Tag: Economics
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Why We Need to Embrace an Aging World — the Case of Singapore
This newsletter first appeared on my main LinkedIn channel. Subscribe now! Singapore is rapidly aging but there are some trends that investors can think about. Here are the basic statistics that you should know about Singapore’s ageing demographics: 1 in 5 Singaporeans are now above 65 in 2023, compared to…
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Targeted Social Assistance: Why I Think Governments Get it Wrong
This newsletter first appeared on my main LinkedIn channel. Subscribe now! “It needs to be targeted”, “It must only benefit the poor”. I don’t disagree but that is leading most governments down the rabbit hole of targeted social assistance that doesn’t work. I think many governments including policymakers are confused.…
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On the Ground: Southeast Asia Stocks Hammered Hard
This newsletter first appeared on my main LinkedIn channel. Subscribe now! U.S.: Energy and Consumer Discretionary Stocks Down Energy (-5.0%), consumer discretionary (-4.9%), healthcare (-4.6%) and real estate (-4.0%) sectors led the decline in the market for October. The most obvious reason for the decline in energy stocks is related to…
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Why Malaysia’s Low September Inflation is Important for Markets
This was the lowest in 2 years. Malaysia’s September 2023 inflation came in at 1.9% compared to the market forecast of 2.2%. 2.0% is considered the ‘normal’ level for Malaysia, as historically, Malaysia has averaged that rate. Markets were relatively flat, with the FBM KLCI declining slightly by 0.3% on…
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I am a City Boy with No Knowledge or Experience in Rural Living, But Here’s My Analysis and Opinion of Rural Economies
Let me get this out of the way. I live in Ampang in Selangor, at the heart of Klang Valley. I was born and bred there, and my wife is from Sarawak. Growing up in the city, I didn’t have much exposure to non-city living, until I went to Bario…
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Is China Entering a Lost Decade Like Japan? The Answer is Complicated (An In-Depth Look)
China, the land of dragons,Rising above the skies,The mandate from heaven,Rests on the laps of,A young communist dynasty,But can it be reborn, a phoenix,Or head towards the ashes. The economic harbingers of doom come for China. “China is heading towards a lost decade like Japan”, “The downfall of China”, “Population…
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The Dicey Business of Antitrust Suits Against Monopolies – Why You Should Care
Absolute power corrupts,And absolutely,Absolute size exploits,And continuously. The Federal Trade Commission (FTC) intends to sue, and the claimant is Amazon. The reason – Amazon seems to have used competitors’ data on its platform to create products that compete with them, and also favours its products over others. This constitutes unfair…
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Here’s why rice prices are skyrocketing in Malaysia.
Written by Jake Lim Chia Hoong Alright, listen. I love rice. Always have, probably always will, and I’m willing to bet a lot of Malaysians are the same way. But the thing is, there’s a shortage of that starchy goodness in the country right now, which naturally raises a couple…
Slice of P.I.E 