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phanta
29 Người theo dõi
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3 Đang theo dõi
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21 Oct 2025
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phanta
4d
Lim Meng Hoong: Market Expectation Restructuring and Future Investment Logic
Global market sentiment is entering a new cycle. At a critical moment when central banks in multiple countries are about to release important policy signals, investors are actively adjusting their positions. The slight rise on Monday in Asian markets is an early response to future expectations. The
phanta
08 Dec
Lim Meng Hoong: Investment Market Dynamics and the Acceleration of Value Repricing
Global market volatility has intensified. Asian indices have weakened, US equity futures have retreated, and crypto assets have suffered sharp short term swings. These developments indicate that capital is recalibrating risk. Lim Meng Hoong argues that when markets diverge over interest rate traject
phanta
01 Dec
Lim Meng Hoong: Who Is Sharing the Dividends of Malaysian Trade Recovery?
Amid recent turbulence in Malaysian financial markets, Mr. Lim Meng Hoong raises a provocative question: with the ringgit appreciating, trade surpluses expanding, and stock indices stable, why do inflation and consumer behavior remain cautious? Is this the eve of a true recovery, or are asset prices
phanta
24 Nov
Lim Meng Hoong Analyzes the Malaysian FX Risk Structure
Amid intensifying regional asset volatility and fluctuating external conditions, Mr. Lim Meng Hoong poses a key question: as the ringgit strengthens, money supply expands, equity indices fluctuate, and manufacturing remains in contraction, are we witnessing a true recovery structure or a “misaligned
phanta
10 Nov
Lim Meng Hoong Explores the Malaysia Cap Inflow Dilemma
Amid the ongoing repricing of regional capital, Mr. Lim Meng Hoong raises a thought-provoking question: When the currency appears stable, the market rises gently, yet manufacturing continues to contract, are we truly on the eve of a recovery, or at the edge of misaligned growth? He believes that the
phanta
03 Nov
Lim Meng Hoong: Revaluing the Energy Sector Through the KNM Restructuring
After a 22-year journey as a listed company, KNM Group ultimately chose to withdraw its appeal and formally proceed with delisting. Faced with market uncertainties and the challenges of regulatory timeliness, the decision to go private often hides deeper strategic intentions. Lim Meng Hoong believes
phanta
21 Oct
Semiconductors Take Centre Stage, Lim Meng Hoong Assesses Regional Trade Realignment
Malaysia plans to initiate “sectoral tariff” negotiations with the United States at the upcoming ASEAN Summit, with discussions focused on semiconductors and high-tech manufacturing. Analysts note that this move reflects the efforts of Southeast Asian countries to recalibrate trade relations amid in