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Showing posts from February, 2013

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Yen at Risk: Slow BOJ Rate Hikes Could Weigh Further on Currency, ADB Warns

Japan’s currency may face  continued downward pressure  if policymakers move too slowly on interest rate hikes, according to the head of the  Asian Development Bank . Rate Gap with US Driving Yen Weakness ADB President  Masato Kanda  highlighted that the  wide interest rate differential  between Japan and the US remains the key driver behind yen weakness. Investors continue to favour the  US dollar  due to higher yields The  Bank of Japan  risks being seen as  “behind the curve”  on inflation As a result, the yen struggles to strengthen even when  global risk sentiment improves . BOJ’s Slow Response Raises Market Concerns Despite inflation hovering around target levels for years, the BOJ has maintained a  cautious policy stance  to avoid damaging Japan’s fragile economic recovery. However, markets may react negatively if: The BOJ  delays rate hikes further Investors lose confidence in Japan’s  poli...

EPF declares 6.15% dividend for 2012

After a week of waiting and speculation, finally EPF declares 6.15% dividend for the year 2012, which to me it's not bad. A 0.15% higher than the previous year, although still fall short of our expectation of more than seven to eight percent. KUALA LUMPUR: The Employees Provident Fund (EPF) declared a dividend rate of 6.15 percent for the financial year ended Dec 31, 2012. The dividend rate, an increase of 15 basis points over the 6 percent rate paid out in 2011, translates to a record breaking total of RM27.45bil being distributed to its members, an increase of 12.2 percent over RM24.47bil paid out in the previous year, said EPF Chairman Tan Sri Samsudin Osman on Sunday. “Notwithstanding the increasingly complex investment environment, the EPF maintained its steady upwards momentum to post its strongest set of results since the turn of the millennium, underpinning the effectiveness of its long term investment strategy as well as its disciplined and prudent approach,” he said in ...

2013 CLSA Feng Shui Index

AS we are entering the Chinese New Year season, let us look into what the Feng Shui master say about the market sentiment in the upcoming water snake year. It looks to me we are going to see a downtrend after the mid year, and then rebound for a month before heading towards downtrend from November until December before the stocks having a recovery towards the end of the water snake year and ushering in horse year in 2014.