BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Rising Cost, Chipping Away At The Margins of Consumer Stocks

Rising Cost, Chipping Away At The Margins of Consumer Stocks

Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank

29-Jun-22 09:15

Rising Cost, Chipping Away At The Margins of Consumer Stocks

The retail and consumer sector roared back to life thanks to further easing of restrictions. But the new challenge is rising cost as noted by the 5 year high inflation rate of 2.8%. What does that mean for the consumer sector and which stocks will outperform in this environment? Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank tells us.

Image credit: Tooykrub/Shutterstock.com

Produced by: Moh Heng Ying

Presented by: Wong Shou Ning, Khoo Hsu Chuang


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

Categories:  marketsinvestments

Tags:  focus pointmalaysia economyberjaya foodstarbucksMalaysia market performance





Play / Pause

Listen now : BFM 89.9 -- The Business Station

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

Tim Mulholland of President, TJM Limited, Chicago 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

Selena Ling, Chief Economist, OCBC Bank tells us what Trump's 'reciprocal tariffs' mean for Asian economies.

7:45 AM

Morning Brief

Dan Ives of Wedbush Securities discusses the impact of Donald Trump’s sweeping tariffs on the tech industry.

8:00 AM

The Breakfast Grille

Norazlam Norbi, CEO of Sumisaujana Group Berhad discusses the company’s ACE Market debut on April 9, with RM74 million from the IPO fueling expansion, digital transformation, and infrastructure.

8:30 AM

Morning Brief

Dr. Law Teik Hua from Universiti Putra Malaysia explains how the upcoming point-to-point system, could improve road safety.

8:45 AM

Morning Brief

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

9:00 AM

Opening Bell

(REPEAT) Tim Mulholland of President, TJM Limited, Chicago tells us where international markets are heading.

9:15 AM

Opening Bell

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

9:35 AM

What's The Focus

We wrap up the week’s biggest conversations to keep you in the know.

10:05 AM

Open For Business

Dean Yeong, Co-Founder, Wolo Yoga

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

Norazlam Norbi, CEO of Sumisaujana Group Berhad discusses the company’s ACE Market debut on April 9, with RM74 million from the IPO fueling expansion, digital transformation, and infrastructure.

2:05 PM

Discovery Hour

The 3rd episode of "There's No Planet B" explores climate governance, and why international policies have failed to enact change, with Dr Helena Varkkey, an Associate Professor at the University of Malaya.

3:05 PM

Front Row

tbc

3:20 PM

Front Row

Straddle #2025 is a 4-day artistic exchange program by Five Arts Centre, focusing on identity exploration through dance. We find out more about the inaugural event from artists based in Kuala Lumpur and Montreal.

4:05 PM

Health & Living

Doctor in the House: More than 10 million people worldwide get TB every year, and more than 1 million die from the disease. We look at why TB is still a threat in Malaysia.

5:00 PM

Top 5 at 5

6:00 PM

Popcorn Culture

7:00 PM

Just For Kicks

8:00 PM

Bar None

9:00 PM

The Selector