Zer Bin

Anything from personal finance to investment & business.
Zechariah 4:6
🇲🇾🇮🇩

[Zer Bin @zerbinsiew]

Greenland is strategic because Arctic ice loss is opening up more seasonal shipping routes which are
1. Russia's Northern Sea Route
2. Canada's Northwest Passage
3. Transpolar/central Arctic route (future)
And that puts Greenland also strategic to access Arctic resources.

The two most obvious powers competing over Greenland are no other than China and US, only in recent years.

China who is not an arctic nation has been attempting to exert influence,
1) Bid to expand 3 major airports in 2018. The strategy is, China gives loans, hence having political leverage Basically, if you owe me, so listen to me. However, the deal was stopped by Denmark stepping in to fund a 33% stake of the project.
2) Attempted purchase of abandoned naval base by a Chinese mining company, which was turned down by Denmark.
3) Involvement in mining, mine sites Citronen Fjord (Lead/Zinc mine) via a 70% debt funding package which could potentially create dependence on China, Isua (Iron ore) which was acquired from London mining. Both were revoked by Greenland.

US however has long standing interest with Greenland since the early WW2 to Cold War times, for containing German expansion and later on Soviet Union.
Greenland is the shortest polar routes between North America and Northern Soviet territory. So establishing bases in Greenland would mean early warning systems and air defenses.

This has lead to,
1) 1951 US-Denmark Greenland defense agreement. enabling US base and operations.
2) And recently due to strategic interests arising, reopening its consulate in Nuuk in 2020, since 1953.

Greenland's strategic importance is more than what we think, as tensions between US and China increase, whoever controls this would mean,
1. Securing better military advantage
Better positioning for missile warning/defense and space domain awareness

2. Arctic access and maritime leverage
Influence over North Atlantic-Arctic gateways

3. Controlling critical resources
Critical minerals like rare earths, zinc, lead, iron ore

4. The most important of all, Gaining political leverage over the Arctic governance
This would be the most crucial as it will be global interest as to who controls the security, and strategic resources in the Arctic.

[Zer Bin @zerbinsiew]

Contentment is not mediocrity. It's realising you can't have everything and you pursue what matters the most.
https://t.co/U9LdOC4GST

[Zer Bin @zerbinsiew]

@eKharus RR's party won't be ready for GE16, it would take 2 or 3 terms at least to build group up. He's playing a longer term game.

That being said, we have to bear with another 5 to 10 years of political volatility to play out before we can see significant reformation.

[Zer Bin @zerbinsiew]

Respect to Rafizi's idealism and not willing to compromise. BERSAMA is a breathe of new hope in Malaysia politics.

[Zer Bin @zerbinsiew]

@nireshkaur To reach that goal, building strong and solid income matters much more than having insane returns on investments.

[Zer Bin @zerbinsiew]

We need to talk more about diffcult topics. As in really talk face to face, not just in text or forwarding stories. The more we talk and confront difficult topics, the more we start truth seeking. The less we talk, the more divide there is between opposite sides, and that's dangerous. This message couldn't be clearer, especially for the days we are living in now.

[Zer Bin @zerbinsiew]

@richzou Fuzhounese Malaysian here, all the best, go get it and may God be with you!

[Zer Bin @zerbinsiew]

@rafiziramli What's the point of bringing this online? Didn't you have the chance to communicate when he reached out? This online rant is getting too much, you are better than this.

[Zer Bin @zerbinsiew]

@rimau_my @khalidkarim Agree with you actually but how to form government as a single contributor?

[Zer Bin @zerbinsiew]

@alif_appm Agree. It's not about choosing the most perfect leader but who is the most capable to lead. Malaysia was OK with choosing leaders from the same party for 61 years, but now people are setting the bar so high that none of the previous PMs can even be qualified to lead.

[Zer Bin @zerbinsiew]

@iamretardio CPO if not mistaken was already duty-free so there's no change in this announcement

[Zer Bin @zerbinsiew]

Malaysia GDP grew by 5.2% in 2025, with Q4 2025 growing by 6.3% y-o-y.

Mainly driven by strong domestic demand and favourable exports, matching below statistics

[Zer Bin @zerbinsiew]

Entering Anwar Ibrahim's 4th year as Prime Minsiter of Malaysia

1. Highest trade record at over RM3 Trillion
2. Asia's top perfoming currency in the era of tariffs war and deglobalisation.
3. Non-performing loan at 1.4% lower than pre-Covid
4. EPF contribution increased by 15.3%, unemployment 2.9% at 11 year low
5. Vehicle sales more than 820k units
6. No.1 tourism in Southeast Asia

This feels similar to Najib's era of heavy infrastructure spending, MRT, TRX, 118 except it might be more sustainable as it is not heavily debt driven. In fact debt coming down signals bargaining power and national interest can be further prioritised.

My takeaway, in the era of tarrif war, every country is looking at being the ideal trade partner to support risk mitigation either away from China or away from US. Malaysia has played its cards really well, its firm stance as a global player in chips and logistics, leveraging it's unique position of progressive trade policies, plus lowest cost to talent among all its ASEAN peers prove to be one of the most attractive places to invest in.

If Malaysia continues the same direction in the next years, golden age is very much possible, perhaps double its gdp per capita.

Credit to:
https://t.co/VeaiVcViD9

[Zer Bin @zerbinsiew]

@mafiadhillon @AfralAbdullah Sadly I think Malaysia isn't ready for him yet, I really hope so though

[Zer Bin @zerbinsiew]

Entering Anwar Ibrahim's 4th year as Prime Minsiter of Malaysia

1. Highest trade record at over RM3 Trillion
2. Asia's top perfoming currency in the era of tariffs war and deglobalisation.
3. Non-performing loan at 1.4% lower than pre-Covid
4. EPF contribution increased by 15.3%, unemployment 2.9% at 11 year low
5. Vehicle sales more than 820k units
6. No.1 tourism in Southeast Asia

This feels similar to Najib's era of heavy infrastructure spending, MRT, TRX, 118 except it might be more sustainable as it is not heavily debt driven. In fact debt coming down signals bargaining power and national interest can be further prioritised.

My takeaway, in the era of tarrif war, every country is looking at being the ideal trade partner to support risk mitigation either away from China or away from US. Malaysia has played its cards really well, its firm stance as a global player in chips and logistics, leveraging it's unique position of progressive trade policies, plus lowest cost to talent among all its ASEAN peers prove to be one of the most attractive places to invest in.

If Malaysia continues the same direction in the next years, golden age is very much possible, perhaps double its gdp per capita.

Credit to:
https://t.co/VeaiVcViD9

[Zer Bin @zerbinsiew]

@dannycheng2022 This is exactly why I follow you, no bias and emotions, just facts

[Zer Bin @zerbinsiew]

@pakpakchicken Excited, watching closely and getting ready to increase my position size

[Zer Bin @zerbinsiew]

Comfort zone is a beautiful place where nothing grows.

[Zer Bin @zerbinsiew]

Merry Christmas!

Luke 2:11
For there is born to you this day in the city of David a Savior, who is Christ the Lord.

[Zer Bin @zerbinsiew]

@simtzetzin @anwaribrahim @n_izzah @tzafrul_aziz About 5% of Malaysia's palm oil exports are to US, that number will definitely grow now