rightcoastconservative

Introduction of Newcastle United F.C: No. 1 fan based club (north-east england) Most popular football club in 90's (not anymore in 21st century) One of the most wealthy club (50million pounds world's record for Shearer) Relegated last season Just when everyone starting to forget Newcastle United, someone, somewhere shown his interest to be the next successor of the club - hopefully. South-east Asia's 3rd richest man worth 4.5billion pounds - Ananda Krishnan - has jumped to head the queue to buy Newcastle. To add-on, the owner of Tanjong, Astro, Maxis, TGV cinemas... see this as an golden opportunity to expand his empire into Euro land. Is this really a business, or merely of football fan ? As I know, A.K was not a die hard football fan, who are willing to fork out millions of pounds. I would believe if it was Tony Fernandes (AirAsia boss). Something must be in A.K's mind instead, and it maybe: Huge betting businesses in England? This is the only reason gone through my h...

Many of my friends make a lot of "horizontal-wealth" through investment during 1st half of 2009. However, starting middle of June 09, share market around the world turns ugly. Why? Profit taking? Corrections? Or, continuing of bear market? Let's do some analysis over here: Like I said before, US funds accounted more than 50% of global market investment. Economists foreseen that USD will weaken in the immediate future. And, June is window-dressing month for fund managers. If you relate these 3 assumptions together, the secret had unfold. Explanations: From March 09 onwards, US funds have been flowing out of US to other countries. Emerging Markets rally. USD weaken. When mid-year reporting seasons approaching, fund managers lock-in their profit, pull their funds back to US. Emerging Market correct. USD strengthen. Make sense?

Still remember 93-94 Asia market bull run? What is actually causing the bull run during that "sweet" time is happening soon (1-2 years). Main factor: Weakening USD During that time, because of weakening USD, funds being flowing to other market instead of US. And, Emerging Market - especially Asia - being the top spot for foreign funds to invest in. Malaysia, by that time didn't left out from the opportunity, and changing the lifestyle of many Malaysians (from ordinary person to Stock Traders). This time around, many economists predict that USD will weaken because of the massive budget deficit recorded, high unemployment rate and weak economy's figures. What's the big deal? Do remember that US funds reaches as high as 50% of world's share market. See it now? For sure, US funds will flow from US to Emerging Markets (to get out from holding US currency). Then, which asset classes they may went in? Fixed Income or Equity? It is very much depends on the risk appeti...

Battle of Bankruptcies??? General Motors (GM) VS Lehman Brothers (LB) If we analyze corporate bankruptcies occurred in U.S, we could found a huge differences in-terms of market reaction. Lehman Brothers bankruptcy last year had caused the market slump to all-time lows around the globe. However, General Motors story didn't have any impact on the market either. Instead, market gone up "crazily". In fact, GM's demise had broken the U.S history -- largest corporate failure. Why such differences? Let's have a look: Expectation. LB caught everyone surprise when U.S government didn't lend a hand to rescue it, although LB is much more popular than Fannie & Freddie. In contrast, GM should have closed down long time ago, if not because of U.S government stubbornness to revive the company. Finally, "Paper cannot used to cover Fire". GM's case is expected. Factor. Before GM announcing the final decision on whether it will survive or demise, ...

2008 share market around the globe had fallen 30-80%. Lately, market can't wait anymore, and had started to point the opposite direction instead. Given the vast investment opportunities, which are the best options for you to choose from? First of all, investors must know the first-mover in-case market rebound. First-mover here refer to those companies which benefit when economy recovered. Blue-chips stocks are what you should focusing on because of the following reasons: High Liquidity, where foreign or institutional investors can buy or sell their shares easily, without controlling too much of the share price. Good Reputation, like Genting and IOI, are well-known in the market, which always fall into the radar of investors globally. Industry's Icon, like Sime Darby which is an iconic company of Plantation sector. Should plantation sector revive, you can't deny it. Secondly, choosing the right sector. Some will come first, some will come second, and some will come last. Som...

Recently, i came across an interesting article titled above. And, i totally agree with what was written. Here, I would like to high-light to you these "profit-able" rules (if you believe...) 1. Go Global Most investors prefer to stick to their "home" market. It's a mistake. Are you sure your country will gave you the best return? So, spread your bets across the board. 2. Avoid big moves You probably won't catch the bottom or peak. Then, what's the rush? Why buy or sell heavily in one shot? 3. Remember the market is just "us" Shares rose when everyone was buying, fell when they were selling. And when everyone is trying to predict the market, they are chasing themselves through a hall of mirrors. 4. Don't get fooled by the wrong tense People (even economists) tends to say: "these shares have risen", "these shares are rising", "these shares will rise". Past...Present...Future tenses. Do not get suckered. 5. Pay no...

Last week, KLCI showed signs of weakness initially. Somehow, "brave" investor storming into the share market to provide buying support. The benchmark index recovered nearly all the earlier losses to post a positive figure. Fear vs Greed. Hope vs Denial. There are two type of investors here: Thinking of a reversal is already overdue Believers of a sustainable rally Anyway, the optimists appearing to have won the match of emotional market place. Daily average volume of 1.5bil shares and RM1.3bil value make Bursa the direct beneficiary of the game. Nevertheless, in spite of the prevailing market resilience, the underlying sentiment will be very much event-driven, in which the market could swing either way in respect of investors' mood. Let's wait for the results of: US banks stress tests (revealed on Thursday 7th May) A H1N1 flu pandemic treat, seriousness of it, spread or under-control?