Capital Dynamics Sdn Bhd is the first independent investment
adviser in Malaysia. It has been described as "one
of the country's most iconoclastic and critical research
outfits".
In February 2004, Capital Dynamics Sdn Bhd launched icapital education.
Since our inception in 1988, we have remained totally independent
and have been providing objective advice on Stockmarkets and Economies
through iCapital.
The iCapital newsletter is its flagship product.
It has been around since 1989.
In 2002, icapital.biz, the online version
of iCapital was launched.
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Malaysia's economy, the KLSE and a new Prime Minister
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Date |
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7 November 2003 |
Venue |
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3rd Floor, Bangunan KWSP, Changkat Raja Chulan, 50200 Kuala Lumpur
(jointly held with TEC-8) |
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Course Objective :
Understand Malaysia's economic future under a new Prime Minister ans d its impact on the KLSE.
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Course Outline
[1]. Background
[2]. Global Backdrop
1. US economy
2. Japan economy
3. Updates on world economy
* US GDP
* US CPI
* Japan GDP
* Japan CPI
* China's Role In Exports
* Semiconductor Industry - Recovery
* NASDAQ - bottomed out
C. Malaysia's Situation and Prospects
Very Mediocre Economic Performance - the HARD facts.
1. 1961-81 vs 1982-2002
2. Malaysia's Average Nominal GDP Growth
3. Malaysia's GDP Per Capita in 2002
4. GDP Per Capita
5. 1961-2002
C.2. Malaysia's Economic and Political Prospects
Global Outlook
1. Semiconductor sales and Malaysia's exports
2. Weakening US$
3. US Current Account Deficit
4. Malaysia's FDI
5. The Asian Equity Markets - Why the KLSE is lagging
6. New political leadership - Badawi's speech in March 2003
The power of low expectations and strong tailwind.
7. KLSE and M1 Money Supply
8. Long-term KLSE CI
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