- not good outlook for O&G, property
- not keen on USD beneficiaries (short term)
- cash as call option
- clean energy and electric/driverless cars (Tony Seba)
- entrepreneurship is tough in Malaysia (different from independent business operator)
- use heart-mind to make decision (Mencius)
- opium trade benefited US (e.g. funded ivy league universities)
- Trump to win elections (disastrous policies)