Long Locally and Long Globally, Election Risks Are a Minor Blip
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Show Notes
Franklin Templeton Malaysia Country Head Sandeep Singh discusses:
- Business update - Assets Under Management - investment professionals;
- Growth - government-linked mandates - private sector asset managers and insurance companies - focus - interplay;
- USP - intense competition for mandates;
- Local / foreign mix - equity / fixed income mix - reasons;
- Growth rates - KPIs;
- Business trend - shariah / conventional - local / foreign - etc;
- Local IPO trend - GLC versus private - issues;
- Investing strategy - equities / fixed income;
- Geographical footprint - growth rates - frontier markets - participation - issues;
- Global view - Debt ceiling - US Employment - China recovery - etc;
- Malaysia IPO issues: Cornerstone investor - GLC IPO prevalence - privatisations of tycoons - views;
- Malaysia bond market - pipeline - demand - views;
- Governance views: Reliability of financial statements - Activism issues - privatisations - undervaluation / GLC and GLIC market dominance / protected parties - etc;
- Role of institutional investors - gatekeeper issues;
- Malaysia election risks - views - cash/investment levels.
Video link: http://www.ustream.tv/recorded/28485709
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