Lone wolf investor

  (Image credit: AP) Surprisingly it was an easy win for Donald Trump. The White House, the House of Representatives and The Senate all had one colour on them. Red! I listed down my general observations and predictions from this election and what it holds for the next 4 years. *High interest may continue given Trump inflationary policies. Powell unlikely to cut rates much, he might get replaced by Trump. *Oil likely to do well in an inflationary environment. Given Texas is a Republican stronghold *Western allies likely to hedge their bets given the past grievances with the Trump administration. Western countries ties with China will improved. *Crypto and Elon trades likely to benefit *Chinese economy to be more subdue over the next 4 years *China’s stimulus is likely to be more measured going forward due wide interest rate differential between US and China. Too much stimulus might cause an unwanted currency crisis due to capital outflows. *Asian economies growth to slow due to tariff t

(Contents) Living the Asian Century. AN UNDIPLOMATIC MEMOIR by Kishore Mahbubani is different from his earlier books which were largely geopolitics focused . This book is more personal. It was a beautifully written memoir on one of Singapore’s most established diplomats. It feels like a well aged vintage wine that drew you into his story. The professor, being a very good storyteller, brings you on a time travel machine with his memories of his childhood years. His story mimics those of Singapore’s success.  He attributed his personal success to two miracles. First coming to Singapore to join his father who was on odd jobs and the awarding of a life transformative President scholarship by the Singapore government for his university education. Through this gift of education, it created the opportunity for him to turn around his family’s fortune. The professor gave a glimpse of what it was like growing up. He mentioned his great fortune of been able to grow up in Singapore, something he

  I have decided to buy back half of my sold position in Wilmar Int’l after the recent bad 3q result. Three things might potentially shift the needle in 4Q for Wilmar are as follow. 1.) China undertaking another stimulus this week if any. 2.) The Adani Wilmar 13% stakes sales worth close to USD 700m(50% owned) by end of Feb 2025 to meet regulatory requirements of a minimum 25% float. A sale may induce the company to pay a special dividend. 3.) The surge in palm oil prices to year high of MYR 4894. The company in its recent Q3 update mentioned about a rise in palm oil production. Surging prices and increasing production likely to help their bottomline. The geopolitical situation in Middle East provides support for crude which palm oil prices follow closely. (Source: Wilmar; Management guided for higher palm oil production) (Source: Tradingeconomics.com; Palm oil prices at 1year high)  I am moderating my position due to ongoing uncertainty around the world. As usual, no point predicting