I've been thinking for a while what should I write about in this post. There are some topics in my mind (should it about my journey as investor, investors' book that I've been read or my opinion in the current market).
Then, I decide to share some information which I get from a trv program. It was Stock Watch by TV3 (one of tv channel in Malaysia).
That night the guest is Choong Khuat Hock.
(Choong Khuat Hock has 20 years’ experience in investment banking, having worked in London, Hong Kong, Singapore and Malaysia for international financial institutions such as Barclays Bank and Dresdner Bank. He was rated one of Malaysia’s top analysts for most of the 1990s. Hock is director of research and a fund manager at Kumpulan Sentiasa Cemerlang Sdn Bhd, a licensed fund management company in Malaysia)
This was the video of that interview. It is in two parts. Hope you can get something from his opinion in the current market situation.
Part 1
Part 2
This is what I can conclude from the interview.
1) They introduce 2 books: D is for Depression and Investing in World Class Malaysia’s Company and High Dividend Yield Stock.
2) Because the recovering is a bit slow then high dividend yield stock is an alternative for an investment.
3) ‘L’ shape stagnation – sharp fall in 2Q2008 until mid 2009. Maybe the worst is over. Just now, we’re going flat (stagnation).
4) The stagnation is perhaps taking at least 5 to 10 years according to Hock. For Japan in 1990 (it was quite similar to us just now), Japan has been in ‘L’ shape stagnation for the last 18 years.
5) Stock market is still the place to invest. Go for stock that has high dividend yield.
6) In term of commodities, soft commodities like palm oil and etc are still good investment in medium-long term basics.
Then, I decide to share some information which I get from a trv program. It was Stock Watch by TV3 (one of tv channel in Malaysia).
That night the guest is Choong Khuat Hock.
(Choong Khuat Hock has 20 years’ experience in investment banking, having worked in London, Hong Kong, Singapore and Malaysia for international financial institutions such as Barclays Bank and Dresdner Bank. He was rated one of Malaysia’s top analysts for most of the 1990s. Hock is director of research and a fund manager at Kumpulan Sentiasa Cemerlang Sdn Bhd, a licensed fund management company in Malaysia)
This was the video of that interview. It is in two parts. Hope you can get something from his opinion in the current market situation.
Part 1
Part 2
This is what I can conclude from the interview.
1) They introduce 2 books: D is for Depression and Investing in World Class Malaysia’s Company and High Dividend Yield Stock.
2) Because the recovering is a bit slow then high dividend yield stock is an alternative for an investment.
3) ‘L’ shape stagnation – sharp fall in 2Q2008 until mid 2009. Maybe the worst is over. Just now, we’re going flat (stagnation).
4) The stagnation is perhaps taking at least 5 to 10 years according to Hock. For Japan in 1990 (it was quite similar to us just now), Japan has been in ‘L’ shape stagnation for the last 18 years.
5) Stock market is still the place to invest. Go for stock that has high dividend yield.
6) In term of commodities, soft commodities like palm oil and etc are still good investment in medium-long term basics.
“We’re experiencing the worst depression since the great depression”
- D is for Depression
***Neither the information nor any opinion expressed constitutes an offer, or an invitation to make an offer, to buy or sell any securities or related financial instruments. You should not regard this as a substitute for the exercise of your own judgment and you should seek professional advices for your investment needs. All views and advice are given in good faith but without responsibility.
***Neither the information nor any opinion expressed constitutes an offer, or an invitation to make an offer, to buy or sell any securities or related financial instruments. You should not regard this as a substitute for the exercise of your own judgment and you should seek professional advices for your investment needs. All views and advice are given in good faith but without responsibility.
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