Truths Half Truths & Deceptions


Budget 2017 The Evolution Of Market Rescue Funds

Some of you may still remember that in 2015 the PM launched ValueCap in an attempt to stabilize the market, emulating the moves of some Asian Governments to intervene in the equity markets. As a recap, this popped up last year when the defunct ValueCap was brought back to life with its 3 (shell-shocked) shareholders - PNB, Kazanah and EPF - star...

Value Investing Put To The Test

Are these awards for 'best in class' useful for identifying future winners? End of the day, regardless of whether a company delivers the best revenue growth, returns on assets, pays the highest dividends etc, for investors, the returns on investments matter the most. The winners of The Focus 'Best Under Billion' Awards - for small and mid cap st...

Market Risks - Reversion To The Mean Versus Asset Allocation

Two interesting views on what do you do about asset allocation in the current investment climate. See how El-Erian views differ from Howard Mark. I agree with Marks on Being too early, or late is the same as being wrong. El-Erian Warns Of "Enormous Risk In Public Markets... Better Seller Of Stocks Than Buyer" by Tyler Durden Oct 20, 2016 ...

MyEG A Rental King In The Making

MyEG Services Bhd (0138) jumped up to an all time high of RM2.52 yesterday with some impressive buying.  This offers the best explanation. An update on its foreign workers housing rental division. Its ability to monopolize and monetize assets. Its ability to bundle services and cross sell products and services is quite unparalleled.   

USD MYR Bonds Headwinds

Here we go again. Same subject of foreign holdings of Malaysian and Corporate Bonds. Repatriation thumping the Ringgit. Ringgit at RM4.50 maybe RM5.00. The play is buy the Gainers and sell the losers.  This time, a good or bad point made depending on how one looks at the situation. Despite the recovery in crude oil prices, the Ringgit is not str...

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