Wednesday 5 February 2014

Back lane restaurant

A "restaurant" along the back lane of residential homes.  No real name except locals call it "bee hoon lala@bukit beruang", in Malacca town.  

Good food but lots of mosquitoes. Cost RM20 to RM40 per head. I had one of my dinners over the Chinese New Year here. 






Wednesday 29 January 2014

Where is the stock market heading?

The following forms part of the series on The Edge 1,000th issue special report on The State of the nation.

Is the stock market overvalued?
What will drive up the market?
Where will corporate earnings be heading?

   

When will interest rates rise?

Please refer to yesterday's blog. This forms part of the series on The Edge 1,000th issue special report on The State of the nation.

On one hand, the US Federal Reserves is tapering its quantitative easing (QE), resulting in reduced liquidity.  On the other hand, they are holding short term interest rates low. This has resulted in the steepening of the yield curve.

What will happen? When will US short term rates go up?  And what will happen to the interest rates and exchange rates of the Emerging Countries, including Malaysia, as a result of this? 

Tuesday 28 January 2014

The Edge's Special Report on The State of the nation

The coming week will be The Edge 1,000th issue. It will be available from Thursday, 30 January 2014.  In it will be a special report on The State of the nation, including the economic and stockmarket outlook for 2014.

We will highlight a number of interesting observations in this blog, which will be answered in the special report of The Edge.




   

Why is US growth not translating to higher exports  for Emerging Countries, as it did in the past? What are the implications?