https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/203386.jsp

AND THAT WAS CHUN CHUN. From May Till September 2019 KLSE was in a doldrum

Calvin just muddle along those weary months.

Now in October 11th the Budget Speech on the DIGITAL ECONOMY Brought renewed energy again. The tail end of the OGSE BUll Run also gave some impetus as well. Calvin thinks T7 Global & Destini belated bull run time has also started

Now these are some reasons why Bursa will see heightened activity for year 2020

1) RM21.6 BILLIONS FOR NFCP FIBERISATION THRUST

Just like the 1st Half of 2019 witnessing the Strong Bull run of OGSE Stocks like Carimin, Naim, Dayang, Penergy & Others

Next year will see the Bull Run time in Fiberisation Bull Theme

 THE THEME PLAY FOR YEAR 2020 WILL TRANSIT FROM OGSE TO NFCP Stocks in earnest

Time to buy is now. These are Calvin's picks = Netx, Opcom & Redtone & Sacofa of CMSB (New addition) Will explain in another post

2) EASING TRADE WAR BETWEEN CHINA & USA Due to Donald Trump 2nd Term Election

Time is running out for Donald Trumph. He needs time to prepare for his 2020 Election Campaign. So the trade war must end or at least be supressed

This will be good for trade and better sentiment. When fears subside people will start investing again

3) FED HAS REDUCED INTEREST RATE 3X (TIMES)

Another name is QE (Quantitive Easing) First sign is the weakening of gold prices. And Monies go back into equities & Funds. As a progressive trend - they will flow back into emerging markets like Malaysia

4) MALAYSIA, TOO WILL SEE BETTER TIMES DUE TO

A) BRENT CRUDE OVER USD60 PER BARREL. PETRONAS WILL CONTINUE TO FILL GOVT COFFERS FOR NEEDED SPENDING. GOOD JOBS IN OIL & GAS WILL HELP OVERALL ECONOMY

B) RISE OF CPO PRICE TO RM2,600 PER TON BODES WELL FOR MALAYSIA. FELDA, FELCRA, ALL OVER MALAYSIA - PLANTATION OWNERS WILL DO BETTER

C) VISIT MALAYSIA YEAR (VMY2020) PLUS REDUCTION OF PROPERTY PURCHASE TO RM600K BARRIER SPUR FOREIGN MONEY BACK INTO MALAYSIA REAL ESTATES

D) DOUBLE DOSE OF SPENDING FOR INFRAR & FIBERISATION. Finance Minister Lim Guan Eng said thie Year's Funding was delayed due to slow disburstment of Cash. He makes sure for year 2020 allocation will be implemented speedily without delay

SO TWO YEARS SPENDING IN ONE WILL GIVE ADDED OOOOMMMPH!

Not forgeting ECRL, BANDAR MALAYSIA, JB - SPORE RTS & HIGHSPEED RAIL

5) BANK NEGARA WILL MOST PROBABLY FOLLOW OTHERS TO REDUCE INTEREST SOONER OR LATER

AGAIN CASH WILL POUR INTO EQUITIES

SO WHAT ARE YOU WAITING FOR?

IDLE CASH IN THE BANK IS ALSO AN INVESTMENT

AT 3% BANK FD THE P/E IS 33. IT WILL TAKE 33 YEARS TO DOUBLE YOUR MONEY. IF NOT INFLATION WILL ERODE ITS VALUE. SO SEEK OUT THE BEST VALUE STOCKS AND INVEST CAREFULLY

BEST REGARDS

Calvin Tan Research

Singapore

Please buy or sell or keep to cash after doing your own due diligence

STOP PRESS!!

See

Finance Minister: Some govt projects delayed as ministries took time distributing funds

 

PETALING JAYA, Nov 10 — Some government development projects for 2019 have been delayed due to late distribution by the respective ministries and will only commence next year, Lim Guan Eng revealed today.

In his address at the Selangor DAP Annual Convention today, the finance minister said that his ministry had given the allocations in January this year but some ministries had only distributed the funds as late as May or June.

 

“These projects will not be spent this year because if [it was disbursed] in May, they will have to do the preliminary design, basic work and training [first],” said Lim, who is also DAP secretary-general.

“Tender can then only be called in September or October. By the time the whole tender valuation is completed, the project can only start and money spent next year. So this type of delays is unnecessary.

So now we are having meetings to ensure that what happened last year won't happen this year. 2020 budget allocation will be spent in 2020, not a year later,” Lim added.

However, on a positive note this will create a “double barrel” spending for 2020 which will help boost the economic performance of the country.

 

READ AGAIN

 

However, on a positive note this will create a “double barrel” spending for 2020 which will help boost the economic performance of the country.

 

IN OTHER WORDS

 

1) MONEY GIVEN OUT FOR SPENDING IN YEAR 2019 IS DELAYED UNTIL 2020

 

SO MONEY FOR YEAR 2019 WILL BE SPENT IN YEAR 2020

 

2) AND MONEY BUDGETED FOR YEAR 2020 WILL NOW BE QUICKLY DISBURSED FOR YEAR 2020 (NO MORE DELAY)

 

 

SO TWICE THE AMOUNT OF MONIES OR "DOUBLE BARREL" SPENDING WILL RESULT FOR YEAR 2020

 

THIS IS ANOTHER REASON WHY YEAR 2020 WILL BE EXTRA SPECIAL

 

MALAYSIA ECONOMY WILL BE POWERED BY 2 ENGINES OF SPENDING BOOSTER!!