tag:blogger.com,1999:blog-6297413898275266606.post5626258717880979887..comments2024-03-27T18:15:59.096+08:00Comments on Economics Malaysia: ICYMI: Growth and Ageing on BFMhishamhhttp://www.blogger.com/profile/06265308095732759923noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-6297413898275266606.post-58560465849083271112016-10-04T19:08:16.358+08:002016-10-04T19:08:16.358+08:00@Warrior
Just to clarify:
1. I think the current...@Warrior<br /><br />Just to clarify:<br /><br />1. I think the current slowdown is partly due to cyclical factors (such as higher inequality, credit constraints after a financial crisis), but also due to deeper structural factors (declining labour force growth).<br /><br />2. Aging itself has an impact on lower productivity (e.g. <a href="http://www.wsj.com/articles/hishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-23954416076454122102016-10-04T18:25:28.911+08:002016-10-04T18:25:28.911+08:00@Warrior
Happy to oblige as always. Nice to see y...@Warrior<br /><br />Happy to oblige as always. Nice to see you back.<br /><br />Of course, what the recent developments you're talking about have to do with long run growth, I'm not at all sure - they all appear to be symptoms to me, not the disease.<br /><br />I'm looking at the past couple of thousand years, and projecting into the next 200. For market developments, it's really hishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-3202075869626482482016-10-02T08:08:40.846+08:002016-10-02T08:08:40.846+08:00Hahaha....a whole load of bunkum doeth gets one fa...Hahaha....a whole load of bunkum doeth gets one far...i guess. Ageing has as little to do with declining growth as UFOs has with warts on our bodies......ROFLMAO<br /> <br />The real issue is stagnant wages, income and wealth disparities,global supply chain dynamics, TFP plus the shift to a sharing economy. Its a cop out to attribute declining growth to ageing for it sweeps the need to address Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-87120729896426248902016-10-02T08:07:19.355+08:002016-10-02T08:07:19.355+08:00Hahaha....a whole load of bunkum doeth gets one fa...Hahaha....a whole load of bunkum doeth gets one far...i guess. Ageing has as little to do with declining growth as UFOs has with warts on our bodies......ROFLMAO<br /> <br />The real issue is stagnant wages, income and wealth disparities,global supply chain dynamics, TFP plus the shift to a sharing economy. Its a cop out to attribute declining growth to ageing for it sweeps the need to address Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-50789381375962216142016-09-30T11:26:52.810+08:002016-09-30T11:26:52.810+08:00The RM1.60-consumer-surplus thing is very eye-open...The RM1.60-consumer-surplus thing is very eye-opening and stimulated some thinking. I guess that applies to almost everything except Apple's products and toll fare.Fungnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-68927880655638988892016-09-29T21:47:47.023+08:002016-09-29T21:47:47.023+08:00@Jason
1. Some of the developed country pensions ...@Jason<br /><br />1. Some of the developed country pensions have been investing in hedge funds for the past decade. Norway's actually has an allocation for small-caps...in Malaysia! Increasing interest in the VC space already. Having said that, I don't think we're going to start investing in art or coin collections just yet.<br /><br />2. You betcha. "Unconventional" policy hishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-7794043093964036362016-09-29T21:42:42.382+08:002016-09-29T21:42:42.382+08:00@Anwar
Can't be helped LOL. I started schooli...@Anwar<br /><br />Can't be helped LOL. I started schooling there.hishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-17089736980685916952016-09-29T17:32:49.009+08:002016-09-29T17:32:49.009+08:00EPF is the 14th largest?
Anyway, it's quite c...EPF is the 14th largest?<br /><br />Anyway, it's quite comforting that BFM took an interest in demography and growth. <br /><br />Follow up questions from my (horrific) list of questions last week...<br /><br />1) How long do you think before pension and insurance funds globally decide to be really,really aggressive in yield hunting? (since the implication is that this will be the inevitable Jasonhttps://www.blogger.com/profile/03517459200735545587noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-44023476036410016722016-09-29T05:21:01.902+08:002016-09-29T05:21:01.902+08:00Very American la u punye accent :-)Very American la u punye accent :-)Anwar Rangkuti, CFPhttps://www.blogger.com/profile/11412527948712541851noreply@blogger.com