KLCI’s relative outperformance and political uncertainty suggest limited catalysts for fund inflows in 2021. Upside may also be capped by limited inflows from EPF
Year of the Bull may, however, be favourable to retail investors as they switch out of low interest-rate instruments. Small-mid caps likely to be in favour, with our picks being MTAG, Aeon Credit, VSI, Scientex and Inari
Raising Technology to Overweight and Gaming to Neutral; Tenaga and MTAG added to our Top Buys for 2021. Introducing our five ESG picks. Maintaining Neutral rating on the KLCI with a year-end 2021 target of 1,730 |
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