Kenanga Global Unicorn 2 (Q1 2024)
Official update from Kenanga & the private equity fund manager, Ericsenz Capital. Summary: Nothing much changed from the previous update; the Q&A though from timestamp 24:13 is the part you want
Investment
Sticky Inflation, War Escalation & Fed’s ‘Higher for Longer’
What Happened US Central Bank (Federal Reserve) kept interest rate unchanged in their recent 20 Mar FOMC meeting. Moreover: Inflation Projections: Revised upwards from 2.4% to 2.6%. Meaning: Inflation is higher than
Inflation Progress, Stock’s No Bubble but expect a ‘Pullback’ & China’s bottom
🔥 The recently released US CPI inflation report shows that inflation is rising faster than expected. This has important implications for the Federal Reserve and its decisions on interest rates.
Kenanga Global Unicorn 2 (Q4 2023) + Frontier Fund
Official update from Kenanga & the private equity fund manager, Ericsenz Capital. View this on desktop PC, otherwise you may have problems viewing the embedded PDFs below. Last update here Nov 2023 For
Stock Markets & Global Economy Confidence Level so Far 2024
Data & analysis released so far that answers your questions below. Are we positive 2024 is going to be better & safer than 2023 & 2022 for the stock market? ✔️Yes,
What Mr Market Wants vs What Mr Market Needs to Avoid
This month's update - we are covering what will central banks do in 2024. The truth is that we are at central banks’ mercy, especially US central banks – Federal Reserve.
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
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