2023 Wrapped + Expectations for 2024 👇
There are many ever-moving parts of the world economy and is not so easy to understand. But I will summarize what to expect 1-2 years from here so you add this
2023
Kenanga Global Unicorn 2 (Nov 23) + Frontier Fund
The decision to extend the fund maturity is a strategic response to the current market environment, according to the private equity fund manager, Ericsenz Capital. PE fund manager answers your most
Will the Economy Continue to Recover or Worsen from HERE?
I want to bring you up to speed on this: 'when will the economy recover?'... ...so you can make better portfolio decisions going forward, taking into account recent events &
the Economy is Entering Uncharted Territorities
Uncharted territory [definition]: refer literally to places not yet explored, but it can also be used figuratively to refer to unfamiliar situations. To understand investment direction, there's no avoiding looking at what's
Kenanga Global Unicorn 2 (Sept 23)
Summary: The PE fund experienced a challenging period in 2022 caused by market volatility due to high inflation, geopolitical uncertainties, and central banks tightening policies. Both public and private markets, particularly
Pivotal Events this Month
26 July 2023 - Although US central bank (the Fed) never committed to it, the 0.25% hike could be the last or second last, as we near the end of the most
The Biggest Economic Crossroads this year
The economy is now at a turning point and something very important happened this month. Â Inflation cooled to 3 % in June over the year. Rising at the slowest annual rate
Economic indicators cautiously pointing to the right direction
US Federal Reserve kept interest rates unchanged for the first time since March 2022 after it embarked on its fastest monetary policy tightening in 40 years. red: now & blue (right to left):
June 14 – Turning Point
US April CPI inflation report showed that headline inflation was at 4.9 %. It ticked down a little bit from 5.0 %. Core inflation came in at 5.5 %. If you
Kenanga Global Unicorn 2 & Frontier Fund updates (Apr 23)
Summary: Fund managers are still holding onto the now-public-shares of the companies after they went IPO since last year (lock in period is in effect). However, markets had been in
Contradicting Data, Ambiguous Outlook but this is the Best Way Forward so far
It was recently revealed that US Federal Reserve wanted to hike interest rates by 0.5% in Mar 2023; they chickened out and settled at 0.25% because US regional banks were
Protected: RHB Pre IPO & Special Situation Fund 3 updates [Mar 23]
Summary sheet Download PDF Mar 2023
Banks Collapse, then Bailout 👇
Silicon Valley Bank (SVB), publicly-listed as the 16th largest in US went down overnight. Act 1 SVB is a bank catered for tech startups to park their Venture Capital (VC) money. Between
Incoming: Fed Pivot Delayed, Resurgence of Inflation (explained inside) 👇
Last month, I gave you heads up on 2 things that will ‘spoil’ the predicted sequence of events leading to the Fed Pivot: From then until now, the whole situation has
Market Prediction Part 2 (what we can see so far)
We are now one step closer in the 1-2-3 sequence of events (as explained in my Jan 23 update). The markets also reacted to it The next meetings happens on 22
Protected: Kenanga Global Unicorn 2 updates (Dec 22)
Have further questions on the below? You know how to reach me. View this on desktop PC, otherwise you may have problems viewing the embedded PDFs below. Last update here on
Market Prediction (what we can see so far)
I'll bring you up to speed on what to expect so far this year. They kept interest rates at 0.125% throughout 2020-2021 until they realized inflation was NOT transitory. In fact, what