Dear Valued Investors,
With inflation still stubborn, the markets are reverting to the 2022 inflation trade, which involves going long on US dollars and short on bonds and equities. According to our research analysts, tight monetary policy operates with a lag and could signal a potential manufacturing recession, particularly in exports. To be defensive, their strategy is to invest in REITs while favouring banks for their attractive dividend yields, resilient balance sheets, and exposure to the recovering Chinese market.
Join us at 2pm on 2 April 202 at the DoubleTree by Hilton Hotel in Kuala Lumpur to gain valuable insights from our Head of Research from Phillip Securities Research Pte Ltd.
Seminar Details:
Date: 2 April 2023 (Sunday)
Time: 2.00pm - 5.00pm
Venue: DoubleTree by Hilton Hotel, Kuala Lumpur