Post 4Q Results, Where Is Our Equity Market Heading?

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Investment Banking Group

06-Mar-23 09:15

Post 4Q Results, Where Is Our Equity Market Heading?

Pause
Embed

The FBM KLCI's performance has been disappointing which is down 3% YTD. This has been in line with other regional markets due to the strong and resilient data coming out from the US which has pushed the terminal Fed Funds Rate forecast to 5.6%. The retabling of Budget 2023 with a record RM388.1bn allocation has also failed to excite the market. How should investors be thinking about their portfolios moving into 2023 and which stocks should they be focusing on? For insights, we speak to Anand Pathmakanthan, Regional Head of Research at Maybank Investment Banking Group.

Image credit: Shutterstock

Produced by: Chong Tjen San

Presented by: Chong Tjen San, Wong Shou Ning

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: markets

Tags: post budget 2023, fbm klci, equity market outlook,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) Otter Barista's founder Eeyong Ho on building a robotic coffee business that has already served over 100,000 cups across 60+ locations.

12:00 PM

BBC World Service

This week on Science in Action, scientists have detected the largest black hole merger ever observed with LIGO picking up signals from two black holes colliding in a ‘violent’ spacetime event.

1:00 PM

A Bit of Culture

(REPEAT) Kam Raslan, Matt Armitage and Ahmad Yazid join forces to talk about the sea, owning your own clone and the F1 movie!

2:00 PM

Ringgit & Sense

(REPEAT) Khairi Shahrin Arief bin Baki, Deputy CEO at CGS International discusses asset classes and investment strategies.

2:30 PM

The Property Show

(REPEAT) Entomologist Lim Say Piau and Regine Lim of the Malaysian Pest Management Association shares practical insights into how to address bed bugs.

3:00 PM

Best of The Bigger Picture

(REPEAT) Dr Khoo Ying Hooi, an Associate Professor of International Relations and Human Rights at Universiti Malaya (UM) joins the show to reflect on where we are today as a country, in terms of fighting for justice and protecting democracy.

4:00 PM

Best of Evening Edition

(REPEAT) This World Brain Day, we explore the mysteries of the brain, and celebrate what makes every person’s brain unique.

5:00 PM

BBC World Service

This episode of People Fixing The World looks at the efforts of groups in Portugal and how they plan to improve the society they're a part of.

PROGRAMMES