In-the-Know: Goodbye 2021 but not to Covid19
Unlike fund managers or unit trust agent, I don't do any window dressing; I'd call a spade, a spade - it has been a roller-coaster end to a turbulent year,
2021
In-the-Know: US vs China vs M’sia
US Market getting higher, can still buy meh? China & Hong Kong Market have plunged since 2 months ago, is that a better buy? At the same time, M'sia market is
Protected: Kenanga Global Unicorn 1 & 2 updates (Oct 21)
skip this if you did not invest into these private equity investments but if you're curious, email me for the password. Have further questions on the below? You know how to
In-the-Know: Evergrande contagion and irrational inflation fears
Core message this month: STOP Freaking OUT about inflation. Don't fall into the trap thinking the whole market will get wrecked by persistent inflation. There are sectors hidden in plain sight
Important! Medical insurance repricing…
...due to the pandemic. Read this recent newspiece and then watch the explanation video on how it can negatively impact your policy sustainability and premiums going forward Click to Enlarge Example of
In-the-Know: Market Reversal & Foreign Inflows
Hope seen returning to Bursa M'sia but looks like it is short lived. Too much money in the global financial system chasing too few good returns means we got to
Protected: Kenanga Global Unicorn 1 & 2 updates (Aug 21)
You can safely skip this if you do not have this private equity investments in your portfolio, otherwise if you have further questions after reading the below, you know how
In-the-Know: Is CHINA still investable?
Even though your investment stance happen to be anti-China, watch this to understand how government policies affect your short term portfolio returns, aside from national interests, data security and social
In-the-Know: Earth Quake! (but we’re ‘Floating’ so…)
When China (crackdown) sneezes, markets catch the flu, also it is important to understand why political uncertainty in Malaysia does not and will not affect your investment portfolio (only if
Protected: RHB Pre IPO & Special Situation Fund 2 & 3 updates [Aug 21]
Head of private equity fund manager - Dr Harrison giving his updates; Fund 2 update starts at 0:00 while Fund 3 update starts at 23.50 Part 1: The Main Update Part 2:
In-the-Know: Anywhere else also Better than M’sia
Where the BIG MONEY is moving globally, and are we positioned to be in alignment of this? This is the GIST of this month investment update. . . ... ....
Stock Picking & Asset Allocation
Most retail investors focus too much on stock picking while they should focus on asset allocation instead. Why? Because one is a zero sum game, while the other is not.
Highest return sectors (1973 to 2020)
Schroder came out an analysis, ranking how well each sector had beaten inflation rate (3% pa) for the past 50 years - this will be something to consider when you
Another Black Swan incident!
Not, it's not cryptocurrency-related, although your portfolio likely 'ter-invest' into a crypto-currency platform when Cathie Wood bought Coinbase shares on its IPO debut. Coinbase is the first pure-play crypto trading
45%/year return (2016-2020) + The Mistakes I made
MUST KNOW: Forbes Investing Person of the Year & Bloomberg Stock Picker returned 45% per year for the past 5 years. Also, The Mistakes I Make (and don't Make) in Investment"Is CF
RHB Pre IPO & Special Situation Fund 2 & 3 updates
Head of private equity fund manager - Dr Harrison giving his updates; these are the highlights How fund maturity extension has actually increased the return (IRR)Uber exit: How profit from Uber
Oh boy…EPF i-Sinar is getting out of hand…
How Free-for-All EPF Withdrawal (i-Sinar) can affect you …in terms of future EPF dividend returns ….even if you don’t need to withdraw a single cent from your EPF account 1 (aka not
The Flawless Execution of Market Timing
Trust me, this month's update is JUICY, don't skip the 25 min commentary below. Economy ESG vaccine to any crisis (EPF Why short squeezing M'sia stocks isn't easy Wall street getting into bitcoin? M'sia Debt