Will The Equity Market Cheer This Budget?

Jeremy Goh, Head of Research, Hong Leong Investment Bank

27-Feb-23 09:15

Will The Equity Market Cheer This Budget?

Pause
Embed

Budget 2023 was certainly expansionary with a RM388.1bn allocation which is the highest ever. The key highlight was an even larger allocation of RM99b for development expenditure while the B40 and M40 were net beneficiaries with lower taxes and cash handouts. How will Malaysia's equity market react to the Budget and more importantly which sectors and stocks look to benefit? For answers, we speak to Jeremy Goh, Head of Research, Hong Leong Investment Bank.

Image credit: Shutterstock

Produced by: Chong Tjen San

Presented by: Chong Tjen San, Wong Shou Ning, Philip See

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

Categories: government, markets

Tags: budget 2023, fbm klci, equity markets,

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

Song Seng Wun, Economic Advisor, CGS International Securities, 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

George Chen, Partner & Co-chair, Digital Practice, The Asia Group comments on the US-China deal on TikTok.

7:45 AM

Morning Brief

Adib Zalkapli, Managing Director of Viewfinder Global Affairs discusses the key takeaways from PAS’ 71st Muktamar.

8:00 AM

The Breakfast Grille

LIVE: Calvin Cheng of ISIS Malaysia and Dr. Matthew Dornan of the World Bank discuss AI taking over significant tasks for nearly half of Malaysia’s workforce.

8:30 AM

Morning Brief

Ng Zhu Hann, CEO of Tradeview Capital, unpacks MDEC’s plan to prepare at least 30 tech companies to be IPO-ready by 2028.

8:45 AM

Morning Brief

Ariff Adi Putera, Institute for Development Studies (Sabah) discusses whether the government has provided sufficient aid to Sabah, and how this might affect the upcoming state elections.

9:00 AM

Opening Bell

(REPEAT) Song Seng Wun, Economic Advisor, CGS International Securities, tells us where international markets are heading.

9:15 AM

Opening Bell

Pramod Amthe, Head of Institutional Equity Research at InCred Capital on the outlook of the Indian equity market

9:35 AM

Ringgit & Sense

Qin, a senior manager in the beauty industry and Annie Hor, Financial Advisor, Harveston Capital discuss the former's credit card debt and how to repay them.

10:05 AM

Open For Business

Edmond Yap and Andre Sequerah, Co-Founders, Tupai.ai

11:00 AM

Tech Talk

Kavitha Mariappan, CTxO, Rubrik makes the case that cyber recovery belongs in the boardroom, not just the server room.

12:00 PM

Enterprise Explores

Eugenia Koh, Global Head, Sustainable Finance, Wealth & Retail Banking, Standard Chartered

1:00 PM

The Breakfast Grille Repeat

Calvin Cheng of ISIS Malaysia and Dr. Matthew Dornan of the World Bank discuss AI taking over significant tasks for nearly half of Malaysia’s workforce.

2:05 PM

Discovery Hour

3:05 PM

Beyond the Ballot Box

Nepal is in the midst of a major political uprising against the establishment left-wing government. But what lies at the heart of these protests?

4:05 PM

Health & Living

How does bullying affect children in vulnerable situations, such as those from low-income or dysfunctional families, or those who are stateless?

5:00 PM

Top 5 at 5

6:00 PM

Talkback Thursday

8:00 PM

BBC World Service

This episode of Crowd Science interrogates our relationship with sentimentality and how we navigate that.

PROGRAMMES