KY, don’t touch call, focus on stocks with good business management n div n undervalue stock or growth stocks to avoid being slaugthers in stock market, buy n hold it longer at least 3-6 months. Call or put main pun sikit sikit nia. Timing entry sometimes very important, but u can mitigate it by using dollar cost averaging either up or down at diff timezone. Timing usually is contrarian to the crowd, need to see n learn. Hooe it help n good kuck to you, ganbateh

When u hold stocks with above good criterias i mentioned u no need panic selling even market against u, at least stock with div pare to fd (T&C make sure the stock price u bought not at highest premium or too overvalue, thats why find undervalue stocks is one way to avoid this) market always come back when the macro environment change.

如果你有注意bloomberg文章说anything can be changed. 等待9/7关税出炉这个大概就知道。 如何控制申请还是减少或者要马来西亚协定合约。无论是什么结果AI Chips都不会减弱的马来西亚减少别的国家肯定增加。 YTL AI Centre会影响嘛？ 目前不会AI芯片早就进来在库存里，以后呢在打算啦 老爷喜欢roti canai anything can change. 最重要是关税anything 20 and below 就可以庆祝了。

That would be good for YTL Power as competition on data centre lease will be less, and YTL Green DC Park in Kulai will be one of the very few viable data centres that have access to Nvidia AI chips (note that YTL Power has been classified as one of the preferred neocloud partners to Nvidia).

The US industry is currently suffocating from the shortage of rare earth. If this issue is not addressed expediently, foreclosures and unemployment rate will surge thus crippling the already highly debted economy. With this in hand, Trump is highly likely to lift strategic trade restrictions including semiconductor and AI chips in return of selective usage of rare earth from China. This U-turn in policy by Trump isn't a surprise at all as he's known for its feat, as always.

(July 7): Secretary of State Marco Rubio is set to make his first trip to Asia as top US diplomat this week to discuss trade and security with regional counterparts who are looking to avoid President Donald Trump’s looming tariff increases.

Rubio flies to Kuala Lumpur, Malaysia on Tuesday for a gathering of the Association of Southeast Asian Nations. While the US isn’t a full member of Asean, American officials often participate in its summits, as do China and Russia.

Rubio “is focused on reaffirming the United States’ commitment to advancing a free, open, and secure Indo-Pacific region,” the State Department said in a statement.

The gathering will bring Rubio together with peers from export-reliant nations that are anxious about the July 9 expiration of a 90-day pause on higher trade taxes. Trump initially rolled out reciprocal tariffs in early April, but the White House reversed course, froze those rates at 10% for three months, and opened negotiations amid tumbling markets and fears of a US recession.

Rubio will also likely face questions about Trump’s threat Sunday to impose an additional 10% tariff on any country that aligns itself with what he called the “anti-American policies” of the BRICS grouping of Brazil, Russia, India and South Africa.

Indonesia became a full BRICS member in January, while Malaysia, Vietnam and Thailand joined as partner nations.

China’s Foreign Minister Wang Yi is expected and Russian Foreign Minister Sergei Lavrov is confirmed. President Vladimir Putin’s government, entrenched in the war in Ukraine, is deepening ties in Southeast Asia through energy and defence deals.

For weeks, the administration has signaled its tariffs will revert to their higher April 2 levels for countries that fail to strike accords aimed at reducing US trade imbalances. Other nations will seek to follow the example of Asean member Vietnam, which last week reached a deal for a 20% tariff on its exports — compared with a 46% duty originally threatened — though goods deemed to be transshipped face a 40% rate — a provision largely aimed at China.

US Treasury Secretary Scott Bessent has indicated that some countries lacking an agreement by the July 9 deadline will be able to negotiate until the tariffs kick in on August 1. While the job of negotiating trade deals falls mainly to Bessent and others, Rubio is one of the first Trump cabinet members to travel to Asia.