tag:blogger.com,1999:blog-18183714.post116977988137448232..comments2024-03-08T20:25:35.963+08:00Comments on Malaysia-Finance Blogspot: SalvadorDalihttp://www.blogger.com/profile/06868577716920232901noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-18183714.post-1170130563740115322007-01-30T12:16:00.000+08:002007-01-30T12:16:00.000+08:00Hi, saw this today from a Reuters article:"The dol...Hi, saw this today from a Reuters article:<BR/><BR/>"The dollar scaled four-year peaks against the yen on Monday amid expectations of strong U.S. economic data this week ..."<BR/><BR/>"This week is make-or-break week for the U.S. dollar," said Kathy Lien, chief fundamentals analyst, at Forex Capital Markets in New York.<BR/><BR/>"The foreign exchange market has turned very dollar-bullish after a series of upside surprises in economic data, causing a sharp plunge in rate cut expectations," she added.<BR/><BR/>Dali, is this why the markets are down this morning? How would you interpret this? <BR/><BR/>ThanksMPhttps://www.blogger.com/profile/02364257300423015515noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-1169896973620524472007-01-27T19:22:00.000+08:002007-01-27T19:22:00.000+08:00coincidently just got a tip off to buy DRBHICOM up...coincidently just got a tip off to buy DRBHICOM up to 250& MRCB & E&OPROP!<BR/><BR/>may this be our RedPacket.simon_alibabahttps://www.blogger.com/profile/13818954922462259949noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-1169864080812801362007-01-27T10:14:00.000+08:002007-01-27T10:14:00.000+08:00dali,one of the reason which i think why HSI and S...dali,<BR/><BR/>one of the reason which i think why HSI and STI are outperforming and so called, more froth-ty than the rest is due to its derivative market is attracting higher participation. the warrant market is HSI is one of the world most traded while STI has seen that growing at its fastest pace as well.<BR/><BR/>yes, my technical indicators are telling me nikkei should hit 20000 as well. probably buying exposing some fund into the market will benefit too.<BR/><BR/>thanks! enjoy the weekend.sopskysalathttps://www.blogger.com/profile/18397095388809196477noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-1169863193074522822007-01-27T09:59:00.000+08:002007-01-27T09:59:00.000+08:00the first tier blue chips have been pushed up, as ...the first tier blue chips have been pushed up, as expected they will now look for second tier big caps to maintain exposure ... current mkt conditions and currency outlook makes Malaysia a must have exposure... as written a few days back, the glcs and govt-connected will be the flavour .... uem world, mrcb.... 3.20 for uem world, not a problem in this kind of mkt. 1.80 mrcb, also not a problem.SalvadorDalihttps://www.blogger.com/profile/06868577716920232901noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-1169862518190086172007-01-27T09:48:00.000+08:002007-01-27T09:48:00.000+08:00if anything boj will up rates soon as the economy ...if anything boj will up rates soon as the economy there is recovering nicely... i have argued many times that people are just being silly if they want to look for negatives at 0.25 - if they go lower its bad shape, if its flat, its benign, not good. Only when they can see economy growing respectably will they raise it. Historically, the Japanese economy can take it up to 2.5%, so we r in for a very very long boom period for Japan, only this time less recklessness. 19,000 is not a problem, i am looing at 20,000 this yearSalvadorDalihttps://www.blogger.com/profile/06868577716920232901noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-1169834576618616892007-01-27T02:02:00.000+08:002007-01-27T02:02:00.000+08:00what in a world is going on with UEMWORLD, Leg Mas...what in a world is going on with UEMWORLD, Leg Mason bought more than 5% stake, is this the begining of a new capital flow into Asia due to the anticipated weakening of USD, I was told going toward 3.20. Apparently foreign accumulating Drbhicom. any comment dali?simon_alibabahttps://www.blogger.com/profile/13818954922462259949noreply@blogger.comtag:blogger.com,1999:blog-18183714.post-1169827986392780822007-01-27T00:13:00.000+08:002007-01-27T00:13:00.000+08:00Today, the release of inflation data indicated a s...Today, the release of inflation data indicated a slower pace which could dampen the push for higher rate rise. The fact is, as you have mentioned earlier, what is the rate in japan now? 0.25% or virtually nil. What is the way forward? Of course up rather than going down. The probability is always higher when it is at the bottom. <BR/><BR/>Interestingly, the market always focus on the negative of rate hike. Japan has been struggling for years and finally, we see rate hike coming, shouldn't we see that as more positive than negative. True that pure finance theory will say rate hike is bad.<BR/><BR/>Nikkei is not as strong as HSI, STI and Shanghai. So, I still think there is a lot more to catch up and may just probably be the new leader in 2007.<BR/><BR/>Only wonder if it can hit 19000 or more by year end.sopskysalathttps://www.blogger.com/profile/18397095388809196477noreply@blogger.com