Kontaisan

Kontaisan | Joined since 2015-06-07

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2015-06-09 14:00 | Report Abuse

The market is in disarray at the moment because of a few factors.
1. Asia sentiment is poor and tidal flow of monies flowing to China market
2. Double whammy for Malaysia with our current political situation

Coming up ....
1. The return of Sith Lord Najib. This will be better and more furious than the Fast& Furious, more come back than the Empire Strikes Back, more bullet and action than The Expendables....but the truth is if Najib can drag the nation with him into 1Mdb without much remorse or guilt, he will fight to the end with Mahahtir leaving, a holocoust of destruction like The Avengers in New York.

2. Make no qualms, Bank Negara is not in the know of the actual seismic earthquake they are abt to unravel. The earthquake will have a seismic reading far more devastating in modern market, in modern banking, in modern exposure, much more than Enron, more than AFC, ...the word is more more,....

3. Just like any earthquake, there will be tsunamis, aftershock, many casualties and many gloom days ahead because the financial pillar like EPF, KWAP, TH, etc are build around this financial turbulence which is now drowned in the sea of tsunamis, which will dig up more and more global casualties with it before it garners enough attention in the global market for it to start recuperating.

4. As it stands, our debt level is at 800B without including the guarantee for 1Mdb and guarantee for the financial Instituition that loan them the money. If the China market stand to make 10 trillion from the market transaction this round, Malaysia is heading into1Trillion debt. This is 10% or more of a SuperBullish market which is China.

With my last point, Malaysia will soon be owned by foreign country because our capital revenue and revenue generation will not be able to cover such massive depression of market and capital outflow. This will include suppression of currency as is happening now, outflow of foreign invesment, collapse of the financial pillars of support namely those that are being used by the failed investment.

General

2015-06-07 23:08 | Report Abuse

With every massive uptrend will be followed by consolidation called fillers. When I use term filler you know what expertise I have in financial market. For those experience player, the profit will be use to buy asset or re invest in other part of the world while their principal will Await the next opportunity

General

2015-06-07 23:03 | Report Abuse

Start buying property stocks with good exposure and undervalued. The spill over into our market Will be the first sign.

General

2015-06-07 22:44 | Report Abuse

http://malaysiandigest.com/business/556597-china-shares-at-new-peak-against-declining-asian-trend.html

This is a serious market movement. I repeat this is a very serious move against the market sentiment. This again reflects China self sustainence and its maverick behavior.
Now there is market behavior and there is Chinese behavior. Today with open market in China, the flood gate has just been open. You see the Chinese are behaving like their true nature of nomad, migrating, travelling and conquering. In modern times, conquering meaning here, is more about monopolizing economy by buying asset abroad.
Like the old chinese mentality before, money is only as important if it can appreciate in value or can be transacted. Therefore Chinese like gold as a form of global transacted currency then and now carried into the 21st century. Secondly, the Chinese too like property. Property is both symbolic of wealth and symbolic of stability because it value is always appreciating globally with strong footing and it is tangible. Thirdly, the Chinese like the rich Russians counterpart, do not want their wealth to be tracked and therefore money in banks are not their first option and priority. Fourthly assets and gold can be used as other forms of indirect payment when done abroad especially as collateral or even Comission.
Up until now my worded comment is based on the Chinese mentality. These are the stronger point however the bigger point remains that the Chinese like to work hard on their business to squeeze every cent of profit and then party hard on holidays, food, buying asset, gold etc.
Where do you think the money they make from the profit this round will go?The 10 trillion I mean. I believe a lot of this will flow to all the things that I hv mention with property being one of their main focus since they appreciate, not tracked, cheap based on exchange rate...