Public Watchlist: Affin Hwang IB Research's Top Picks for 2023
In the Rabbit year, we see 2 pertinent issues determining 2023 market direction - US inflation rates and whether Malaysia will have fiscal discipline. On US Fed rates, if the cut the market is seeking is the result of deteriorating macro conditions instead, there may be reasons not to rejoice
* Near term, market volatility likely to be spurred by capital outflows as USD strength persists while over-optimistic earnings expectations are cut * Downgrade cyclicals Auto and Media to Underweight. Telcos cut to Neutral as we see earnings disappointment as 5G wholesale fees look priced in. Our Overweights are in defensive Healthcare and MREITs. Adding MYEG, Sunway Construction and Sime Property to our high conviction 2023 picks
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