Tag: Investment
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
Slice of P.I.E 