The KL Construction Index kicked off 2023 on a strong footing, up 8% on a year-to-date basis. However the outperformance has mostly been seen among smaller cap names, while the larger capitalisation companies like Gamuda, IJM and Sunway Construction have been laggards. With Budget 2023 on the horizon, what's the outlook of the sector over the next half-year? Loong Chee Wei of Affin Hwang Investment Bank gives us his analysis and top picks.



Image credit: Shutterstock

The KL Construction Index kicked off 2023 on a strong footing, up 8% on a year-to-date basis. However the outperformance has mostly been seen among smaller cap names, while the larger capitalisation companies like Gamuda, IJM and Sunway Construction have been laggards. With Budget 2023 on the horizon, what's the outlook of the sector over the next half-year? Loong Chee Wei of Affin Hwang Investment Bank gives us his analysis and top picks.Image credit: Shutterstock

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

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