With brent crude declining sharply by 20% to US$35 per barrel, what will the impact be to the Malaysian economy as the country is a net energy exporter? Anand Pathmakanthan, Head of Regional Equity Research at Maybank Kim Eng tells us that this puts the country in a fiscally constrained position with potentially weaker GDP for 2020. With increasing risk, he also advocates a more defensive strategy with a focus on capital preservation and yield. He suggests looking at sectors such as utilities, healthcare and consumer names but also says there is value to be found in certain exporters like the tech companies.

<p>With brent crude declining sharply by 20% to US$35 per barrel, what will the impact be to the Malaysian economy as the country is a net energy exporter? Anand Pathmakanthan, Head of Regional Equity Research at Maybank Kim Eng tells us that this puts the country in a fiscally constrained position with potentially weaker GDP for 2020. With increasing risk, he also advocates a more defensive strategy with a focus on capital preservation and yield. He suggests looking at sectors such as utilities, healthcare and consumer names but also says there is value to be found in certain exporters like the tech companies.</p>

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.

<p>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.</p>

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