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DATE
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TUESDAY, 15 FEBRUARY 2022
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| Title | Next G Connectivity |
| Moderator | Ng Shin Seong Head, Investment Strategy & Advisory Standard Chartered Bank Malaysia |
| Speaker(s) | Yan Taw (YT) Boon MD, Portfolio Manager Neuberger Berman |
| 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. |