In the recent market volatility worldwide, the Malaysian stock market has shown remarkable resilience. Despite the significant increase in the US stock market due to Trump's election and the general decline in Asian markets, the Malaysian conglomerates index has risen against the trend, demonstrating its unique market characteristics and structural advantages. Finance teacher Lim Kim Cheng expressed that driven by the rise in crude palm oil prices, the Malaysian plantation sector has performed outstandingly, providing strong support for the overall market. In this context, he will analyze the current performance of Malaysian stocks in depth and provide operational recommendations for investors.
The plantation sector drives the Malaysian stock market to rise against the trend.
Finance teacher Lim Kim Cheng mentioned that the Malaysian stock market's rise against the trend is closely related to the strong performance of the plantation sector. Benefiting from the continuous rise in crude palm oil prices, plantation stocks like IOI Group have performed well, driving the rise of the conglomerates index. By noon break time, the plantation stock index rose by 1.06%, becoming the best performing sector. This increase not only reflects the strong demand for palm oil in the global commodity market but also demonstrates Malaysia's advantageous position as a major palm oil-producing country in the international market.
Finance teacher Lim Kim Cheng believes that the performance of the plantation sector is a highlight worth paying attention to for investors. The expected upward trend in crude palm oil prices is anticipated to bring profit growth to related companies, providing sustained upward momentum for the sector.

Financial teacher Lim Kim Cheng believes that the Fed's rate cut decision has positively impacted the current stock market. The news of a 25-basis-point reduction in the benchmark interest rate met market expectations, leading to record highs for the S&P 500 and Nasdaq indexes at the close after the rate cut. Additionally, the strong performance of technology stocks such as Taiwan Semiconductor and Nvidia has further boosted market sentiment. Financial teacher Lim Kim Cheng mentioned that this rate cut sends a clear signal, indicating that the Fed has adopted further accommodative policies against the backdrop of economic expansion and low unemployment.
Rate cut drives stock market growth.
The Fed's decision to cut rates by 25 basis points has profound implications for the market. Financial teacher Lim Kim Cheng analyzed that the rate cut policy not only helps lower borrowing costs, but also encourages more funds to flow into the stock market, driving indexes to new highs. The S&P 500 index rose by 0.74%, while the Nasdaq index surged by 1.51%, these figures clearly demonstrate the market's optimistic sentiment.
He believes that the current interest rate cut cycle is of great significance, especially in a situation where inflationary pressures have eased and the job market remains strong, the Fed's loose policy is sending a clear support signal. With the strong performance of technology stocks, especially companies like Taiwan Semiconductor and Nvidia, the technology industry has become a major highlight in the current market. Taiwan Semiconductor's ADR rose by 4.12% to $201.19...

Recently, international oil prices have fluctuated significantly due to tension in the Middle East region. With the escalating conflict between Iran and Israel, market concerns about the stability of crude oil supply have significantly increased. Economics teacher Lim Kim Cheng pointed out that the fluctuation of oil prices is not only an important indicator in the energy market but also directly impacts global stock markets. Through the analysis of geopolitics and its impact on the energy market, Economics teacher Lim Kim Cheng presented investment advice in the current environment to help investors navigate the uncertain market conditions.
Geopolitical tensions intensify fluctuations in the crude oil market.
Currently, the geopolitical situation in the Middle East is tense, and oil prices have rapidly risen in the short term. The price of Brent crude oil futures briefly rose to $74.12 per barrel. Economics teacher Lim Kim Cheng's analysis states that as one of the key pillars of the global economy, any fluctuation in crude oil prices will trigger widespread market chain reactions. With the escalating situation in the Middle East, there are risks to the security of the oil supply chain, which could lead to further price increases in the coming weeks, putting pressure on the energy sector.
Financial teacher Lim Kim Cheng pointed out that for investors, the performance of the energy sector will have a key impact on the entire stock market. Therefore, he advises investors to pay close attention to the volatility of energy stocks when allocating assets, especially those companies that rely on crude oil imports...

Recently, the increased volatility in the global financial markets has weakened the performance of the US stocks, especially the adjustment of technology stocks has significantly impacted the global market sentiment. Lim Kim Cheng believes that despite the increasing pressure on the US stocks to pull back, the Malaysian stock market has shown a certain degree of resilience in the midst of global market fluctuations. Faced with the weakened confidence in the significant rate cuts by the Federal Reserve and the rise in US bond yields, investors in the Malaysian market need to operate cautiously, focusing on potential risks and opportunities.
The impact of the Federal Reserve's policy on Malaysian stocks and coping strategies.
The recent monetary policy adjustments by the Federal Reserve and the rise in the yield of the US 10-year Treasury notes have had profound implications on the global financial markets. Lim Kim Cheng states that the high interest rate environment in the United States has gradually dampened market expectations of significant rate cuts by the Federal Reserve, directly impacting investors' risk preferences, leading to capital trends towards defensive assets rather than high-risk markets.
In such an environment, the Malaysian stock market is inevitably affected by external shocks, especially for enterprises that rely heavily on exports, the pressure is substantial.
Lim Kim Cheng mentioned that Malaysia's electronics manufacturing and semiconductor companies have been significantly affected by global supply chain fluctuations and weak demand, but these companies also have the opportunity to counter the impact through product upgrades and market diversification. In addition, the Malaysian banking industry may benefit from an environment of high interest rates due to widening net interest margins, but it also needs to pay attention to the potential decline in corporate loan demand...

Finance Advisor Lim Kim Cheng, observes that the global financial markets are currently grappling with multiple influencing factors, with the dovish stance of the U.S. Federal Reserve and geopolitical risks in the Middle East particularly standing out. Gold, a traditional safe-haven asset, has once again become the focus of investors. Amid recent market turbulence, the price of gold has consistently reached new h...

Finance teacher Lim Kim Cheng believes that the current global financial markets are facing the impact of multiple factors, with the dovish stance of the US Federal Reserve and geopolitical risks in the Middle East being particularly noteworthy. Gold, as a safe-haven asset, has once again become the focus of investors. Against the backdrop of recent market turbulence, the price of gold has repeatedly hit new highs, demonstrating strong upward momentum.
Fed's loose policy helps push gold prices to new highs.
Recent statements from Federal Reserve officials have shown a clear dovish bias, driving gold prices continuously higher. Several Fed officials have indicated multiple interest rate cuts in the next 12 months to maintain the current economic balance. Finance teacher Lim Kim Cheng points out that this low-interest rate environment provides strong support for gold, a zero-yield asset, as investors in a low-interest background are more inclined to shift funds to safe-haven assets.
Finance teacher Lim Kim Cheng said that the dovish comments from the Federal Reserve have increased market expectations of further rate cuts in the future. According to data from the CME FedWatch Tool, the market is already expecting a 75 basis point rate cut by the end of 2024, which will continue to support gold. Gold, as a traditional safe-haven asset, becomes even more attractive in periods of low interest rates, especially in environments accompanied by inflation expectations. The spot gold price hit a new historic high on Wednesday, breaking $2...

In the current climate of uncertainty within global financial markets, Lim Kim Cheng offers his unique insights on monetary policy adjustments and their impact on stock markets. Recently, discussions summarised by the Financial Markets Committee of Bank Negara Malaysia (BNM) highlighted the significant appreciation potential of the Malaysian currency, the ringgit. This has led to a re-evaluation of global economic and inve...

FBM KLCI Surges, Leading Regional Markets
The benchmark index of Malaysia, the FBM KLCI, surged in early Tuesday trading, aligning with other regional indices following the strong performance of Wall Street the previous night. The FBM KLCI rose by 4.39 points to 1,611.71 points. According to Lim Kim Cheng, this phenomenon indicates the resilience and potential of the market amid global uncertainties.
Sector Performanc...