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Tuesday, 25 July 2023

Quality: The Good versus Bad Billionaires

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The Good versus Bad Billionaires Good billionaires emerge outside "rent-seeking industries."   Common rent-seeking industries ar...

China's historical debt binge

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September 2008, pre-Lehman Brothers bankruptcy In September 2008, China's economy was slowing.   The Shanghai stock market had just cras...

How Paying Off Debt Pays Off

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Before 2000 Before 2000, many emerging countries had never seen a period of real financial stability or a healthy credit boom.    Inflation...

Debt Mania and Debt Phobia

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Debts owed by nations Every new crisis seemed to hatch a new way of thinking about debt , depending on who is lending, who is borrowing, fo...
Monday, 24 July 2023

Political revolt and Food prices

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There is never one cause of a political revolt, but food prices have played a role in many.   Consumer prices have been intimately connecte...

High inflation for consumer prices is almost always a threat to growth but deflation is not.

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For the eight centuries beginning in 1210 , the world's average annual inflation rate was only 1%, according to the Global Financial Da...
Sunday, 23 July 2023

How to identify potentially threatening asset price bubbles?

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In a globalized world, with few barriers to capital flows, investors around the world can bid up prices for stocks, bonds and real estate in...

Growing threat of Asset bubbles

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Globalization Rising global competition and the emergence of independent central banks have helped countries contain consumer prices.   But ...

Understanding Real Inflation Threats

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When may inflation be too high? These are still very useful averages as benchmarks for judging when inflation may be too high: Any emerging...
Wednesday, 19 July 2023

Successful Nations Invest Heavily and Wisely

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The most basic formula in economics GDP is the sum of spending by consumers and government plus investment and net exports. GDP = (C+G) + (I...
Tuesday, 18 July 2023

Capital flows in a Globalized World

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Countries need foreign currency to pay their import bills.    They can obtain these from: - foreign bank loans, - foreign purchases of stoc...

How to read Money Flows: Study the Balance of Payments, especially the Current Account

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Money flows If the currency feels cheap and the economy is healthy , bargain hunters will pour money in it. If the currency feels cheap but...
Monday, 17 July 2023

"In valuing currencies, nothing works." Why "FEEL" is the Best Measure.

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Formal measures of valuing currencies are open to manipulation by politicians The more formal measures are open to manipulation by politicia...

Is a strong currency a sign of a strong economy? Are we overlooking the risks of a strong currency?

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1.   If currency starts appreciating too fast , foreigners will start buying local stocks or bonds not because they believe in the economy...
Sunday, 11 June 2023

Berkshire Tops Morningstar List of Blue-Chip Stocks

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Berkshire Tops Morningstar List of Blue-Chip Stocks Warren Buffett's Berkshire Hathaway has generated an annualized return of 11.33% ove...
Wednesday, 31 May 2023

In Malaysia, you just need RM2.2m in wealth to join top ‘one-percenter’ club unlike Singapore’s RM16.1m

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Publish date: Tue, 30 May 2023, 07:31 PM KUALA LUMPUR, May 30 — How much do you need to be in the top 1 per cent of your country’s populatio...
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Friday, 26 May 2023

PRESS RELEASE BY PUBLIC BANK BERHAD FIRST QUARTER 2023 FINANCIAL PERFORMANCE

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PUBLIC BANK GROUP ACHIEVED PRE-TAX PROFIT OF RM2.21 BILLION FOR THE FIRST QUARTER OF 2023 For the first quarter ended 31 March 2023, the Pub...
Thursday, 25 May 2023

Malaysian Equity Market

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 Equites The fortunes of a country’s equity or stock market are closely aligned with its economic well-being, and Malaysia is no exception. ...
Wednesday, 24 May 2023

Most stocks end up losing you money. So what’s a stock-market investor to do?

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Most stocks end up losing you money. So what’s a stock-market investor to do? May 21, 2023  By Brett Arends If you’re going to try to retire...

Industry outlook – Malaysian property sector

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Industry outlook – Malaysian property sector The property market recorded an increase in 2022 supported by a better performance in all secto...