We bought mildly into CIMB and Maybank as we like its value now. Especially CIMB and many thoughts it is link to previous government. If you look at the major share holders. It is too a people bank now. Great value and we will continue nibbling in the market as we think bargain started emerged.

Even if at RM 1 trillion, that’s about USD 250 Billions. If you would know the ranking of national debt of worldwide countries. Malaysia still far away to be top 10 in term of amount and GDP percentage. Buy on value. It is opportunity.

Of course you must spend within your capacity. Do some shopping that long overdue and it is your nessecity even better.

If you want to make it better. Invest into business but not just buy stock. Create strong internal demand that ultimately improve tax collection. Everything is a cycle. If anything you can do to immediately help up he economy is to spend!!

I think this quarter will spark some movement in 4th quarter. Retail will definitely do well till last quarter but especially 3rd quarter.

I just read DBS expected RM to be 4.2 against USD by year end. I have copied the link in this DBS forecast of RM by year end. Days before KLSE opened. A number of analyst expected many results turned out to be wrong. But they still in the job. The greatest leakage on earth is the pay to all these so call analysts sometimes can be coordinated with speculator and real forecast but base on no ground.

This is the first time in history. I think the appointment of Minister is based on merit though in an limited resource for elected MPs. Where Lim as Minister of Finance will change the core accounting of the country as the most appropriate appointment. Mat Sabu and Muhyiddin also appointed nicely within their capacity.

Particular the council of elders. With lot of experience from different era and areas. This is one of the most powerful economic council that I believe is highly beneficial to Malaysia.

With this, I would personally raise Ringgit target to RM 3.50 vs 1 USD and KLCI to reach 2,000 in next 12 months. Even could be end of the year of 2018.

I cannot understand most analysts that short fall of their view but still in the work. KLSE will be holding well. If TNB drop to RM 8, don’t you think Malaysian does not have enough money to buy bargains? I believe our market will be holding well even short term uncertainty.

I think is only minor and can be only few days. As I mentioned before, capitalist will only look at the bottom line. On the other hand, if a better government to govern the country. A better business environment can lead to even a better bottom line. Remember Trump effect? The market dropped only a while and push it to record high. Who knows and I will buy modestly into the market.

If you understand the capitalist world. All are coming from the angle of profiting. If the market is with good value and potential. In mid to long term the market will always adjust itself. No matter who will win Malaysia is still a market full of potential.

The master development plan for both zones are encouraging. I see a of activities ahead that will definitely spur economy growth. How much and how extensive are just statistics.

I personally may think of investing into a Golf Villas while waiting for the growth. One of the key eye catching project of Iskandar Forest City. Fringe Villas with just 2000 over sf is my preference. Just good enough for a family short stay. Play a round of golf and drop by Singapore for another weekend with kids.

Investing into lifestyle while enjoying return of capital or even Homestay in luxurious form may generate good return.