BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Stay Defensive and Look For Yield

Stay Defensive and Look For Yield

Anand Pathmakanthan, Head of Regional Equity Research, Maybank Kim Eng

09-Mar-20 09:15

Stay Defensive and Look For Yield

With brent crude declining sharply by 20% to US$35 per barrel, what will the impact be to the Malaysian economy as the country is a net energy exporter? Anand Pathmakanthan, Head of Regional Equity Research at Maybank Kim Eng tells us that this puts the country in a fiscally constrained position with potentially weaker GDP for 2020. With increasing risk, he also advocates a more defensive strategy with a focus on capital preservation and yield. He suggests looking at sectors such as utilities, healthcare and consumer names but also says there is value to be found in certain exporters like the tech companies.

Presented by: Wong Shou Ning, Lyn Mak


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

Categories:  Business AnalysisTrends and ForecastsMarketsInvestments

Tags:  yieldbrent crude oilGDP2020





Play / Pause

Listen now : Morning Brief

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Laurent Lequeue, Independent Market Analyst

7:15 AM

Morning Brief

7:30 AM

Morning Brief

Erin Cook, Journalist

7:45 AM

Top Story

Soo Chee Yeong, President of the Association of Malaysian Hauliers

8:00 AM

The Breakfast Grille

Przemysław Zaręba Head of Foreign Trade Office In Malaysia, Polish Investment and Trade Agency (PAIH)

8:30 AM

Morning Brief

Arinah Najwa Ahmad Said, Director, BowerGroup Asia

8:45 AM

Morning Brief

9:00 AM

Opening Bell

9:15 AM

Opening Bell

Sean Yap, CEO, M&A Value Partners Asset Management

9:35 AM

What's the Focus

10:05 AM

Open For Business

TBC

10:45 AM

BFM Football Minutes

Euro Edition

11:00 AM

Mattsplained

Matt Armitage, Founder, Kulturpop

12:00 PM

Enterprise Explores

TBC

1:00 PM

The Breakfast Grille Repeat

Tan Kay Zhuin, Group CEO, T7 Global

2:05 PM

Discovery Hour

The ABC's of Biodiversity: Sunda Clouded Leopard, Chrishen Gomez, Biologist, Wildlife Conservation Research Unit (WildCRU), University of Oxford

3:05 PM

Front Row

3:20 PM

Front Row

4:05 PM

Health & Living

Doctor in the House: The Cancer Burden in Developing Countries is A Global Problem, Dr George Lee, Consultant Urologist; Dato’ Dr Saunthari Somasundaram, President, National Cancer Society of Malaysia; HE Dr Wahid Ali Said Al Kharusi, President & Chairperson, Oman Cancer Association

5:00 PM

Top 5 at 5

6:00 PM

Inside Story

7:30 PM

Just For Kicks

9:00 PM

A Bit of Culture