(Very) Long on Malaysia, though Politics and Corruption Remain Concerns
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Show Notes
Stephen Hagger, Head of Malaysian Equities, Credit Suisse discusses:
- Huge market volatility and Malaysia's stock market;
- Program trades and fundamentals;
- Risk appetites;
- Malaysia's defensive nature;
- MAS - AirAsia deal;
- Privatisations;
- Corporate earnings;
- Non-bumi CEOs in GLCs;
- Govt divestment program;
- Fiscal deficit;
- Elections;
- Govt "leakages";
- Opposition - and downsides of a two-party system;
- What he is most long on;
- What he is most short on.
"Stephen Hagger, Head of Malaysian Equities of Credit Suisse talks about why he is quite cool on the plantation sector although being a huge revenue earner for Malaysia and which planters does he keep an eye on.
And in the stock market, Stephen talks about which stocks he expects to rebound sharply."
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