Independent research · Kuala Lumpur

Independent market insight, looking through glasses

A monthly Panoramic View session and independent commentary on the markets — no house positions, no conflicts, just the view as we see it.

Latest sessionPanoramic View May 2024 →

Why we publish

To empower investors through knowledge, rather than enslaving investors through reliance on stock tips.

Trident Analytics publishes independent market commentary and the monthly Panoramic View session — a straight read on where markets stand, with nothing to sell you but the analysis itself.

The monthly session

The Panoramic View

A monthly sharing of our views on the major events that affect business and markets, and what lies ahead. Ninety minutes, held virtually, with Peter Lim Tze Cheng.

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Panoramic View June 2023Panoramic View March 2023Panoramic View March 2022: Market Collapsing. What Should Inverstor Do?Panoramic View Nov 2022 (2)Panoramic View Sept 2021: Banking on Economic Recovery

The analyst

Peter Lim Tze Cheng

Founder & Chief Research Officer

Peter started as an analyst in 2003 and has since served local and foreign-owned asset managers as Head of Research, Head of Equity and Chief Executive Officer. He calls his style “business-centric”: a strong focus on the businesses of companies, and the patience to ride out share price volatility.

  1. Is it a good business?
  2. Is it a good company?
  3. How much are you willing to pay for it?
What I Learnt As An Analyst, 2nd Edition

What I Learnt As An Analyst

2nd Edition. Winner of MPH's Best Business Readings Award 2020.

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