Running a country is just like running a business. You have to stay competitive. Your customers are the worlds consumers and investors and your competitors are other countries. Yes, we know that Malaysia is a relatively rich and developed country. But prices always reflect opinions about the future, and the question I am asking is whether Malaysia is doing what it needs to do to stay competitive in the future against the likes of Thailand, Vietnam and Singapore.
This is why the 9MP is so important. Check out this article to get a clear take it, and see why I am increasing my equity allocations to palm oil.
Happy Monday!
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