I will be Malaysia in Chinese New Year so I thought I'd wish everyone earlier this year as I continue to find ways to use up the Ringgit I failed to spend in Kuala Lumpur last week. a) What I will be doing Very likely I will go to Kulai tomorrow in the afternoon on the second day, my in laws will take a 2-3 hour drive to visit relatives in Kluang region. I will be relying on 1 Gb of Starhub data unless someone can sell me a SIM card when I am in Malaysia. b) Financial Markets It is very apt that we're starting the new year with a reminder that rats bring the Bubonic plague. The Wuhan virus just claimed 25 lives and China seems to be in a panic mode as we speak. The historical literature on pandemics points to neutral or positive market but I suggest that we hold back...