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Next G Connectivity

Next G Connectivity

DATE
TUESDAY, 15 FEBRUARY 2022
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.

Next G Connectivity

: YT Boon answered our queries about the recent pullback in technology stocks, performance and outlook of 5G related investments.