Defensive Picks In Malaysian Equities

Tushar Mohata, Head of Malaysia Equity Research, Nomura Malaysia

27-Jul-22 09:15

Pause
Embed

With the global economic outlook weighing down on Malaysian equities, which sectors or stocks should investors consider for returns? Tushar Mohata of Nomura Malaysia gives us his take and top picks.

Produced by: Wong Shou Ning

Presented by: Shazana Mokhtar, Wong Shou Ning

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

Categories: economy, markets

Tags: glove industry, malaysian equities, genting, malaysia airlines,

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Kingsley Jones, Chief Investment Officer, Jevons Global tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Chong Ja Ian of National University of Singapore discusses the outcomes of the 19th ASEAN Defence Ministers’ Meeting (ADMM).

7:45 AM

Morning Brief

Sharmila Sekaran, Chairperson, Voice of the Children discusses the government's proposed measures to lower crime rates among the underaged demographic.

8:00 AM

The Breakfast Grille

Dato' Pua Khein Seng, CEO, Phison Electronics talks about US-China tensions, how the company is capitalizing on the AI boom, and more.

8:30 AM

Morning Brief

rofessor Philip O'Keefe, World Bank, discusses how an expanded social pension system will benefit Malaysia as a whole.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Kingsley Jones, Chief Investment Officer, Jevons Global tells us where international markets are heading.

9:15 AM

Opening Bell

We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

Pinnacle Perspectives

Ng Zhu Han of Tradeview Capital discusses Malaysia’s corporate buzz, from the Petros-Petronas deal to Sapura Energy’s restructuring.

10:05 AM

Open For Business

11:05 AM

P&L

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Our flagship show, we feature both game-changers and groundbreakers in the hot seat.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Earth Matters

4:05 PM

Health & Living

5:00 PM

Top 5 at 5

6:00 PM

Today I Learned

7:00 PM

Just For Kicks

8:00 PM

A Bit of Culture

Marion D'Cruz and Michael Gong join Kam Raslan to talk about talent, airport books and belonging.

PROGRAMMES