Macro Outlook for 2H 2018 - Balancing Between Hopes and Fears | Prescription for Anaemic Conditions

Date: 28/07/2018
Time: 09:30 - 12:45
Description : Topics to be covered

Macro Outlook for 2H 2018 - Balancing Between Hopes and Fears

Prescription for Anaemic Conditions

Remain defensive in 2H18 as global liquidity contracts, catching some of 1H18's contagion effects of high market volatility and foreign equity outflow. Nevertheless, there should be an interim trading opportunity, amid easing domestic political risk and as earnings recover in 2Q18. While we generally advocate a defensive and large cap-centric strategy, with thematic focus on deep values, E&E and tourism, we also advocate a trading-oriented strategy that tactically focuses on selected overly sold down large and mid caps.

Speakers' Profiles

1. Julia Goh, UOB Bank, Economist

Julia joined UOB Group in 2015 with more than 14 years of research experience working in the stockbroking industry. Previously she covered Malaysia and regional economies at an ASEAN investment bank, which was ranked by Asiamoney as top three in economics for seven consecutive years.

2. Vincent Khoo, UOB Kay Hian, Head of Research

Vincent Khoo, is the Head of Research for Malaysia and Head of Regional Gaming Research at UOB Kay Hian. He covers Market Strategy, Regional Gaming and Malaysian Consumer Stocks and oversees the production of a full suite of research products. Vincent has over 20 years experience in equity research including a 4 year stint in the US. Prior to joining UOB Kay Hian, he headed the research teams at Hwang DBS Vickers Research and Maybank Investment Bank, where he successfully led the team to prominence, ranked by the Edge Malaysia's Polls as the top-rated local research house in 2008. He was also rated as one of the top analysts for Malaysia in the Asiamoney Brokers Poll 2008, as well as best analyst and one of the top strategists, consumer and auto analysts in The Edge Malaysia Polls in 2007-08.


0930-1000 Registration & Refreshments
1000-1115 Macro Outlook for 2H 2018 - Balancing Between Hopes and Fears
1115-1130 Break
1130-1245 Prescription for Anaemic Conditions

*Due to the high demand and limited seats, all attendees will have to register prior to the event. Walk-ins will not be entertained.
*Priority seating will be given to our active traders and first timers.

*Seats are considered confirmed once you have received an email / phone call from us. Please check with your dealer representative or call our Helpdesk to check on the status of your registration.

Register now to expand your knowledge!

Please visit our website to register at https://www.utrade.com.my/education/edu#tabs-2

Event Details
Organizer: UOB Kay Hian
State: Kuala Lumpur
Venue: Lot 1C, Level G1 Publika Shopping Gallery, Solaris Dutamas, Jalan Dutamas 1, 50480 KL

Other locations in Penang, Ipoh, Melaka, Johor, Kota Bharu, Kuala Terengganu, Sabah and Sarawak.
Language : English
Contact Person : -
Email : contact@utrade.com.my
Contact No : +60321471900

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