THE INVESTMENT APPROACH OF CALVIN TAN

Public Watchlist: The Edge Financial Daily Top 10 Stock Picks for 1H 2019

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Publish date: Mon, 15 Jul 2024, 11:23 AM
calvintaneng
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AFTER a brutal 2018 in which equity markets took a turn for the worse, market watchers turned more cautious with their outlook for the first half of 2019. Dark clouds of uncertainty continued to loom over earnings prospects and global investor interest.

The Edge Financial Daily picked its portfolio based on various themes, including several stocks that have been battered down and now command more attractive valuations. While economic conditions are seen to potentially worsen next year, growth driven by domestic private consumption is another factor that could support corporate earnings. Malaysia has also been highlighted as an early beneficiary of the US-China trade war, such as its technology and manufacturing sectors, if trade talks do not deteriorate.

http://www.theedgemarkets.com/article/top-10-stock-picks-1h-2019
 

 

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