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DATE
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23 MARCH 2022
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| Title | Market Outlook with Dato Teng Chee Wai |
| Moderator | Ng Shin Seong Head, Investment Strategy & Advisory Standard Chartered Bank Malaysia |
| Speaker(s) | Dato’ Teng Chee Wai Managing Director Affin Hwang Asset Management |
| Key Takeaways | 1. What do you do when there is a pullback?
If your investment positions are light in certain sectors/countries, consider adding positions progressively through regular savings plans. Recent rebound in Chinese equities could potentially have a period of consolidation, although stock prices have moved much more quickly in recent days.
2. How to position for Russia-Ukraine conflict? Historically, investors ultimately will look past geopolitical conflicts and continue investing in financial assets as companies & economies adjust to new realities.
3. What is the outlook of interest rate? While an aggressive rate hike in the US is expected, there is a limit to how much central banks can hike interest rate as markets have been accustomed to central banks coming to the rescue when growth slows down.
4. Where do you see attractive investment opportunities? While bond markets will continue to remain volatile, prices have corrected substantially in response to rate hike expectations and value has emerged. |