Tag: Investment
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Bad News Means Higher Stock Markets
My Thoughts for the Week As the holiday season gets underway, investors are feeling a tad optimistic but also cashing out some of their riskier investments. The consensus is that the U.S. Federal Reserve will not let the stock market tank and will cut interest rates. I agree also, as…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
Slice of P.I.E 