Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Goh Wee Peng, fixed income CIO for Aminvest talks about :
- Massive liquidity in the system;
- More rate cuts in expected in eurozone and various Asian countries;
- Weak growth outlook to cap interest rate upside;
- Bonds still offer decent returns due to yield premiums over Malaysian Govt Securities and fixed deposits;
- Fixed income investors shouldn't time market but may look into lower grade bonds and high yield stocks in the search for yields;
- Regional local currency bonds may be a good idea-Net of currency effects may be able to achieve overall yields of 8-9% in certain countries;
- Foreign inflows into MGS is strong to take advantage of the firm ringgit.
See omnystudio.com/listener for privacy information.