2 people like this.

43 comment(s). Last comment by repusez 2015-08-19 17:37

guoyen

901 posts

Posted by guoyen > 2015-08-18 21:13 | Report Abuse

Idiot

洁杰绝

97 posts

Posted by 洁杰绝 > 2015-08-18 21:53 | Report Abuse

Writer from MCA?

Ant

1,504 posts

Posted by Ant > 2015-08-18 22:04 | Report Abuse

我倒觉得如果国阵倒台, 股市的确会下跌, 但是, 新高点2000点卻不久就出现.

hissyu2

868 posts

Posted by hissyu2 > 2015-08-18 22:11 | Report Abuse

1)政治环境目前还是处于稳定期,没有任何暴动,而回教党的加入反而壮大了国政的实力,虽然政治丑闻围绕首相,但预计首相纳吉将继续执政。
若是纳吉下台, 马股最少下调300点。(您可不这么想或不卖, 但我会马上走)

由于纳吉在任期间太过软弱, 採取太过开放政策, 造成政局混乱。当下执行集权行动时, 将加强国家稳定。

砂劳越国阵可望在州选举中胜出, 华裔票将有所回流。

国阵可在来临大选中继续执政。从世界各国历史中, 当某个种族团结起来时, 另一个种族相对也会团结。
加上选区划分的优势, 就算100%华裔和一部分巫裔投下反对票, 国阵依然胜出。(信不信由你, 这是事实)

一马公司的债负不是大问题。若是清盘, 也可脱售资产偿还。对实体经济没有影响。我们需更关注外围市场。


看到这些垃圾,就不想看了。。。1MDB不是问题?华人票会回流?

Posted by gohchinlim > 2015-08-18 22:37 | Report Abuse

鸡下,股市大起500点

murali

5,723 posts

Posted by murali > 2015-08-18 22:42 | Report Abuse

He is not run dog to MCA.....I think he works for bn

davidkkw79

5,068 posts

Posted by davidkkw79 > 2015-08-18 22:42 | Report Abuse

看看台湾的马英九,很清廉,但是政治管理能力就很差了。

enning22

2,930 posts

Posted by enning22 > 2015-08-18 23:41 | Report Abuse

傻啦,马英九经济政策政策过于倾向开发亲中国市场,而令台湾人不满。这和清廉和不清廉,管理能力强弱,毫无关系。

enning22

2,930 posts

Posted by enning22 > 2015-08-18 23:46 | Report Abuse

某些人,看太多报章上类似何假博士扭曲事实的bn宣传文字,自然头脑糊涂。

Ivan Lim

76 posts

Posted by Ivan Lim > 2015-08-18 23:47 | Report Abuse

我还记得前几星期前他才说1600 是低点,现在改口风说是1550.还是听听就好

ImCK

3,205 posts

Posted by ImCK > 2015-08-18 23:54 | Report Abuse

房产放软 汽车销量放软 都是经济肃条前奏
GST已经严重影响了 国内内需 目前等着进入大裁员阶段
每个公司都要cut kos

kentg03

971 posts

Posted by kentg03 > 2015-08-19 07:53 | Report Abuse

没有最低,只有更低

davidkkw79

5,068 posts

Posted by davidkkw79 > 2015-08-19 08:25 | Report Abuse

谁那么自大脑残而认为何博士扭曲事实而偏帮国阵?!

Posted by paperplane3 > 2015-08-19 08:28 | Report Abuse

property slowdown due to BNM policy. if they ease, it will go back high

davidkkw79

5,068 posts

Posted by davidkkw79 > 2015-08-19 08:31 | Report Abuse

请翻看报纸,何博士是第一个马币还没有狂泻的时候,就预测马币今年内比跌破RM3.8~4, 进而预测马股也会跟着跌到1600。请问你有这样的分析预测能力吗?何博士的话不能参考,那我觉得自以为是的人更加不能让人信服,讲了等于没讲。

murali

5,723 posts

Posted by murali > 2015-08-19 08:43 | Report Abuse

Posted by davidkkw79 > Aug 19, 2015 08:25 AM | Report Abuse

谁那么自大脑残而认为何博士扭曲事实而偏帮国阵?!

Have u ever followed his talks/articles etc? I have known him since 1997

murali

5,723 posts

Posted by murali > 2015-08-19 08:45 | Report Abuse

Do u know that the joker once established a website (Malaysia sini, if i m not mistaken) trying to do a copycat on Malaysiakini but only full of pro BN rubbish articles.....

murali

5,723 posts

Posted by murali > 2015-08-19 08:53 | Report Abuse

During 1997/1998 while he was not yet a Prof, he oredi started to post a lot in newspaper...Some of his few articles which I could still remember is that he sang the same tune with Dr.M that the financial crisis which we faced at that moment was due to the attack by the foreigners as they were jealous of our achievement.....Another great article from him (if I m not mistaken) was that the 1998 Nipah Outbreak (pig disease) could be due to the conspiracy of foreigners as well....All those rubbish articles from him made me have a deep memory on him from that on wards..but too bad I couldnt retrieve those masterpiece of him now....

davidkkw79

5,068 posts

Posted by davidkkw79 > 2015-08-19 10:49 | Report Abuse

....You are talking the past, but somehow you are talking your impression on him. At the end you also can prove the past whether it is due to someone attack us lead to financial crisis of year 1998.It seems like we are talking different things, cause I am impressed of he managed to predict this time falling of malaysia ringgit.

davidkkw79

5,068 posts

Posted by davidkkw79 > 2015-08-19 10:50 | Report Abuse

can't prove...

murali

5,723 posts

Posted by murali > 2015-08-19 11:03 | Report Abuse

So u can prove he isnt BN's running dog ah

Posted by Tey Tian Foo > 2015-08-19 11:05 | Report Abuse

It is true that our reserve is higher now, it is also true that our foreign debt have moved from about RM90B in 1998 to currently over RM700B, which is over 800% higher. Are we better off than 1998? There are 100s of Soros's brother out there, waiting for right time to strike !! How to defend when they strike?

murali

5,723 posts

Posted by murali > 2015-08-19 11:08 | Report Abuse

I am just telling you on my impressions on him.However, I cant find 4 witnesses for you on whether he receives donation from BN or not.

Just like nobody can prove whether Ajib use the donation to buy bags or cincin for hippo or not...so no case....

murali

5,723 posts

Posted by murali > 2015-08-19 11:11 | Report Abuse

Care to share the links for this....
Posted by davidkkw79 > Aug 19, 2015 08:31 AM | Report Abuse

请翻看报纸,何博士是第一个马币还没有狂泻的时候,就预测马币今年内比跌破RM3.8~4, 进而预测马股也会跟着跌到1600。请问你有这样的分析预测能力吗?何博士的话不能参考,那我觉得自以为是的人更加不能让人信服,讲了等于没讲。

enning22

2,930 posts

Posted by enning22 > 2015-08-19 11:12 | Report Abuse

股市假如不能上,就一定会跌。同样的,马币假如不稳固,就一定会跌。包准包对。

murali

5,723 posts

Posted by murali > 2015-08-19 11:14 | Report Abuse

LOL, I just cant see any special in his above article....

目前的局势,马币应该会波动介于3.70-4.20的水平,并不会跌至98年价位(4.8), 而大马综合指数则预计处在1550点的位置被支撑着。

murali

5,723 posts

Posted by murali > 2015-08-19 11:16 | Report Abuse

RM now at ard RM4.09 vs USD while KLCI at 1582

murali

5,723 posts

Posted by murali > 2015-08-19 11:17 | Report Abuse

How long have u followed 何博士's postings?

enning22

2,930 posts

Posted by enning22 > 2015-08-19 11:18 | Report Abuse

murali , i have seen enough ,agree with you 100%, no need to argue with another BN kaki.

murali

5,723 posts

Posted by murali > 2015-08-19 11:22 | Report Abuse

Tey Tian Foo brought up a good point, while Dr.Ho claimed our reserves now is much higher than 1998, how is our foreign debt now??

kaode

3 posts

Posted by kaode > 2015-08-19 11:39 | Report Abuse

There is no right or wrong, we only know that after a while. If we think he is wrong then show our forecast. So we can review and compare to see who is correct. No point keep argue never ending.

Hong Hero

30 posts

Posted by Hong Hero > 2015-08-19 11:52 | Report Abuse

check look into 2013, which side he work for first..
3.70 and 4.20 is a big range, what about break above that. if the confidence is no more, sell MYR assets and convert to USD, sure it will break. where the confidence come from?

enning22

2,930 posts

Posted by enning22 > 2015-08-19 12:02 | Report Abuse

nobody can forecast correctly as factors keep developing ,and changing with new revealations ,and new factors come into the scene,all we know we have no seen the light yet.

davidkkw79

5,068 posts

Posted by davidkkw79 > 2015-08-19 12:37 | Report Abuse

I m talking economic,but it sound like here full of politicians

cn21

492 posts

Posted by cn21 > 2015-08-19 12:48 | Report Abuse

malaysia weakness & threat:

Weakness:
1. Political uncertainty- as najis choose to stay on.
2. Unresolved 1MDB
3. 2.6B scandal
4. Ringgit is weakening
5. Oil price remains soft

Threat :
1. US interest rate
2. China slowing down - commodity prices will remain low.
3. Europe recovery is slow and weak
4. japan is contracting again...

thus, KLSE and ringgit will continue in down trend. Please comments...

cn21

492 posts

Posted by cn21 > 2015-08-19 12:54 | Report Abuse

Malaysia is paying the price for weak foreign currency holdings and messy politics as the cost to protect its debt soars to near a four-year high. UBS Group AG predicts even more pain ahead.

The spread on the nation’s credit-default swaps widened 74 basis points in 2015 to 180 this week, a level not seen since October 2011. It’s the worst performing in Asia and almost 40 basis points more than similar-rated oil-producer Mexico, which the Swiss bank says best illustrates the malaise for Malaysia.

“The moves in CDS are telling us that the market is increasingly nervous about the central bank’s ability to manage the foreign-exchange selloff in light of its relatively light reserves position,” said Manik Narain, a London-based strategist at UBS. “Malaysia’s situation may now be more precarious.”


Bank Negara Malaysia’s foreign-exchange reserves slipped below US$100 billion last month for the first time since 2010. They look “increasingly meagre” by emerging-market standards, said Narain, and compare with foreigners’ RM206.8 billion (US$50.6 billion) holdings of local-currency debt in July, the lowest in three years.
The ringgit this week traded near the weakest level since 1998 as Prime Minister Datuk Seri Najib Razak comes under the spotlight over reports of an almost $700 million donation into his bank account that was initially linked to debt-ridden state investment fund 1Malaysia Development Bhd.

The central bank might have to raise interest rates because of a limited ability to defend the currency amid falling reserves, Narain said.

The ringgit was trading at 4.09 per dollar at 10:18 am in Kuala Lumpur and UBS expects the currency to fall to 4.20 by year-end. – Bloomberg, August 19, 2015

- See more at: http://www.themalaysianinsider.com/malaysia/article/more-pain-ahead-for-malaysia-amid-messy-politics-warns-ubs#sthash.YzFYgWtN.dpuf

cn21

492 posts

Posted by cn21 > 2015-08-19 12:56 | Report Abuse

KUALA LUMPUR: Foreign investors are ‘escaping’ Malaysia, a Bloomberg report today has concluded.
Chua Hak Bin of Bank of America Merrill Lynch Singapore sums up the reasons.
“Investors cannot see the end game,” he tells Bloomberg. “Anybody who questions the prime minister has basically been sidelined.”
“The domestic situation on the political side is uncertain,” he adds, and its politics may affect economic management. With Bank Negara Governor Zeti Akhtar Aziz’s term expiring in April 2016 there are doubts that she will be replaced by someone as “independent and credible,” he said further.
Bloomberg points to some alarming statistics since August 3, the day the Malaysian Anti-Corruption Commission (MACC) declared the RM2.6 billion which Prime Minister Najib Razak received in his private banking accounts came from donors rather than from 1Malaysia Development Berhad (1MDB):
The ringgit has slumped 5.6 percent
the benchmark KLCI has lost 8.3 percent
sovereign bond risk has jumped to a four-year high
1MDB bonds are trading at 81 cents to the dollar despite MACC’s seemingly favourable announcement.
Of the foreign funds cited in the report, PineBridge Investments LLC has reduced its Malaysian sovereign bond holdings while Schroder Investment Management Ltd does not think that the ringgit, Asia’s worst performing currency, is worth investing in at the present time.
It means that Najib’s attempt at reshuffling his cabinet into what he has called a ‘unified team’ has been in vain.
“By sacking everyone who criticizes him, Prime Minister Najib is putting himself more in the spotlight from an international investor perspective,” PineBridge’s Anders Faergemann was quoted as saying.
“The mix of politics, money trails and central bank investigations would rank it close to Petrobras in terms of how toxic it is to emerging-market investors,” fund manager Yasmine Ravai-Mans of La Francaise Des Placements in France was quoted as saying.
“There’s a growing trust deficit with the current leadership,” Chua said further. “Without confidence returning to the leadership and government, investors will be reluctant to jump into the currency and the markets.”
He expects the ringgit to fall to 4.28 by the end 2016
- See more at: http://www.freemalaysiatoday.com/category/nation/2015/08/19/bloomberg-foreign-investors-escaping/#sthash.TxJ9wiPq.dpuf

murali

5,723 posts

Posted by murali > 2015-08-19 14:47 | Report Abuse

Posted by davidkkw79 > Aug 19, 2015 12:37 PM | Report Abuse

I m talking economic,but it sound like here full of politicians

LOL...若是纳吉下台, 马股最少下调300点。(您可不这么想或不卖, 但我会马上走)

由于纳吉在任期间太过软弱, 採取太过开放政策, 造成政局混乱。当下执行集权行动时, 将加强国家稳定。

Yr beloved 何博士 is one of them who likes to mess politic around with economy....

How long have you followed his posting or seminars etc? Go thru his records and then you will see his political stance. Dont simply worship him just for this article or his title...

To me, Dr.Ho's credibility is slightly better than Utusan Msia/ TV3 etc

repusez

125 posts

Posted by repusez > 2015-08-19 15:41 | Report Abuse

RM12.8 Million or 12.8 billion?

Up_down

4,336 posts

Posted by Up_down > 2015-08-19 15:43 | Report Abuse

This fellow simply put up his foolish view in politic and wanted to get public attention only. FF disposed RM 300 million worth of shares yesterday. They still have more than RM 12.8 billion value of shares to dump the market.

murali

5,723 posts

Posted by murali > 2015-08-19 15:45 | Report Abuse

I thought the bonds held by the foreigners is a bigger concern?

Posted by Tey Tian Foo > 2015-08-19 17:07 | Report Abuse

With Malaysian got less stupid and wiser, less racist, less religion fanatics which is natural. UMNO would get less vote naturally. Hence, the table would turn whereby PAS would become spoiler to UMNO rather than Pakatan. Most probably the vote outcome would be UMNO (BN) around 40%, PAS at 6% to 7% and Pakatan 52% to 54%. That would make UMNO loss heavily left only 50 to 60 seats and change of government.

repusez

125 posts

Posted by repusez > 2015-08-19 17:37 | Report Abuse

the number of vote doesn't really count as m'sia is using "first past the post" system, so pls go and register to vote in those small town as the vote does count there as compared to big city in which there are not many parliament seats at stake.

Post a Comment
Market Buzz