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Morning News Compilation 18 September
Little reaction in the US markets to Fed (in)action http://www.bloomberg.com/news/articles/2015-09-17/yellen-s-decision-to-delay-fed-liftoff-points-to-global-risks USD continues to ease, Ringgit regains lost ground http://www.investing.com/currencies/usd-myr The Fed can't ignore the China risk http://www.businessinsider.my/fed-fomc-risks-from-...
Morning News Compilation 16 September
A huge game changer on OPEC oil and what it means for the sector http://www.bloomberg.com/news/articles/2015-09-16/house-vote-may-signal-the-beginning-of-the-end-of-oil-export-ban Abe's 3 Arrows template and implications for countries struggling with options on how to stimulate http://www.wsj.com/articles/doubts-emerge-over-abenomics-144242690...
This is too broad a view as empirical evidence in the case of Malaysia have shown otherwise. If ValueCap sticks to undervalued stock using its own investment criteria, odds are good it won't make the mistakes of its China counterparts http://www.bloomberg.com/news/articles/2015-09-15/copying-china-stock-market-savior-proves-great-way-to-lose-money
US Dirty Linens
Morning News Compilation 17 September
S&P rose overnight to two weeks high as Fed tantrum fear sobers http://www.wsj.com/articles/for-the-fed-markets-may-be-flashing-a-wait-sign-1442332881 Market gains confidence ........ http://www.bloomberg.com/news/articles/2015-09-15/asian-futures-tip-stock-rebound-as-bonds-track-treasury-selloff China playbook. JPMorgan's take on the inevi...
What Business Survives A 99% Drop in Revenue?
Morning News Compilation 15 September
Fed Reserve's No 2 tilting towards now rather than later. http://www.bloomberg.com/news/articles/2015-09-14/fischer-s-2014-why-wait-wisdom-points-to-fed-liftoff-this-week although it is not left to him but the Board to decide collectively http://streettalklive.com/index.php/daily-x-change/2901-it-all-comes-down-to-this.html And finally, the emp...
What I Have Been Reading: This Morning
Barrons says Alibaba has 50 percent to fall http://www.businessinsider.my/barrons-cover-story-warns-alibaba-50-percent-2015-9/#Vwou7CvCU81fui7x.97 Fed Reserve's could go either way on interest rates this week. This read is on the winners-losers list http://www.bloomberg.com/news/articles/2015-06-16/who-wins-who-loses-when-fed-raises-rates A Chea...
September 16 A Not Unreasonable Advice
http://m.themalaymailonline.com/malaysia/article/skip-kl-to-avoid-provocation-during-red-shirt-rally-non-muslims-advis Hot heads and punks inevitably will look for trouble. It is fairly common these days to see demonstrations in even developed countries turn ugly but this does not mean that it should lead to racial riots. On the contrary, I thin...