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Why I’m Pivoting Away from Malaysian REITs
Malaysia killed the 10% REIT tax shield. Find out how it impacts your dividend portfolio yield.
Mar 23
•
Thomas Chua
Recent posts
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The 2026 SaaSpocalypse: AI Threat or Generational Buy?
Are AI agents destroying SaaS? Software stocks plunged 35%, but RPO data tells a different story. Find out more here.
Mar 16
•
Thomas Chua
Deep Insights: Tenaga National Berhad
Here's why I believe Tenaga Nasional’s dividend could be poised for meaningful growth.
Mar 2
•
Thomas Chua
Overview of Malaysia Utility Sector
Deep-dive into Malaysia's energy landscape to understand how it works before investing.
Feb 23
•
Thomas Chua
Navigating 2026 Markets: Part 2 - Malaysia Market
My honest take on Malaysia’s market outlook and portfolio plans for 2026.
Jan 6
•
Thomas Chua
3
Navigating 2026 Markets: Part 1 - Global Markets
2025 is over. Here’s how I’m thinking about 2026 global markets — rate cuts, volatility, and what 2025 taught me as an investor.
Jan 5
•
Thomas Chua
2
Dividend Portfolio Review for 4Q 2025
A candid look into my dividend portfolio — income growth, mistakes made, and lessons learned.
Jan 2
•
Thomas Chua
Reviewing My 2025 Market Predictions
A year later, I reviewed my 2025 market calls. Some aged well, many didn’t. Here’s the honest scorecard.
Dec 23, 2025
•
Thomas Chua
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