As I see it

 [1/4, 14:45] Guna balan: 

 The 2023 economy.

https://www.thestar.com.my/news/world/2022/12/31/roundup-malaysia-economy-recovers-with-expectations-to-deepen-cooperation-with-china

Actually it will be a simultaneous development because each opponent in the AI and war industry will be over estimating it's chances of survival and for soldiers to defend the elite, like the industry owners and politicians, basically the bastards that start the AI machine war in the first place.


Not long now....

I haven't seen ringgit value vis a vis US dollar go down yet. 

I haven't seen PMI evaluation  for 1st quarter improve yet.

I havent seen debt to GDP numbers reduce yet.I

I do see however, 

⊙Malaysia Current Account recorded a surplus of 3.2 USD bn in Sep 2022, compared with a surplus of 1.0 USD bn in the previous quarter.

⊙Positive Momentum of Approved FDI into Malaysia. In 2021, a total of RM208. 6 billion in FDI were approved in various economic sectors manufacturing, services and primary sectors & Data recorded for 2022 (from January to October) shows that FDI project numbers in Malaysia have already surpassed those for 2021, with provisional figures showing a rise of 87%. 

This represents the highest percentage growth by far out of all Asia-Pacific countries

I believe most damage inflicted economically on us should be between 2023-2025.

  1. Systems change 2025 onwards.
  2. 2025 to 2033 will be like 1914 (post WW1 economy)

So, it's all about surviving ...

The figures released by BNM and other Street analysts are claiming or forecasting everything is growing great, economy and inflation, employment, consumer spending and assets like cars, houses and holidays purchasing.

Going forward, debt of RM 1.4 T is increasingly looking cheap as demand and money velocity increases ( increasing future GDP growth numbers) so, it is normal to assume post 2024 to 2027 any new govt will be looking to increase budget national

expenditure to increase and strengthen the nations infrastructural works ( including all related EV costs and Ai costs to SMI and SME industries)

So, in all respects as stated yesterday in my musings ...nominal MONEY(M4) is set to grow. This is good news for business, investment ranking, banking and wealth management industries. Not so much for the average joe's EPF savings VALUATION as ringgit will not be allowed to appreciate too fast ( if history is any indication) and thus a high ringgit is antithesis to future govt tax collections.

Only monkey wrench is the coming war.

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