Strategy
I did read some interesting this week. It was about how some big boys of finance were buying up all sorts of Japanese companies for their properties. Did I read that correctly? No, not their fundamentals, not their potential outlook for the future, but properties. More specifically, properties that they own from way back in…
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Here are the 5 Malaysian Telecom Companies I am Looking At
I have previously written that the telecommunication sector is at a sweet spot of being undervalued and has a high forecasted earnings growth rate in Malaysia. Now, I am looking at the specific companies that fit this criteria. Here is the stock screener that I used from investing.com to screen for the companies in the telecom sector How I…
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Fresh Off the Oven – Taking a Look at China
I am not going to lie. I used to cover China’s economy and stock market extensively in my old job as an economist. But I got sick of it. Not because I was not interested in doing the analysis. I loved being an economist and stock market analyst. But corporate just sucks, and that’s it.…
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Fresh Off the Oven – Taking a Good Look at Malaysia’s Market
Source: Unsplash One thing caught my eye this week. And no, it’s not a pretty girl. I am a married man. One wife is enough. The FBMKLCI (Malaysia market) is still trading at only around 1,600 levels. And it has been so for the past few weeks. If you have been reading some of the…
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How to Identify Winners from Budget 2025
Winner, winner, chicken dinner. Or as the industry said, pick winners. But I am not doing that. Many research houses did that for Malaysia Budget 2025 when I highlighted what they said here. Instead, I will outline the research process, theory and practical application of reliably identifying companies that could gain or lose from the…
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5 US Companies that I am Looking at For Rate Cuts
Source: Unsplash Researching and writing about companies is a strange one. Many expect people to pick stocks for them. But I don’t believe in that. I believe that it’s easier and better to do your research on them. What I will do here is outline the research process I take to identify stocks that are…
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Fresh Off the Oven (13 Sep – 20 Sep)
50, the magic number! The Federal Reserve pulled a 50 bps rate cut on everyone. And it has been glorious for markets and investors. This week, we are covering the impact of the 50 bps rate cut on the US, Chinese and Malaysian markets and taking a look at the economic news coming out. Are…
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Cutting into the Crust Newsletter (13th September 2024)
If you are having problems identifying which companies to research and invest in, you have come to the right place. Cutting to the Crust newsletter is a comprehensive newsletter on the 4 to 5 companies from the U.S., China, Malaysia and other countries that have either performed mightily well from last week or are in the…
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Cutting the Crust Newsletter (19 Aug – 23 Aug)
If you are having problems identifying which companies to research and invest in, you have come to the right place. Cutting to the Crust newsletter is a comprehensive newsletter on the 4 to 5 companies from the U.S., China, Malaysia and other countries that have performed mightily well from last week. Every week, we will…
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Fresh off the Oven
This is a free version of the newsletter, subscribe to our paid Substack for more in-depth content like these. Hi all, this week (19 Aug – 23 Aug), we have a lot of things in store for you. First and foremost, the Federal Reserve has just announced that it will be looking to cut interest…
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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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US trying to ban China Chips again!
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. “Don’t friend you anymore” I think that describes the relationship between the United States and China in the past few years. The US is at it again. It’s planning to restrict the access of AI memory chips and equipment to China again,…
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Fitch Gave a BBB+ Rating to Malaysia
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. BBB+. Malaysia’s report card according to Fitch. Remember when your parents used to collect your report cards? All governments have something similar also. Three rating agencies (Fitch, S&P, and Moody) assign a grade according to the country’s ability to repay their borrowings…
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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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What? I Actually Made 27% Profits from Kossan Industries in 2.5 Years
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. Share Price Gain: +14.2% (RM2.74 / RM2.40) Total Dividend Since 2021: RM0.305 per share Dividend Yield: +12.7% (divided by RM2.40) Total Profit: +27% Is this 2020? Am I dreaming? I just managed to exit my investments in Kossan Industries. For those of…
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Mixue, Guming, and ChaPanda – The Bubbling of Bubble Teas in China?
If you like this content, consider subscribing to the website, or follow my LinkedIn and Medium. Mixue, Guming and ChaPanda sitting on a tree … K I S S — MAKING MONEY! There are new titans on the prowl. And they come in bubble tea sizes. Mixue, Guming and ChaPanda are either listed or are applying for listing…
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