Hello everyone!
Today I’ll be hosting another Ask Me Anything thread.
Ask about any questions you might have, for example:
What will be the impact of Indonesia’s ban on palm oil exports?
Will foreign casinos in Macau be able to renew their licenses?
How will the election of the Philippines’ new president Bongbong Marcos affect geopolitics and the stability of the Philippine economy?
What will be the long-term implications of China’s ban on non-essential travel?
What countries are going to be forced to hike interest rates to combat rising inflation?
I won’t provide investment recommendations or personalised financial advice, but other than that, I’m happy to answer any questions you might have!
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I really like your CNOOC write ups. However, there is however country risk (besides company risk and the price of oil&gas). Do you have a second o&g company that you like in Asia?
There is a large variation of dividend withholding tax rates among Asian jurisdictions (from 0% - 30%) with usually international tax treaties in place to partly mitigate these tax costs. However, reclaiming taxes in the context of these treaties often involves a lot of cumbersome paper work. Do you attempt to reclaim (partly) the dividend withholding taxes you paid for your personal investments? Does the impact of these taxes influence your decision to make a specific investment in the first place?