Continue on earlier post on financial knowledge, this post will be on Malaysia financial market system and structure, well, it is a big picture and I am not able to show it out here, but indeed I get the detailed and useful resources for readers who interested in financial market:
Financial System of Malaysia
http://www.kpmg.com.my/kpmg/publications/tax/I_M/Chapter5.pdf
The Capital Market in Malaysia
http://www.adb.org/Documents/Books/Rising_to_the_Challenge/Malaysia/mal-cap.pdf
Hope the above link may provide value knowledge to you~! :-)
2026年上半年投资组合成绩单
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2026年上半年整体组亏损约7%,主要是拖港股投资拖累整体组合表现。这两个月,我明显低估了美元潮汐周期对港股的持续性冲击与下行力度,也是本次组合亏损主要因素。截至6月30日,整体组合现金比例已回落至10%左右,整体仓位偏紧,容错空间进一步收窄。
港股持仓为本周期最大亏损来源,其中核心重仓股中国平安表现最弱,...
1 day ago
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