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Kenanga Investors was recently featured in 4EJournazine Vol 26, where Chief Investment Officer Lee Sook Yee shared her outlook for ASEAN markets in Q3 2025. Despite global uncertainties driven by US tariffs and shifting monetary policies, she noted that Southeast Asia’s domestic fundamentals remain resilient. Lee highlighted three key investment clusters with long-term growth potential: the rapid expansion of AI and data centre infrastructure, a strong pipeline of renewable energy and transition utilities, and evolving consumption trends led by price-conscious Gen Z households. She also pointed to opportunities in Malaysian bonds as Bank Negara Malaysia adopts a watchful approach to policy easing.