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So many things going on this week, from the shocking Taliban d | Investing with Kwa

So many things going on this week, from the shocking Taliban development to the dismissal of the our own cabinet.

Malaysia market: So far Malaysian investors seems numb to the political turmoil, reacting minimally to the change in government AGAIN. It’s because this has largely been factored in and those who wanted to divest from Malaysia has already done so.
What I’ve been doing is following some advice of some experts. “It’s okay to hold Malaysian stocks, as long it’s not government related. “ No matter who’s the government next week, no government wants businesses to fail as they want to boost the economy and collect taxes. Glove companies will still be exporting the same amount of gloves. Another example, $MFCB is a hydro dam operating in Laos, so whoever’s the new PM won’t change the amount of water flowing through the dam .
In contrary, companies who might be affected will be companies who depend on government projects like $GAMUDA which we’ve seen heavy sell downs recently.