| Author | Post |
|---|
Moolah
Forum Whacko
| Joined: | Sun Jul 9th, 2006 |
| Location: | Moo Moo Land |
| Posts: | 12813 |
| Status: |
Offline
|
| Mana: |   |
|
Posting #1: Fri Jun 13th, 2008 10:17 |
|
Just curious... anyone thinks that the current stock prices in the Bursa is low enough to invest?
care to share ur views?
____________________
|
random
Forum Addict
| Joined: | Tue Jun 19th, 2007 |
| Location: | |
| Posts: | 508 |
| Status: |
Offline
|
| Mana: |  |
|
Posting #2: Fri Jun 13th, 2008 11:09 |
|
Please say yes.. 
|
kokokai
Forum Novice
| Joined: | Sat Jun 14th, 2008 |
| Location: | |
| Posts: | 4 |
| Status: |
Offline
|
| Mana: | |
|
Posting #3: Sat Jun 14th, 2008 11:39 |
|
| The blogs below tell you about the possibility on second tsunami. Check them out!
____________________
I found a great blog on value investing. The author helps you to analyse your stocks.
http://boyboycute.wordpress.com
http://valueklse.blogspot.com
|
Moolah
Forum Whacko
| Joined: | Sun Jul 9th, 2006 |
| Location: | Moo Moo Land |
| Posts: | 12813 |
| Status: |
Offline
|
| Mana: | |
|
Posting #4: Mon Jun 16th, 2008 01:33 |
|
kokokai wrote: The blogs below tell you about the possibility on second tsunami. Check them out!
I do understand you own those blogs but I'm not sure what you want readers here to check out? Perhaps it would be nice if you could share your views and opinion here.
Asking readers to click to your blogs to read your views while not sharing your here is rather boring.
So what 2nd tsunami are you talking about and which was the first tsunami? Care to share your views?
____________________
|
Moolah
Forum Whacko
| Joined: | Sun Jul 9th, 2006 |
| Location: | Moo Moo Land |
| Posts: | 12813 |
| Status: |
Offline
|
| Mana: | |
|
Posting #5: Mon Jun 16th, 2008 01:34 |
|
random wrote: Please say yes..
Huh? Say yes to what???
Share your views mah... as host... perhaps we could get a good discussion here.
____________________
|
Moolah
Forum Whacko
| Joined: | Sun Jul 9th, 2006 |
| Location: | Moo Moo Land |
| Posts: | 12813 |
| Status: |
Offline
|
| Mana: | |
|
Posting #6: Mon Jun 16th, 2008 02:02 |
|
Do you folks reckon that INFLATION would be the biggest risk?
Here's a posting from BTimes
---------------
ADB sees inflation as biggest threat to region
By Chong Pooi Koon Published: 2008/06/16
WORLD ECONOMIC FORUM ON EAST ASIA
INFLATION is the biggest risk in Asia now and can derail the region's strong economic growth if steps are not taken to tame it, the Asian Development Bank (ADB) says.
Rajat M. Nag, managing director general of the Manila, Philippines-based ADB, said that inflation was the chief of three key threats Asia faced in the next few years, the others being inequality and infrastructure deficit.
He urged the governments of Asian countries to use fiscal and monetary policies to help curb inflation, including possibly raising the interest rates.
Nag also recommended that policymakers consider targeted cash support to help the poor hard hit by the escalating prices of food and fuel, instead of providing a general subsidy.
"Inflationary expectations are severe. Given the food and fuel price increases, it is important that those inflationary expectations be tamed so that it will not result in increase in demand for wages, which would then lead to a wage price spiral and you would get inflation almost infringed on the economy," Nag told reporters yesterday on the sidelines of the World Economic Forum on East Asia in Kuala Lumpur.
The ADB is now working to revise upwards its Asian inflation projection for 2008.
Its earlier forecast of 5.1 per cent, made as recently as April, was already the highest level in 10 years.
Meanwhile, the ADB estimates that the Asian economies will expand 8.7 per cent this year, the region's fastest growth in two decades.
"Asia has a good growth story and you need to tame the inflation now; otherwise, that growth will be endangered," Nag said.
He believes that raising key interest rates is part of the steps needed to fight inflation.
"Inflation is the worst form of taxation on the poor. It hurts the poor much more than the rich. That's why we have to focus on inflation. That's the number one concern for Asia now," he said.
Nag also said that removing fuel subsidies is inevitable as no fiscal budget can sustain the escalating costs in providing them. Asian governments should instead consider targeted cash support to help the poor and the near-poor as this is more effective in reducing poverty.
____________________
|
Moolah
Forum Whacko
| Joined: | Sun Jul 9th, 2006 |
| Location: | Moo Moo Land |
| Posts: | 12813 |
| Status: |
Offline
|
| Mana: | |
|
Posting #7: Mon Jun 16th, 2008 03:36 |
|
John Mauldin makes some light commentary on the Inflationary issue in Asia..
------------
Inflation in Asia and Europe
Countries throughout Asia would love to have a 4.2% inflation rate. Indonesia is at 10.4%, almost twice what they were a year ago. Vietnam would love to have such mild inflation, as its own level is up over 25%. Inflation in China is 8%. Inflation is up throughout the continent. And oil and food are the culprits.
Korea is particularly strained. Korea has seen its import prices rise by almost 45% in the last 12 months. Read this note from Stratfor:
"South Korea is among the most vulnerable of Asia's top economic players to global price increases due to its heavy reliance on imports for many of life's basic essentials - including oil, wheat, corn and coarse grains. At least 96 percent to 100 percent of its annual consumption in each of these items is imported. With global supplies in these basic necessities set to tighten, South Korea's inflation and the associated social unrest can only rise. (Protests in South Korea can draw hundreds of thousands of marchers.)
"Interest rate hikes are one of the most readily available tools for fighting inflation and for propping up a weak currency. In theory, raising rates would help attract foreign money into South Korea by raising the rate of return on investments in the country, thus helping to increase the value of the local currency and to contain rising energy import costs and inflation. But just June 12, South Korea's central bank decided to keep interest rates frozen at 5 percent. This was because the potential economic slow-down an interest rate increase could trigger is too politically risky for the government, and because there are less controversial means to bolster the won.
"If interest rates were raised to tackle the problem of increasingly expensive imports, the access of Korean businesses and households to credit to fund their operating costs or mortgage payments would shrink. This would make the government of President Lee Myung Bak even less popular."
What to do? Each country will try its own particular witch's brew. China is raising interest rates, increasing bank reserves, and allowing its currency to continue to rise. But make no mistake, there are no easy answers. Each choice has its own unintended consequences.
But a large part of the problem in Asia is food and energy. And monetary policy alone cannot address world supply imbalances. To a greater or lesser degree, every country is faced with the same conundrum. Do you risk higher unemployment and your economy to fight inflation that is not strictly speaking a monetary problem? If food is rising 40% in Vietnam, its workers will have to make more in order to eat? Will such a price increase force higher wages and perhaps a wage increase spiral like the US saw in the '70s? If you increase the value of your currency too fast, you risk losing your competitive price advantage and thus losing business and jobs.
____________________
|
random
Forum Addict
| Joined: | Tue Jun 19th, 2007 |
| Location: | |
| Posts: | 508 |
| Status: |
Offline
|
| Mana: | |
|
Posting #8: Mon Jun 16th, 2008 05:08 |
|
Lets us examine the good and the bad on our local front
Bad
1. High Crude Oil
Crude is more than USD130 now.. Some say that it's a bubble.. but regardless spiking crude prices is never good for equities. Coupled with our local subsidy removal...
2. Political stability
Things are looking less than rock solid locally. Probably a big no-no with foreign funds
3. Inflation
4. Vietnami
Things are really scary in Vietnam. Any chance of it affecting the rest of the region?
5. HK and China
Last year it was all euphoria. Now it's totally the opposite with bears ruling in HK and China.
Good
1. High commodity prices
Eg. Palm oil , Steel.. especially steel since the ceiling price is lifted and local players are reporting some super earnings
2. Petronas having more money to spend on E&P?
Of course this is just an assumption, but with the high crude oil price, its now viable to dig those difficult wells
I am not totally confident.. so I'd like to hear some other opinions. Maybe more downside to come? Or can we start collecting already
|
random
Forum Addict
| Joined: | Tue Jun 19th, 2007 |
| Location: | |
| Posts: | 508 |
| Status: |
Offline
|
| Mana: | |
|
Posting #9: Mon Jun 16th, 2008 05:09 |
|
You know how it is with investors, you think it's cheap now, you could get caught with your pants down if there is severe correction later in the year
|
Moolah
Forum Whacko
| Joined: | Sun Jul 9th, 2006 |
| Location: | Moo Moo Land |
| Posts: | 12813 |
| Status: |
Offline
|
| Mana: | |
|
Posting #10: Mon Jun 16th, 2008 07:05 |
|
Random,
regarding High Commidity prices... since it's commodity prices is cyclical, at current prices, i think it could be dicey....
let me give some positive/negative views...
why i would be negative...
commodities prices have been high for too long already... and using the 'it cannot last forever' thingee... perhaps there's a possibility we might had seen the peak already for the cpo.
Also if inflation becomes a global issue, surely the heads of govt would recognise that the main driver for higher inflation stems from higher commodity prices and surely, one of the way to stop inflation is to attempt to curb commodity prices.
why i would be possitive...
it's all about supply and demand babe. The justification for higher crude oil remains and as long as the crude oil stays high, all other commodity prices should remain high too! Look at corn and soya... the global weather climates is favoring another leg up....
how?
____________________
|
Current time is 20:13 | Page: 1 2 3 4 5   |
|
