US & Cathay Trade War: No, Trump, you lot are non winning it. The US$100bn so far collected, had been largely from American consumers. The backlash inwards the the States has been muted so far equally they affected parts of a bigger production as well as to a greater extent than or less were absorbed past times manufacturers. Any farther tariffs volition hitting Americans to a greater extent than directly, equally inwards concluding products purchased. The pushback as well as the looming minute term could brand Trump pullback on to a greater extent than or less of his lightheaded "my gun is bigger than yours" mentality.
You'd intend that Malaysia would live on a natural beneficiary but the stock marketplace has non been showing that at all. Because a merchandise state of war could live on temporary, as well as it is hard to brand rash reinvestment decisions based on an escalating merchandise war. Who knows? Influenza A virus subtype H5N1 Democrat could defeat Trump next. That's the troubling stuff, draw of piece of work organization owners cannot brand long term decisions on working capital missive of the alphabet based on brusk term gyrations. But if the stalemate drags on as well as Trump wins again, as well as then you lot tin sack run across existent working capital missive of the alphabet redeployment.
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Air Asia / Mavcom: AirAsia did the correct affair to drag Mavcom to courtroom over rider service charges (PSC) dispute amongst MAHB. We somehow receive got TOO MANY regulatory bodies or oversight bodies, overseeing also many things, as well as non MAKING REAL DECISIONS. Trying to larn AirAsia as well as MAHB to the arbitration tabular array has as well as volition live on useless. The wounds as well as differences betwixt the 2 receive got long been there, healing as well as dissever opened upward over again as well as again. MAVCOM, produce your job. By dragging MAVCOM to court, this volition brand MAVCOM having to bargain as well as brand decisions every fourth dimension at that spot are disputes from at nowadays on. And trust me, at that spot are 1 hundred as well as 1 petty points of contestation betwixt the 2 ill-fated relatives.
Soh Chee Wen (Blumont, Asiasons, Lion Gold): The proceedings at that spot were simply equally interesting equally Najib's electrical current trial. The SG government had no selection but to deed owing to the massive losses suffered past times a meaning disclose of the investing public. ... Was at that spot a collusion to movement portion prices higher? Yes. ... Was at that spot a strategy to engineer a marketplace collapse? Of course of report not. If at that spot were, the principal players would receive got jumped to Taiwan or Brazil when it happened, as well as non inwards offices inwards SG waiting to live on apprehended. ... Did the SGX contribute to the autumn past times imposing trading restrictions as well as designations of securities? Yes past times virtue of the "fears triggered", it compounded the fall. ... Are Soh as well as his cohorts existence made scapegoats? Well, a bit.. they did something "wrong as well as painted a fictional landscape for the shares they controlled, as well as should live on penalised for those activities. But it looks similar at that spot is a flake of "witch hunt" as well as "burning of books" undertaken to skewer them for to a greater extent than than they deserve, so equally to nullify the anger of the public.
Telenor as well as Axiata: Obviously a computer program drafted past times Khazanah, rather than existence mooted past times Axiata. Could live on the fact that Khazanah has been on the backfoot over its dismal performance inwards recent years, as well as needed to jazz upward its portfolio somewhat. This bargain looked to live on a lot of trinkets as well as a bejewelling endeavour to distract from people hollo for "so, what are you lot doing amongst your portfolio??" The synergies are seeming express for a merger. Both companies receive got operations inwards Malaysia, Thailand, Myanmar, People's Republic of Bangladesh as well as Pakistan. In countries where Telenor does non receive got a presence, Axiata also operates inwards India, Sri Lanka, Nepal, Kingdom of Cambodia as well as Indonesia. The savings from inter-connectivity is at nowadays much reduced amongst the rising of cyberspace complimentary calls. ...Axiata even so left dangling amongst the NCell (Nepal) situation. ... Khazanah may produce goodness doing this past times virtue of the valuation gap betwixt Axiata (at 5-6x) vs Maxis at 13x. Influenza A virus subtype H5N1 merger may value Axiata closer to 10x. Show as well as state time.
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