Hey this seems fun! I'm going to get blocked for spamming, but eh what the heck. A lot of topics below, because I got bored while waiting for a concall, but please do answer each section separately. Space out the goodness, so it won't get boring for you and your readers I suppose.
Beer Promoter Incident
Do you think that Edi Rejang should be let off just because he apologized? (Let us assume that in the future, he meets with Beer Promoter Girl and they shake hands and yamchar and all that)
Should we not use this as an opportunity to demonstrate that Malaysia Baru is moderate, progressive, and intolerant of blatant racial abuse?
Me on Beer Promoter Incident:
- I enjoyed reading and listening to people speculate about this incident being a political plot. Plausible, but I think it was just a case of a guy who wanted to let off steam and show how 'pandai' he is by doing what he did (criticism of openly promoting alcohol in a location that is very public, in a Muslim country, showing her who is 'boss', demonstrate her lack of national language mastery, videoing the entire incident). All he accomplished was "tered backfired, TS bodo".
- Although explosively sensitive, I would use this opportunity to highlight the inappropriateness of his actions. It was great he went on record to uh insaf. Hopefully (hah) this would open the minds of the ultra conservatives. Or at least make them question.
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Automobile
2014 Lexus GS 350
or
2018 VW Passat 2.0 Highline
<RM200k
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Finance/Economics
An often heard phrase nowadays is "bear market inkambing, 2019 will a year that is as hard as a diamond". Eh, I'm paraphrasing.
Is the cyclical 10 year just a myth? Is the US-China trade war going to escalate? Is the specter of QE forever haunting our portfolios? Is the protracted property glut in Malaysia going to have a knock-on effect in other industries/overall Malaysian valuation?
Me on the current economic/financial situation:
- It sounds like a pretty passive portfolio that is full of funds/ETF long on government bonds and staples is the way to go for me at least. I am in fact holding up to 40% cash (equivalent). Because I am an indecisive idiot.
- I have been looking at EMs like our ASEAN friends, plus India, but still a lot of homework to do. I have also been eyeing pharmaceuticals but holy shit am I lost with all the jargon. Any particular sector/industry/country that seem to excite you?
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Wine
Is more expensive wine the better wine? What is your favourite?
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Riddle: The King
The noblest, bestest, fairest (white power!), and knightiest of all the knights in the realm was sent on a quest. After a perilous journey past oceans, philistines, crocodiles and bigots, he finally made it to the Oracle.
The Oracle says to the knight "One day, you will be King!".
The Knight returns to the kingdom, brushed aside adoring fans of all genders, shapes and sizes to have an audience with the the King. And so the King asked "So what did the Oracle say?"
What should the Knight answer?
[Blog] Lowya's Q&A Corner - Ask me Anything (AMA), Anything under the sky and moon.