Politics & Business In Myanmar 2013

The phlegmatic government (you can try to get rid of the booger from your fingers but it just sticks around) of Myanmar just announced a shocking awardment of foreign telco licenses to build 4G networks in Myanmar. The winners of the 15 year concession were Telenor from Norway (DIGI...

Stocks To Watch

Some of you may wonder how is the Murasaki ts system doing. Our subscriber base has been growing  well. The early months were choppy as people did not fully understand how to use the system. Now we are getting back many of our trial users to our Masterclasses (which are free)....

Take Off The Collars

A fellow business blogger David Koay put this up his blog. Its a remarkable video. One that must be watched by all, especially our leaders. Even though I knew how the whole thing would turn out, it still made my eyes well up because it is so easy to have racism and discrimination instilled in us knowingly and unknowingly. Its powerful too. Kudos to...

Why Mining SPACs - Important

If you have listened to the S&M show you will have some idea of what I am talking about. The points I am trying to make:a) why all oil & gas SPACs, the SC is sending out the wrong signals, telling the markets that they only like oil & gas sectorb) the SC has to be careful...

Wednesday S&M Show Podcast

Why so many oil & gas SPACs, why not look at mining ...http://www.bfm.my/snm-show.htmlTopical song pick ... Lazy Ways, Hazy Days by 10cc from one of my top 3 favourite albums of all time "How Dare You". Go and google to find out why they chose the name 10...

Famous Eyeglasses - Artwork by Frederico Mauro

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Fischer On Market Sensibilities

Finally, someone who talks sense about the current turmoil in the markets. The markets should not behave like a petulant child when candies are taken away from them. One, you cannot live on liquidity pumping forever. Two, the withdrawal will only happens when the global economy is...

Murasaki Goes To Kuching

If you reside in Kuching or nearby, do call to sign up for a seat for our seminar this coming Monday. Seats are limit...

How To Do Your Own PSI Reading

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WTF Closing Was That??!!

The sharp divergence in nearly 10 stocks at market close on Friday had everyone cursing, bitching ... cause most did not profit from the trades. There are a few clarifications that are needed. What happened? Were they mistakes? Here is my view:a) Were they mistakes?No. They looked...

Thought For The Week

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Wednesday S&M Show Podcast

Chinese listed companies on Bursa ... Is there a problem?http://www.bfm.my/snm-show.htmlEnola Gay by OMD ... Orchestral Maneuveres In The D...

Ideal Jacobs, Revamped?

I gave this counter hell when it was listed because from day one when it went listed, the shares was up for only a brief moment and closed the day down. It went down for next subsequent days and weeks, the first IPO probably to see such a huge down performance non stop. Their lows...

Kini Biz Asked ...

"could Halim Saad have done it on his own?" ... in light of his lawsuit ....my take ... "Could George Bush Junior have done it on his own?...

Happy Fathers Day

My friend, Roger Wang, who also happens to be one of the country's finest guitarist ... has composed a lovely song for his daughter. Plus he sings, OMG ... that is so rare. The video sets with the lego pieces, must have been such a labour of love ... Wonderful Roger...This is the most important song I have ever written. It's also my first vocals...

Biz News Snippets Worth Following

I read, almost religiously, my favourite business magazines, in order of preference ... International Business Week, Fortune and Bloomberg Markets. I do read Forbes now and then but its such a slanted Republican thingee its like Harakah. I think to see how people from various sides...

Wednesday S&M Show Podcast

Share buybacks ... not all good.http://www.bfm.my/snm-show.htmlLibertango (I've Seen That Face Before) - Grace Jo...

Happy Father's Day - Let The Man Be The Man He Is

I never thought a simple posting like this could have struck so many chords. We all love our mums, and rightly mums get most of the accolade, Mother's Day is always bigger than Father's Day. This posting got xx FB likes, I still cannot believe so many felt the same way. Its like we are so connected in what's deepest in us. I may not know all my readers...

Have A Good Look At Cypark Resources

The market has been focused on oil & gas, marginal oilfields, Iskandar plays and even Penang's Second Bridge plays. Running out of ideas? So are the analysts. Still, there are gems to be found, and one of them is in Renewable Energy, Cypark Resources.Cypark Resources Berhad is...

Action, Reaction, Inaction ... Karmatic

This video is about an island in the ocean at 2000 km from any other coast line. Nobody lives, only birds and yet, you will not believe what you will see here.Please don't throw anything into the sea. Unbelievable, just look at the consequenc...

Asset Class Returns As At 31 May 2013

This is highly interesting. As a test, if you were looking at the table what could you say or what kind of observations could you make. Not trying to be an asshole or "guru" here, but if you are honest about your knowledge of markets, the ability to synthesize data and tell a story,...

Wednesday Podcast S&M Show

http://www.bfm.my/snm-show.htmlLong term investing vs short term ..... and Llorando by Rebekah del R...

The Fears Of The End Of Quant Easing

Markets everywhere have been shaken over the last two weeks. First was the correction in the Japanese equity markets. It has lost substantial ground over just the last couple of weeks. Next came the Bernanke's testimony which led all to conclude that QE would be ending soon. If...

My Life's Aphorisms

Readers of my blog will notice that I haven't been updating my blog lately ... usually I am pretty not that busy ... now I have to go to Singapore every week for a couple of days ... and then there are the many meetings that suddenly crop up and classes that I have to give for Murasaki ... blah blah ... I miss writing my blog, I love it because its...