Monthly Archives: April 2025

29 04, 2025

Outlook After Tariff

2025-05-02T03:42:52+00:00April 29, 2025|

As FBMKLCI rebounds above 1500, the worst appears to be over for now. While encouraging, the outlook remains uncertain. Nixon W. our CIO, believes that our local bourse requires catalyst for further upside. Feel free to have a read HERE.

bursa

27 04, 2025

Hartamodal

2025-04-28T04:10:32+00:00April 27, 2025|

As part of our 3 years anniversary growth plan, we incorporated a 100% owned subsidiary to focus on private markets investment with a VCMC entity, Hartamodal registered with Securities Commission Malaysia.

Hartamodal led by Cheng Wen Tan & Nick Leong will invest in startups & MSME which has the potential and intent to go listing on Bursa Malaysia. We believe 🇲🇾 MSME ecosystem is robust and pipeline-ready.

Feel free to reach out to us if you are looking for equity funding. Our doors are always open to support Malaysian founders building their dreams.

26 04, 2025

MBI Fraud

2025-04-28T03:58:49+00:00April 26, 2025|

The recent MBI ponzi scam unraveling, freezing of assets & arrest of individuals linked to the scheme has captivated interest of the nation. Jia Man Neoh, CFA, our fund manager had the opportunity to share his insights and views with The New Straits Times Press (Malaysia) Berhad Beyond The Headlines vodcast. The topic also touched on the capital markets and regulatory enforcement. Feel free to watch the RECAP.

Thank you Amalina (lola) Kamal and Hazween Hassan for inviting us for this interesting topic. It is our pleasure to be a part of the show.

Securities Commission Malaysia Bursa Malaysia

15 04, 2025

Outlook For Tariff

2025-04-15T01:41:32+00:00April 15, 2025|

The stock market has gone through a see-saw for the past week. Temporary relief from the massive selloff last week is due to the tariff rollback to an extent. Zhu Hann NG shared his view along with other industry experts on the near term outlook. Feel free to have a read HERE.

bursa

12 04, 2025

Foreign Fund Outflows

2025-04-15T01:38:11+00:00April 12, 2025|

Tradeview’s Ng observes that due to the reciprocal tariffs, many fund managers are waiting on the sidelines to see the impact of the decision. “Even if the announcement is [more] favourable [than expected], the market will still take time to digest it.”

After witnessing the massive foreign outflow from Malaysia, he is less positive on the 2Q market outlook. “I don’t think it’s time for investors to be aggressive yet. It’s always good to conserve more cash and wait a while and see how things play out in the second half.”

The fear of data centre infrastructure being overbuilt is another concern for Ng, who says “the narrative that gave us a tailwind last year has become a headwind this year”.

Zhu Hann NG‘s comment in The Edge two weeks back is published online this week. Feel free to have a read HERE.

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