Dear Family, Friends and Partners, Summary of the company’s investment performance in 2022: 2022 was a volatile year for markets mainly driven by: • China Zero COVID policy; • Uncertainties on global economic slowdown and recession; • Increasing geopolitical risks; • Russia-Ukraine war; and • Unprecedented tightening monetary policy. OCPSB portfolio achieved 26% since inception […]
Dear Family, Friends and Partners, It has been a huge turbulence ride for the first 9 months of this year. How are you coping with the bear markets so far? I hope you have buckled up well. Before you jumped up in excitement and try to catch the falling knife, you should be cautioned further […]
As one of the largest corporate debt restructuring exercises in recent years is about to begin, it begs the question of whether some local companies have taken on too much debt prior to the pandemic. The case of Sapura Energy Bhd, saddled with unpaid debts and payables to the tune of RM15bil, has been widely reported. […]
Dear Family, Friends and Partners, Since we officially started our private investments unit in July 2020, we have been actively looking for the right company in the right sector to invest. Crisis means opportunities and the best time to invest is when you are in the middle of one. This is our view: 1. In […]
RUSSIAN troops’ recent shelling of Europe’s largest nuclear power station in Ukraine shows that the nine-day war could get out of control and possibly turn into a nuclear nightmare for the rest of the world. The geopolitical tensions between both the countries accompanied with extensive sanctions would add more chaos to the stretched global supply […]
ONE of the things that 2022 will be remembered for is how the year began with the great tech sell-off. To recap, since the start of 2022, tech stocks such as the famous tech cohort known as Faang – Facebook, Amazon Inc, Apple Inc, Netflix Inc and Google’s Alphabet Inc – have been sold down […]
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 […]
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 […]
Dear Family, Friends and Partners, Since march 2020, the economic and social disruptions are enormous, mainly due to the mutating Covid-19 virus but also our non-functional government. Indeed, we are living in dangerous times and the road ahead will be even more unpredictable and challenging. Because of this predicament we are in, we are even […]
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