Happy New Year 2022!

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Dear Family, Friends and Partners, Since the Great Reset started in 2020, disruptions are aplenty and no end seemingly in sight. These are my key observations: 1. Coronavirus continues to mutate faster and infection rate gets higher with each wave. An early glimmer of hope is that the rate of hospitalization and fatality are dropping […]

Investment Newsletter – January 2022

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Despite the huge number of newly detected infections, this coronavirus-stricken winter has so far proven to be less severe in Europe than last year thanks to mass vaccination campaigns and a possibility that the omicron strain may be milder than other variants. Nevertheless, most countries eye tighter COVID-19 control measures such as vaccine pass to […]

Investment Newsletter – December 2021

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As of 26 November 2021, the World Health Organization (WHO) has designated a new coronavirus strain detected in South Africa as a “variant of concern” at around 12a.m. CET or 7a.m. Beijing time, prompting countries around the world to impose travel restrictions amid fears over its potential spread. However, public health experts have urged caution, […]

Plantation ESG conundrum

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IN June this year, when IJM Corp Bhd announced plans to divest its controlling stake in its plantation arm, the group gave a few reasons for the deal. That included securing an attractive price for an asset for which the group had no plans for expansion. The deal also enables the group to focus on its other […]

Investment Newsletter – November 2021

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According to Global Times, in response to such complicated and widespread outbreaks, local governments have adopted strict measures to curb the spread, with “zero-transmission policy”. On the other hand, the two main reasons the WHO’s Kluge gave for Europe’s soaring case numbers were insufficient vaccination coverage and the relaxation of public health and social measures. […]

Investment Newsletter – October 2021

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According to new data, the mu variant of COVID-19 that had sent some scientists into worry over its potential to be vaccine-resistant and more transmissible than the delta variant. The World Health Organization said that the mu variant was a Variant of Interest (VOI) on 30 Aug 2021, calling it a potential threat to public […]

Investment Newsletter – September 2021

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The World Health Organization is warning that global COVID cases could pass 300 million by early next year if the pandemic continues in its current direction, calling on world leaders to slow the spread by providing more testing supplies, treatments and vaccines to poorer nations. Global debt increased by more than USD 29 Trillion in […]

Investment Newsletter – August 2021

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The new wave of global COVID-19 pandemic caused by the Delta variant strain is very serious. The number of new confirmed cases in a single day has reached a new high in the US, Japan and many European countries, as well as affecting Nanjing, capital of East China’s Jiangsu Province. The challenge posed by the […]

Investment Newsletter – July 2021

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Countries across the Asia-Pacific region are scrambling to slow the spread of the more infectious delta variant, reimposing restrictions and stay-at-home orders in a jarring reminder for societies that had just begun to reopen that the pandemic is far from over. The lockdowns and restrictions have deflated hopes across the region, where many countries avoided […]

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