Recently, the financial markets have been turbulent, and the Malaysian stock market has not been immune, falling into a downward trend.
As of March 12, 2025, the FTSE Bursa Malaysia KLCI fell 2.32% to 1,484.83 points, reaching its lowest level since the end of January last year. However, in my view, this is likely just a temporary storm, with a clear logical thread behind it.
I. Let's first discuss the chain reaction caused b...

As a pillar of Malaysia’s financial system, MAYBANK delivered a ​**"steady yet progressive"**​ performance in 2024. While its core businesses demonstrated strong risk-resilience, the costs associated with digital transformation and regional expansion strategies became increasingly evident. We present a balanced framework for investors by analyzing both operational highlights and underlying risks.
​I. Traditional...

I. Building a Moat on the Liability Side
In the face of generally narrowing net interest margins in Southeast Asian banking, Public Bank's 5.1% growth in net interest income demonstrates unique resilience.
The core secret lies in the hybrid model of "community banking + intelligent transformation" - by deeply binding stable customer groups such as civil servants and teachers, the proportion of low-cost deposits has long been a...

Driven by Elon Musk's close relationship with Trump and the potential benefits of deregulation, Tesla's stock price soared after the 2024 election, with an increase of over 85% since November 5, 2024. Tesla's innovative business and stock performance are remarkable, but the debate among investors regarding Tesla's high valuation has never ceased. In addition to the favorable outcome of Trump's election victory, the...

OOXY.US expects to release its third quarter 2024 financial report after the market closes on November 12, 2024, Eastern Time. As a leading global energy company, OXY's performance in the oil and gas industry has been highly anticipated. In 2024, OXY further consolidated its position in the Permian Basin through a series of strategic measures, such as the $12 billion acquisition of CrownRock wi...

Risk warning:
The market carries risks, and investment should be approached with caution. The views and logic of Stanley Druckenmiller only represent his personal experience and market perspectives. Investors should engage in independent thinking and risk assessment when making investment decisions.
     
Tangen:
Hello everyone, I am Nicolai Tangen, CEO of Norway's Southern Wealth Fund. Today, I am here to talk to...

Looking back to 2016, Donald Trump’s first election was like a stone thrown into a lake, quickly igniting the market’s enthusiasm for the “re-inflation trade.” At that time, the U.S. dollar index and U.S. Treasury yields rose in tandem, reflecting the market's optimistic expectations for future economic recovery and rising inflation. This period, referred to as “Trump Trade 1.0,” was driven by a series of expansionary policy proposals aime...

On November 7, Eastern Time, the Federal Reserve held its November FOMC meeting as scheduled and announced a reduction in the target range for the federal funds rate to 4.5%-4.75%. This decision was not unexpected, as the market widely anticipated a 25 basis point rate cut at this meeting. The Fed's next meeting is planned for December 18, 2024, and investors are closely watching the future direction o...

In the early hours of November 6, Eastern Time, former U.S. President and Republican candidate Donald Trump announced his victory in the 2024 presidential election.
For investors, Trump's return to the White House will trigger a series of policy changes, creating abundant investment opportunities. Based on Trump's core governance principles, we have carefully selected a range of...