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Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider
Published 4 years, 2 months ago
Description
Our analysts discuss if institutional investor sentiment will be holding up in Indonesian markets, the best performing in the region year-to-date; will Laos and Myanmar face a mini crisis mirroring Sri Lanka, and pre-election plays for alpha in Malaysia, and discounted stocks and sectors in the Philippines, among others.
00:24 - Roundup - Chua Hak Bin
05:17 - ID interest rate, inflation - Lee Ju Ye
07:14 - ID insti investors sentiment - Lee Ju Ye
08:20 - Cambodia - Brian Lee
10:08 - Laos, Myanmar risks - Brian Lee
12:17 - MY pre-GE alpha - Chan Han Chin
16:32 - MY bank provisions - Desmond Ch’ng
18:45 - TH healthcare downgrade - Yuwanee Prommaporn
21:10 - PH diamonds - Jacqui de Jesus
23:24 - PH banks - Rachel Rodriguez
Producer: Noelle Lim