Following the first part of this two-part series where we covered UOBKH’s top investment ideas for 2H19, we continue this series with a focus on UOBKH’s top four stock picks in Malaysia.
The re-escalating US-China trade war spate has emphasized the importance for manufacturing operations to diversify out of China.
KLCI kicked off the year with a dismal performance despite most of the key Asian markets rallying in 1H19. Instead, the FBMKLCI suffered a steady downtrend before turning around at end-May.
Ending the first half of 2019, UOBKH’s alpha picks closed 6.8 percent in the month of June, with outperformance being led by Wilmar and CapitaCommercial Trust. That said, UOBKH notes that it is now time for meaningful changes to its portfolio. Here are four stock strategies that UOBKH made to its alpha portfolio which investors should take notice.
In this part of the series, we continue with three more blue-chip stock picks that will thrive in a ‘Risk-On’ environment.
Recent economic data have showed that the global economy was getting sluggish. It is no wonder central banks around the world are taking a pre-emptive strike against a deep slowdown by hinting of interest rate cuts. A coordinated effort to cut interest rates will nonetheless support stock prices. Given that the US and China has restarted trade talks to give us hope of a resolution, we focus on “risk-on” strategies in this article.
Despite agreeing to restart negotiations at the G20 meeting, no further talks had taken place between US and Chinese officials. Uncertainties continue to linger, as China seems to be hardening its stance on making more concessions that the US is pressing for.
DBS thinks that there are three unique stocks in the market that will still allow investors to make a decent return on their investment.
S-REITs have been putting in a strong performance since the start of 2019. This continues to grow as a benign interest rate environment and a deteriorating macro backdrop shifts investors into S-REITs. According to MBKE, investors eyeing returns from both yields and growth should continue to find value in S-REITs. Among the S-REITs, here are five S-REITs that MBKE recommends for investors who are looking for yield and growth.
In the first part of this two-part series, we covered four value REIT and property plays that CIMB recommends in the current investment climate. In part two of this series, we focus on four other large cap plays that are able to sustain and absorb shocks in the market.