Is the Malaysia's most valuable investment no longer oil, but data centre?
Marathon Asset's Investment Philosophy: Capital Cycle, the Main Driver of Boom and Bust.
Hong Kong retail investor Cao Renchao once remarked that value is elusive and perceptions of 'value' can vary significantly over time. This perspective has deeply influenced my approach to investing. Consider the 2020 glove stock bubble, many investors considered stock valuations favorable due to the pandemic-induced demand surge. However, this view was…
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