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DATE
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Thursday, 17 FEBRUARY 2022
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| Title | Chinese Equities |
| Webinar Details | China is the only major economy in the world to lower interest rate this year to boost growth. Will this help Chinese investments rebound from the 2021 laggard position? Join Dionne Cheung, Associate Investment Director from Schroders in the 30 mins minutes Quick-Fire Q & A session of the webinar. |
| Moderator | Nicholas Ng Investment Advisor Standard Chartered Bank Malaysia |
| Speaker(s) | Dionne Cheung Associate Investment Director Schroders |
| Post event Key Takeaways |
Dionne Cheung, Associate Investment Director from Schroders answered our queries about China outlook and highlighted some positive catalyst. You may catch a replay below.
1. While Chinese authorities are targeting the 3 mountains (Property, Education, Healthcare) and many are worried about continuous regulatory actions, we see a moderation of these actions as compared with 2021.
Chinese consumer spending and the focus on green agenda will underpin China’s growth and equity returns, but not without short term fluctuations.
Consider investing through regular savings plan and enjoy up to 6% p.a. time deposit bundle. Reach out to your Relationship Manager. |
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DATE
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WEDNESDAY, 16 FEBRUARY 2022
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| Title | Global Energy Transition |
| Webinar Details | Did you know that Malaysia has introduced tax benefits for Electric Vehicle ownership? That is just one of the many examples of Net Zero initiatives worldwide. But renewables energy equities have lagged past quarter.
What should investors do?
Ulrik Fugmann, Lead Portfolio Manager, Environmental Strategies Group of BNP Paribas Asset Management in the 30 minutes Quick-Fire Q&A session of the webinar. |
| Moderator | Yeap Kar Chun Investment Advisor Standard Chartered Bank Malaysia |
| Speaker(s) | Ulrik Fugmann Lead Portfolio Manager, Environmental Strategies Group BNP Paribas Asset Management |
| Post event Key Takeaways |
We would like to express our sincere apologies regarding the technical issues that occurred during our webinar on 16 February 2022 at 5.30 pm. We have arranged a webcast session for you, where Ulrik Fugmann, the co-lead portfolio manager of the target fund for Manulife Global Energy Transition Fund answered our queries pertaining the recent sell off in clean energy stocks as well as outlook of clean energy sector for 2022 and beyond.
You may catch the replay below.
Here are three key takeaways: 1. Despite its strong earnings outlook ahead, clean energy stocks have been sold off significantly on the back of growth to value rotation and a stalled “green” stimulus package in US. The selloff has brought valuation of clean energy stocks to an attractive level and offers buy on dip opportunities for investors. 2. Waning inflation pressure and a possible passage of Build Back Better Plan in US are near term catalysts to watch that could potentially drive outperformance of clean energy stocks in 2022. 3. With government commitment in tackling climate change issues and clean technology becoming increasingly viable, the long-term investment case for clean energy stocks remains firmly intact.
Top up your investments through regular savings plan and enjoy up to 6% p.a. time deposit. |
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DATE
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TUESDAY, 15 FEBRUARY 2022
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| Title | Next G Connectivity |
| Webinar Details | The rollout of 5G worldwide is an inevitable trend and Malaysia’s 5G launch in Dec’21 is one example. Equity investment in the 5G related theme have lagged in 2021.
Is 5G a fad or opportunity for entry?
Join YT Boon, the lead fund manager for Principal Next G Connectivity in the 30 minutes Quick-Fire Q & A session of the webinar. |
| Moderator | Ng Shin Seong Head, Investment Strategy & Advisory Standard Chartered Bank Malaysia |
| Speaker(s) | Yan Taw (YT) Boon MD, Portfolio Manager Neuberger Berman |
| Post event Key Takeaways |
YT Boon, lead Portfolio Manager of the target fund for the Principal Next G Connectivity Fund answered our queries about the recent pullback in technology stocks, performance and outlook of 5G related investments. You may catch a replay below.
Here are three key takeaways: 1. The recent pullback is healthy and brings stock prices back to more attractive levels. The fund managers’ valuation approach has helped avoid some of the heaviest sell-off and are now ready to deploy cash holdings. 2. United States and Malaysia have just switched on 5G. The insatiable demand across the world for high speed connectivity boosts spending on network infrastructures, semiconductors and cloud-connected software. 3. The continuous digitalization across industries and the earnings growth potential of key enabler companies dispel the doubts that we are investing at ‘peak’. 5G related investments remain an attractive theme for the next 3 – 5 years.
Consider investing through regular savings plan and enjoy up to 6% p.a. time deposit bundle. Reach out to your Relationship Manager. |