You Are In

  • Preferred Experience
  • Wealth Solutions
  • Market Insights
  • Regional Access
  • Help & Support
  • Quicklinks
Preferred Banking
Preferred Promotions
Preferred Edition
Digital Solutions
Know Your Risk Appetite
Investment
Protection
Foreign Currency Account
Remittance
Market Outlook
Regional Preferred Privileges

Strategy Note

Global

20 Sep 2021

The risks from China Evergrande

In our base case scenario, China Evergrande will be allowed to collapse with the most profitable parts of its business bought up by rivals and the debt underwritten by either the PBOC directly, or by a consortium of Chinese commercial banks with the help of a liquidity injection by the PBOC. In this base case the collapse of China Evergrande should merely lead to short-term setbacks in stock markets but not a lasting effect throughout 2022. Thus, these setbacks could be used to accumulate stocks at more attractive valuations.

Read More

 

 

Click here for our experts' views on asset classes

China Market Update – Heightening Regulatory Risk

 

The crackdown by China regulators in property, big tech, and most recently, the food delivery, and education sectors has caused some “panic selling” in the overall Chinese equity market.

 

Click here to find out more.  

 

Guide your investments with valuable insights 

What do industry experts have to say about market trends in Malaysia and around the world? Find out in these videos specially-curated from our YouTube channel.

us-webinar

The US is experiencing a historic recovery, how can investors position for it?

The US is expected to experience its highest growth in almost 40 years at around 7%. With “value” expected to benefit from the impending rise in yields, investors should consider balancing their portfolios towards these beneficiaries of reopening. Our exclusive webinar featuring Supreet Bhan, Head of South East Asia Funds, J.P. Morgan, can help you understand the ongoing US recovery and why “value” deserves a place in portfolios.

26 August 2021

rising-global-inflation

Rising Global Inflation: Is your money working hard?

Against the backdrop of a still-fragile economy, the labour market remains soft. Is there opportunity to seek superior returns with the right investment? Our exclusive webinar featuring Woo Mun Thye, Head of Investor Services, Principal Asset Management Berhad, can help you understand how to make your money work harder for you.

12 August 2021

sweet-or-bitter

Sweet or Bitter:

Reassess your risk appetite to achieve desired returns with Chang Chian Ping, Chief Investment Officer (CIO), Malaysia & Chief Investment Officer (Equities), ASEAN Region of Principal Asset Management Bhd.

24 July 2021.

mid-year-outlook

Mid-Year Outlook : Should we buckle up for a bumpy ride?

As we close the first half of the year, the race towards full vaccination has accelerated but a resurgence in outbreaks have resulted in uneven global recovery momentum. Should investors stay buckled up for the rest of the year? Find out more in our exclusive webinar featuring Dato’ Teng Chee Wai, Avinash Satwalekar, and Julian Ng as we delve into markets and discover where the investment opportunities lie amid the uncertainty.

20 July 2021.

megatrend-how-to-invest-in-tomorrows-world

Megatrend : Is this the time for Asia stocks to shine?

Discover “the next big thing” with Darius Foo, Head of Intermediary Business Development of Nikko Asset Management.

10 July 2021.