JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh, Head of Research, HLIB if Malaysia is at risk of suffering the same fate and if not, what are the top equity buy ideas.




Image Credit: Shutterstock.com

JCI is the worst performing market in Asia on the back of an MSCI warning and freeze which was compounded by a Moody's outlook cut. We ask Jeremy Goh, Head of Research, HLIB if Malaysia is at risk of suffering the same fate and if not, what are the top equity buy ideas. Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

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.

Market Watch

Indonesia's Loss is Malaysia's Gain

World markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehran and Oman to open up the Strait of Hormuz, provided some relief. Tim Mulholland, President of TJM Limited shares some insights into where to find investment opportunities.



Image Credit: Shutterstock. 

World markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehran and Oman to open up the Strait of Hormuz, provided some relief. Tim Mulholland, President of TJM Limited shares some insights into where to find investment opportunities.Image Credit: Shutterstock.

Opportunities in Volatility

Malaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and energy stability. Against that backdrop, what is the outlook for the sector and are there any buy ideas still for investors? Adam Mohamed Rahim, Equity Research Analyst, RHB Research will be discussing this.

Malaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and energy stability. Against that backdrop, what is the outlook for the sector and are there any buy ideas still for investors? Adam Mohamed Rahim, Equity Research Analyst, RHB Research will be discussing this.

Impact of Iran War on Malaysia's Construction Sector

Equity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see an end. Vishnu Varathan, Head of Macro Strategy, Asia ex-Japan at Mizuho Bank, also discusses the latest economic figures as well as where the ringgit is heading, after recently weakening against the USD.



Image Credit: Shutterstock.

Equity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see an end. Vishnu Varathan, Head of Macro Strategy, Asia ex-Japan at Mizuho Bank, also discusses the latest economic figures as well as where the ringgit is heading, after recently weakening against the USD.Image Credit: Shutterstock.

Indonesia's Loss is Malaysia's Gain

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