I see your portfolio is Gold heavy, any reason for doing so?

No US allocation?

seriously ??!!

cut rate is mere wishful thinking...

Apollo Ang...if you look at our household debt you would think twice to even move the interest rate.

agree

well said wies...

why 3. Malaysia also may cut interest rate further.? why not increase rate?

Could you think of anyone that has the guts and intelligence to call for a reorganization of government employees? Otherwise, all these talks about household and national debts are mere academics. And we will still continue to be investing in GLCs, companies related to GLCs, companies benefitting from government policies. And oops, I mention government too many times.

chilling truth on the state of the nation ... healthcare and education may seem to be the only beneficiaries amidst the awry state.

hooray ...!!

workers in electronics industry rarely have union backing them...manpower lay off is also a common scene in this industry.

property counter and property price will enjoy this privilege.

I guess HSBC's main point is "According to HSBC, Malaysia will need additional funds of US$3 billion per year through 2030.", which will lead to the "Malaysia still attractive for infrastructure investment — HSBC" main title.
Question - what will happened if the government loans another $3bilUSD per year.

dude, post something significant, pls...i do mean pls...
i am no dampener, coz i've been reading most of the post here, know where you are heading and stuff, but you gotta take it up a notch if you want to be counted...which is your intent in the first place.

But but all analyst reports say it is underperforming, with TP very low leh....

kakakah...i like your comment Saturn...very true...

Mubarak and Ben Ali pile the same praise to their wives too...nothing wrong...

superlike this write-up....

It is rational to have a reward system, and also a punishment system. What if (some of) the assemblymen underperformed? Wait for 5yrs to be ousted by its constituents? Selangor state needs to come out with the mechanism.

Go look for Inari's factory and you will see why there is one single biggest customer, and the proximity of Agilent.

i dont think so...

thanks @ kevin

what is the warrant conversion price? expiry date?

@ Hafiz...agreed. I bought in every 5.5% down.
Local funds are waiting the downgtrend to weed out the retailers, since they were left high and dry by the foreign funds during the last election. Most of the fund are not turning in as good result this quarter...pressure is on...
It is poker game from now on...it is anyone's guess how long this trend will play out. (provided Bank Negara does not intercept by utilizing our huge foreign reserve)

@Hafiz...no signs of EPF or the local fund supporting the market. Still spiralling :(

http://www.bfm.my/podcast.html
it is free.

overstated success...did little to probe the facts of success, reasons and whys...poor journalism work...

More and more MNC setting up plants on Penang island?
Penang Island property driven by land scarcity?
Penang properties driven by the foreigners and rich locals?
Very funny remarks...

very good article

ivory will plunge tomorrow ??

@kulimchan, this is no political forum, you are at the wrong place...(turn and look back, you will see land)...

@hoohaa, very well said...

But the major shareholders are MCA ex-top-dogs I heard...fundamentally it is a great company...

Durian, where do you get this info from? Is it proprietary?

thanks TanKW...my IE problem actually :)

I could not see where the audio file is attached, whether in i3investor or or Bill's blog. It has been like that since Feb'13. Any idea anyone? Software problem?