Residential Properties are losing its appeal as investment assets. Today, a Property is seen merely as an asset used to hedge against inflation, just like gold and foreign currency. In the latest Residential Property Price Survey (Q2 2024) issued by the Central Bank, the Residential Property Price Index (IHPR) slowed down to 1,76% (YoY), and the ...
Read MoreThere have been talks of setting up a scheme that encourages the establishment of Family Offices in the country. A Family Office is essentially an entity that manages the family’s wealth accumulated from its main business(es). Typically, the money is invested in financial products directly or indirectly (e.g. hedge funds, private equities). Globally, Family Offices are dominating ...
Read MoreWhat appeared to be temporary macroeconomic condition previously; now is more likely to be permanent as evident by high inflation and high interest rate. Households are saving less, but they are not necessarily spending more in terms of quantity. There is no better time than revisiting whole portfolio and reshuffling to adjust to the new environment. Risk ...
Read MoreSome Companies hold cash reserves higher than their market caps. Some of these Stocks are rarely heard of. Why is this the case? No Dividends. Most of these Companies do not pay dividends. If any, very little compared to their accumulated profits. Low Stock Liquidity. Without liquidity, there is limited number of Investors willing to invest in. In ...
Read MoreInvesting in the Stock Market is not a rocket science. Yet, achieving success is not as simple as using rigid rules / guidelines. Some of these commonly believed guidelines do not always hold true. 1. Stocks with PBV less than 1(one) will eventually climb back up. Not necessary, for several reasons: The intangible asset (e.g. goodwill) is ...
Read MoreYear 2024 started with high hopes on economic recovery. Inflation seemed to be contained, and rate cuts were on horizon. Months later, the hope is fading away. Now, there is more pessimism than optimism. Inflation Risk Strong jobs data, coupled with geopolitical risk, are keeping the inflation at top range target of 2,5+1% (i.e. 3,05% YoY in March ...
Read MoreThe market is swamped with nickel supply. The price has dropped by nearly half since the start of 2023, although it rebounds little bit lately. source: trading economics.com How do we even get here in the first place? New Projects In 2021, the country already has 37% share of nickel mine production globally. By 2027 the market share will ...
Read MoreIn a slow economy, Investors tend to put their money more into fixed income assets such as deposits or fixed-interest bonds. Yet, putting all eggs into one or two baskets come with their own risks. Low-risk deposits do not mean risk-free. Which is why for some Investors, diversification by maintaining their position in the Stock Market ...
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