Jakarta Capital Region
Joined September 2020
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Najib's donation could be a political stunt to show that Najib is still loved and UMNO is still relevant in the next election.
What a convenient way as a reset button to wash him clean in the name of grassroots support.
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Any minister who do not agree with Najib's pardon should resign in the next few days.
Otherwise voters will not trust you to give you the mandate again in the next election.
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Manufacturing PMI drops from 50 to 46.9 in just one month in June. Policies needs to be reviewed according to Industry Ministry.
Yes, before it's too late.
jakartaglobe.id/business/ind…
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Contentment is not mediocrity. It's realising you can't have everything and you pursue what matters the most.
youtu.be/eo7n62Lre_0?si=J-zA…
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Respect to Rafizi's idealism and not willing to compromise. BERSAMA is a breathe of new hope in Malaysia politics.
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We need to talk more about diffcult topics. As in really talk face to face, not just in text or forwarding stories. The more we talk and confront difficult topics, the more we start truth seeking. The less we talk, the more divide there is between opposite sides, and that's dangerous. This message couldn't be clearer, especially for the days we are living in now.
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Malaysia GDP grew by 5.2% in 2025, with Q4 2025 growing by 6.3% y-o-y.
Mainly driven by strong domestic demand and favourable exports, matching below statistics
Entering Anwar Ibrahim's 4th year as Prime Minsiter of Malaysia
1. Highest trade record at over RM3 Trillion
2. Asia's top perfoming currency in the era of tariffs war and deglobalisation.
3. Non-performing loan at 1.4% lower than pre-Covid
4. EPF contribution increased by 15.3%, unemployment 2.9% at 11 year low
5. Vehicle sales more than 820k units
6. No.1 tourism in Southeast Asia
This feels similar to Najib's era of heavy infrastructure spending, MRT, TRX, 118 except it might be more sustainable as it is not heavily debt driven. In fact debt coming down signals bargaining power and national interest can be further prioritised.
My takeaway, in the era of tarrif war, every country is looking at being the ideal trade partner to support risk mitigation either away from China or away from US. Malaysia has played its cards really well, its firm stance as a global player in chips and logistics, leveraging it's unique position of progressive trade policies, plus lowest cost to talent among all its ASEAN peers prove to be one of the most attractive places to invest in.
If Malaysia continues the same direction in the next years, golden age is very much possible, perhaps double its gdp per capita.
Credit to:
linkedin.com/posts/jamesfoon…
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Entering Anwar Ibrahim's 4th year as Prime Minsiter of Malaysia
1. Highest trade record at over RM3 Trillion
2. Asia's top perfoming currency in the era of tariffs war and deglobalisation.
3. Non-performing loan at 1.4% lower than pre-Covid
4. EPF contribution increased by 15.3%, unemployment 2.9% at 11 year low
5. Vehicle sales more than 820k units
6. No.1 tourism in Southeast Asia
This feels similar to Najib's era of heavy infrastructure spending, MRT, TRX, 118 except it might be more sustainable as it is not heavily debt driven. In fact debt coming down signals bargaining power and national interest can be further prioritised.
My takeaway, in the era of tarrif war, every country is looking at being the ideal trade partner to support risk mitigation either away from China or away from US. Malaysia has played its cards really well, its firm stance as a global player in chips and logistics, leveraging it's unique position of progressive trade policies, plus lowest cost to talent among all its ASEAN peers prove to be one of the most attractive places to invest in.
If Malaysia continues the same direction in the next years, golden age is very much possible, perhaps double its gdp per capita.
Credit to:
linkedin.com/posts/jamesfoon…
Greenland is strategic because Arctic ice loss is opening up more seasonal shipping routes which are
1. Russia's Northern Sea Route
2. Canada's Northwest Passage
3. Transpolar/central Arctic route (future)
And that puts Greenland also strategic to access Arctic resources.
The two most obvious powers competing over Greenland are no other than China and US, only in recent years.
China who is not an arctic nation has been attempting to exert influence,
1) Bid to expand 3 major airports in 2018. The strategy is, China gives loans, hence having political leverage Basically, if you owe me, so listen to me. However, the deal was stopped by Denmark stepping in to fund a 33% stake of the project.
2) Attempted purchase of abandoned naval base by a Chinese mining company, which was turned down by Denmark.
3) Involvement in mining, mine sites Citronen Fjord (Lead/Zinc mine) via a 70% debt funding package which could potentially create dependence on China, Isua (Iron ore) which was acquired from London mining. Both were revoked by Greenland.
US however has long standing interest with Greenland since the early WW2 to Cold War times, for containing German expansion and later on Soviet Union.
Greenland is the shortest polar routes between North America and Northern Soviet territory. So establishing bases in Greenland would mean early warning systems and air defenses.
This has lead to,
1) 1951 US-Denmark Greenland defense agreement. enabling US base and operations.
2) And recently due to strategic interests arising, reopening its consulate in Nuuk in 2020, since 1953.
Greenland's strategic importance is more than what we think, as tensions between US and China increase, whoever controls this would mean,
1. Securing better military advantage
Better positioning for missile warning/defense and space domain awareness
2. Arctic access and maritime leverage
Influence over North Atlantic-Arctic gateways
3. Controlling critical resources
Critical minerals like rare earths, zinc, lead, iron ore
4. The most important of all, Gaining political leverage over the Arctic governance
This would be the most crucial as it will be global interest as to who controls the security, and strategic resources in the Arctic.
Merry Christmas!
Luke 2:11
For there is born to you this day in the city of David a Savior, who is Christ the Lord.
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Xi Jinping visit to Malaysia in April this year, followed by Trump's visit to Malaysia for ASEAN conference this month, shows Malaysia has a strategic importance to both global power.
Anwar Ibrahim has played his cards well to get leverage for Malaysia to get the best deals out of both countries.
What does this mean to average Malaysians?
1. Strengthening of currency due to favourable trade positions
2. Potential bigger foreign direct investments leading to more job creation
3. Friendlier diplomatic relationship leading to ease of trade and travel to these countries.
Anwar is putting Malaysia on the map, give him credit where it is due, he has been strengthening our position, the good stuff will trickle down to us average Malaysians.
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Gold is up 2.5 times since Oct 2022. What do we know now?
This rally at this speed and percentage is unusual,
Retail are queueing to buy gold (FOMO),
Gold is at 30T USD market cap ATH.
However, large market caps don't necessarily mean it's harder to push the price further up.
Price is set by the last trade, and the trade only happens with the small portion of total gold that actually trades (float)
The more buyers there are in the market, the higher the demand, the lesser the supply, as there are lesser people who want to sell.
Which means with a lower float, price can drive even higher. But it doesn't indicate the price is sustainable.
Gold is a macro-sentiment asset. It is not dependent on intrinsic value but how the world feels about it. Which means hedgers will hedge on gold only when few people are using it. When it becomes a crowded trade, the asymmetry disappears, and the hedge turns into a bubble.
Predicting gold's next move is almost impossible as there are layers and layers of macro forces involved.
The very feature of gold that is able to drive its price up so fast is also the exact reason why it can unwind as fast.
2011 to 2015 gold dropped by almost half its value. To win in gold trade, it's all about timing.
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