The key points are being summed up in the following three charts:
(i) GDP growth is lagging behind China, India. Post 1998 growth is terrible.
(ii) Hardly any global brands and companies. Even China, India, Brazil are doing much better than us, wake up!
(iii) Productvity growth lagging behind
How do you feel about these remarks?
"These companies don't have strategies, they do deals" Micheal Porter
"Hard to find Malaysian companies with business plans that will last 10 years" Gerry Ambrose of Aberdeen Asset Management. I am surprised by his remark since he always talk nicely of us in local newspapers.
More importantly, how do you feel about your future investment returns from South East Asia market in general, Malaysia in specific?
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