Truths Half Truths & Deceptions

Dystopian

AirAsia and CIMB on the Open-House Visits

The wheels of capitalism is once again creaking proving the old adage that you can't really separate business from politics or vice versa. I take the view, a less harsh one at that, all those heated words and damning of the 'economic dogs of cronyism' following PH's victory at GE14 would eventually be forgotten if not forgiven.   I once worked ...

Trump Gets Rebuked At Home

If you are playing the top-down strategy in managing cash to exposure in the market, worried about Trump rampaging and all, you may want to take note of this baby-step move in the US Senate to counter Trump's so far unfettered rights to bash one country after another. Citing 'National Security', Trump has been on a rampage attacking even its (US...

Another Way To Look At Impact Of Trade War

Here is one way of cutting out all the noise about this trade war and the impact on China. https://www.theglobaleconomy.com/rankings/Exports/ Take a close look at this simple measure of 'exports of goods and services as a percentage of GDP'.  The higher the percentage the more painful it gets in the event of a crimp on global growth for a countr...

TopGlove Turns Nasty Shreds Love Letter

Top Glove's (7113) suit against Aspion Capital et al is a puzzling one. Citing the irregularities in inventories is one thing but demanding that Aspion repay (literally) RM715m based solely on the interim report by independent auditors it appointed is bizarre.  Based on market chatter, however, here are some interesting details about the deal th...

Tenaga ICPT Intact

Gobind Singh's first reformative policy as the new Minister of Communication and Multimedia was in his words 'double broadband speed at half the price'. The impact on TM et al was immediate and painful albeit we are seeing a recovery of sorts this week for TM. So, will Ms Yeo follow her colleague and give Tenaga a huge electric shock? Will the n...

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