Sunday, May 24, 2020

FLEXIT Strategy (or not)

  1. The tottering and the flip-flopping is entering the final 96 hours on the back of 2 major reset programs called Ramadhan and a Covided-MCO.
  2. Personal priorities are clearer, the next steps are not. The trading of security and stability to risk and instability has not been adequately resolved. But isn't that the case with hindsight and being in the moment versus projecting to a very unformed future?
  3. Rightfully said that the future at least needs to be formed, at least partially, before an informed decision could be made. Anything less is just inadequate preparation. And this after thinking about things for 3 years.
  4. The lack of a 100 day plan that is executable is worrying. If anything, it invites the question of preparedness. At the very least, the 100 day plan should have substantial revenues being generated. To point to savings and pension plans as the backups are good, but insufficient. The need is to work on the investable opportunities now. And it should be less fluffy than to point to the unit trust and equity investments which are just too volatile in the recession period at the moment.
  5. The moment is ripe for an investment. To start with, it should be a small allocation into a lucrative growth opportunity. To understand how the market works and what the demand will look like will give greater comfort to make the jump. A vidcall to Shereen should be done.
  6. I should be less instinctive as I am now for decision making when using own money for this venture. A more structured way of moving and taking tentative forward steps, and being ready for all the heart-aches. Being prepared for all eventualities. Being thoughtful and being persistent. All qualities being eroded by the toxic enmities I carry in Xeraya.
  7. Not easy to rely on own capabilities when the environment isn't really conducive. The political upheaval doesn't signal too much hope, but more of trying to work through private interests. 
  8. Balancing is next to impossible.
  9. Timing is everything. But willpower to bend outside drivers and conditions are more than that.
  10. Question is - am I the one? Or am I too racked by self-doubt?

Wednesday, April 15, 2020

Covid-19 and the new normal, and the same people more or less

  1. It's week 5 of the lockdown. The world has changed at so many fundamental levels, that is the accepted datapoint, but has it really?
  2. In the past 5 weeks, these happened: 
  3. At a global level (i) US under Trump has been exposed like the incompetent leader that he is, the UK is not too far behind. (BoJo, sorry for your Covid-19 affliction, sir, but your country is in really bad shape now); (ii) China has taken charge of the narrative from being the source of the virus through unhygienic and questionable dietary choices; to leading the world to how to handle a crisis and extending soft power diplomacy to many developed / developing nations in dire need of help, (iii) the rise of pharmas, biotechs and VC tech companies to combat the dangerous and cunning virus (iv) healthcare delivery systems in developed worlds overwhelmed by Covid cases;
  4. At a national level (i) schools / universities closed down and students intakes for next year to traditional establishments has been cast into uncertain limbo, not to mention teachers taking on additional workloads (ii) SMEs getting severely and adversely affected by the lockdown - at least 6 weeks and eating into traditionally high retail seasons (iii) businesses pausing and restrategising where the world is headed to - a digital transition where applicable, (iv) adjusting to possibility of further economic impact in a world of intermittent lockdowns (v) financial stimulus opportunities abound.
  5. Nationally, any politicking is on pause. Which is a benefit.
  6. At family levels, the salary earners will need to consider how to bring in the dosh. How best to adapt in this strange, unpredictable world.
  7. Commentary is only there for therapeutic reasons - it is a world that appears to need to be rebuilt brick-by-brick.
  8. Some thoughts, just for posterity:
  • Care protocols for Covid-19 is being updated almost daily, and the US due to the sheer case volume is unfortunately, the best place to research.
  • Vaccine development is just so far away - as it stands, only Moderna's first RNA solution is entering into Phase 1 in, I don't know, the first 2 patients? Even in best case, it will be 12 months away, notwithstanding potential manufacturing bottlenecks to do method transfer of its new process manufacture. And without a vaccine, the physical distancing measures is the only way to prevent continual recurrence of the outbreak that can overwhelm hospital care capacity in a matter of weeks.
  • With intermittent lockdowns appearing to be a new status quo in the near to mid-term future, the economic effects will not be sparing but can only be mitigated. Without an adaptive solution, we will not be prepared.
  • Obvious solution is extensive detection (rt-pcr) and immunity (serological) testing and contact tracing. Our execution capacity to do this is questionable - even in the best cases scenario as proposed by some very brash voices, I doubt we will be able to do this at scale.
  • The benefits of convalescent plasma arising from serological tests appear to be lofty ideals at the moment - do we have the scale for purification and acceptance at our end at the economic costs we have? Is it still cheaper to do with primary care and ensuring our capacity is not overwhelmed at the most dangerous spikes?
  • The economic impact is one where the biggest opportunities will lie. There is an abstraction of needs that will probably be filled by the Apples and Googles, but the need for a local solution I believe will be overwhelming. 
  • Digitisation of verification, processes, marketing, conferencing; medical devices and solutions that enhance efficiencies of healthcare delivery systems are almost inevitable in the shortest possible timeframe. The introduction of these solutions at a freemium initiation and building up loyalty over the next difficult phase of the Covid fight will probably be the best position.
9. By the way, people won't change. There will still be brash loudmouths, spin doctors and various aggravating people, Covid or not. That part of the world won't change.
10. I should change for the better. If anything, to have a cunning, invisible, microscopic piece of single-stranded "organism" causing this much havoc on the planet is extremely humbling. If only the world takes heed.

Wednesday, March 4, 2020

The new(er) old Malaysia


https://www.theguardian.com/commentisfree/2020/mar/03/the-guardian-view-on-a-royal-coup-a-king-overturns-a-historic-election

Not often I read something from the Guardian I disagree at so many levels, but this is something else. This just fails to accept how the system works here in Malaysia and instead brings voice to create a deep mistrust with the King, and the larger issue of democratic practice in Malaysia.

Let me break it down -
1. The King
The situation of a reigning PM resigning (sorry - couldn't resist) in a backdrop of a realigning coalition was unprecedented and was a test of the robustness of the constitutional monarchy that the Brits exported to us. (Note: Yes you Brit yobs, thanks but on second thoughts.. why were you here in the first place?) It wasn't like Tun M was resigning and passing it to the present ruling coalition, it was a ruling coalition that was getting replaced with the expectation that Tun M was to continue as the leader of the new coalition, and he was resigning. The question then becomes - who is in charge and who has the majority support of the elected reps?

That was the question for the King to determine, and in the face of it, he did just that in a situation without historical precedence.

The fact that some parliamentarian displayed behaviours that were chameleonic, dishonest, opportunistic and corrupt (so, what's new where - US & Trump? UK & BoJo?) by saying to the King that they were supporting Person 1 and changing their choice at the drop of a hat after that meeting complicated things.

The Guardian piece failed to clarify this important piece.

2. Anwar
It sounded like the piece wanted the world to side with Anwar (again) as seemingly democratic principles were abandoned. Lest it be spun, let it be remembered in the heat of the (battle) situation, Anwar offered himself as a candidate. He was nowhere close to getting majority support, and in an embarassing about-face when it was clear he was losing, offered Tun M the candidature to lead the (Anwar's/his!) coalition when Tun M was no longer getting the support of his own party (ie party-less!).

Is the Guardian piece promoting democratic practices or a mouthpiece for Anwar?

3. Tun M
Yes, badly misjudged and miscalculated the support that he was getting as the events were unravelling beyond control. But you could see the logic in what he was doing. Yet it wasn't enough to surmount the decades of animosity and mistrust, and it ended with that internal bickering allowing a dark horse contended to steal the game.

4. UMNO and Muhyiddin
In the end, this is still a fragile coalition. What is not evident is how much of the hard-won democratic space will be retained or if there will be the walking back of the racial patriarchy and patronage culture that is so toxic. How is the mistrust caused by racial polarisation and class divide going to be bridged? Muhyiddin deserves to be given a chance. If not, the Malaysian democratic practice that is in place, and one that the King has demonstrated the robustness of, will show the present ruling coalition out the door sooner rather than later.

Tuesday, September 10, 2019

Approaching the endgame

1. I am now at the cusp of pulling the trigger, and for now at least, it is more certain than I have ever been before. The only restraint would be the financial needs for education for the three remaining ones.
2. If I were to conduct a Situation Analysis, the following would emerge:
  • from a PPA, a company in troubled waters to grow further - capital contraints et al
  • my own position, while influential still, is subordinated to higher powers and still seen as working level. Commensurate pay is not achievable and ceiling is real.
  • the influence I can wield, from a strategy making and a HRD point of view, is diminished in my position. I'm also not sure if I want to expend enough energy to drag the whole company out of it. 
  • from a POA perspective, I have established my credentials. The fact the company does not value me only adds to the angst. There are various opportunities to pursue.
3. Which brings me to the only realistic solution - ie FLEXIT. (hahah)
  • From a DA view, stay/go/stay&fight are the only valid options. The 3rd, while still valid, is probably going to go through some serious emotional wringer and turmoil trying to put my points across to pekak-badak.
  • The learning point when dealing with people like this is that while political manipulations can be admirable in some ways, it has to be accompanied with a genuine heart-felt, emotional connection to advance people. Otherwise, we are dealing with soulless robots.
  • The balanced point of view is the loss of income generation, although the safety net can help in short-term.
4. So what then? Some various revenue generating options emerge.

For the first 3 months (while in tender mode)
  • freelancing on training
  • aquaponic
  • self-development - and pursue post-grad research although this should be done only if it helps with the revenue-generating objective
  • Anneige consulting on business development - high-tech Grabba model, SME value creation plans - strategy, HRD, institution building - education model etc
  • develop healthcare specialised business models - bridge to market, HSCI-QB3 connections, 
  • also to figure out involvement in cybersecurity
  • involvement in disruptive tech - IoT - work with UTP.
Also to send out CVs -
  • MD positions
  • recruiters
  • energy companies
  • acquintances in energy business 
And to accept part-time/freelancing retainer work
  • learning points on investments
  • strategy making and sector update
  • L&T work
5. All involves disciplined use of time and resources. GTD will be needed more than ever before.


Sunday, March 24, 2019

Israel is a racist, islamophobic nation that lies about what is in their hearts

Western media went berserk with Mahathir for saying these things on Israel.

As usual, Israel defended itself as the foremost humanitarian race with superior values. Well.... this seems to be them too...

https://www.youtube.com/watch?v=GJOV_cN-JP8


Thursday, February 21, 2019

Speaking truth to power...

...requires you to build this power base of recognisable expert-level knowledge and to also have within you the moral compass to determine the wisest course of action. You miss out on any of those points, you lose the right to express yourself in the full view of an unforgiving audience, and having each word and syllable being captured and replayed out in minute detail as it is frozen in the abyss of time and the internet.

https://www.youtube.com/watch?v=P8ijiLqfXP0



Saturday, November 17, 2018

Where to, now?

  1. Sometimes despite the nice, warm sunny day we can still make out storm clouds gathering and the sense of gratefulness and pleasantry is immediately tinged with a little bit of trepidation and anxiety. Such is the wheel of life that you are both at the top and the bottom at the same time! The ability to balance both, separate out the strands and finally emerge knowing clearly where you stand is important.
  2. At the moment, the trepidation lies with the people of power and authority surrounding me - the bigoted mind of you are not worthy as compared to my Pikachu who comes from this esteemed bank and billionaire family heritage, the short-sighted politician with the fixed view on everything that is rectified the next time someone points out that how wrong it is, the dogmatic intellectual who is always correct (and always wrong too) because he argues both ends of the spectrum at the same time, the manipulative leader - who unable to articulate his thoughts and is too insecure and views his time as too precious to take people through his own thought process but argues his position piecemeal until after a long, exhausting process ends up as the completed 400-peice jigsaw he intended in the first place, the seemingly secure, sophisticated urbanite who will not admit to his upbringing and is too jaded to stand up to his position, the clever technocrat who is intent to keep his hands clean of all unnecessary burden from the lower-caste society he is brought on to heal and bring to civilised world.
  3. So, where does that leave me?
  4. I suppose how I carry myself changes. Being facetious when senior is more fun. I think not being taken seriously does put me on edge.
  5. Better fashion sense, better seriousness and bringing issues and agenda that pushes the envelope. Showing better conviction. Making sure I have the right charisma to convince.