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 : By the Book: Book Club December 2023 - Bone Weight and Other...

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management

7:15 AM

Morning Brief

Eric Yee, Senior Portfolio Manager, Atlantis Investment Management; Alexander Wong, Managing Editor and Co-Founder of SoyaCincau

8:00 AM

The Breakfast Grille

Danny Ng, CEO of Fibromat Berhad

8:30 AM

Morning Brief

Dr. Carmelo Ferlito, CEO, Center For Market Education

9:00 AM

Opening Bell

Jeremy Goh, Head of Research, Hong Leong Investment Bank

9:35 AM

People, Planet, Profit

Datuk Megat Jalaluddin Megat Hassan, COO, Tenaga Nasional Berhad

10:05 AM

Open For Business

Hew Wee Choong, Head of ASEAN Team, Cyclone Robotics

11:05 AM

Resource Centre

Andrew Shikiar, Executive Director at FIDO Alliance

12:00 PM

Enterprise Biz Bytes

May Leng Kwok, Regional Head APAC, Chartered Institute of Personnel and Development (CIPD)

1:00 PM

The Breakfast Grille Repeat

Danny Ng, CEO of Fibromat Berhad

2:05 PM

Live & Learn

Investing in Prevention of Violence Against Women & Girls

3:05 PM

Beyond the Ballot Box

Peace & Justice For Palestine Under the Shadow of the US Empire

4:05 PM

Health & Living

Maternal Tdap Vaccination To Protect Newborns

5:00 PM

The Evening Edition

5:35 PM

Today On Twitter

6:05 PM

Inside Story

7:05 PM

The Evening Edition

7:35 PM

Popcorn Culture - Throwback

Fight Club

8:05 PM

By the Book

Book Club December 2023 - Bone Weight and Other Stories

9:00 PM

Bar None

10:00 PM

Lagu-Lagu Dulu-Dulu