leftright-investment

There is no better time to blog about this post. After the plunge of KLCI yesterday, citing election risk, we came across an interesting research report by CLSA. As such, we would like to take this opportunity to share with you. By CLSA, An unexpected opposition Pakatan Rakyat (PR) coalition victory in the impending 13th General Election (13GE) would spark a broad sell-off in Ringgit assets . Changes of government are not uncommon in ASEAN. Looking at the experience of Indonesia, Thailand and the Philippines over the last decade, parliamentary control has seen significant shifts and governance has been possible despite the lack of a parliamentary majority. However, Malaysia has never experienced a change in government, meaning any change will come as a shock and with a host of uncertainties. From an equity and debt market perspective , Malaysia has always enjoyed a political premium for the stability in governance and policy-setting stemming from majority control of parliament...

In conjunction with the coming Chinese New Year, Finance Malaysia would like to bring to you another popular research report - funny and interesting - by CLSA. This year is called " Water Dragon " year. Is it a good or bad dragon? What does water means to this dragon? And most importantly, what's the predictions of markets from the angle of feng shui? Prediction pattern patent pending Past performance, as the tiny type whispers, is no guarantee of future behavior. After all, it may be no guarantee, but it's pretty much all we've got to go on. No matter how mathematically marvelous the model, how impossibly rational the behavior or how serial the killer instinct, not too far beyond the smirk and mirrors, precedent is invariably at play. That the past is present in the future is fundamental to feng shui forecasting, which is why we slipped on the archaeological geomancy fancy-pants and took the pith helmets to pore over the charted remains of the most re...