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23-11-2016

Ask The Experts: 24% Potential Upside for Asian Equities in Two Years.

Kenanga Investors’ Senior Portfolio Manager, Mr Christopher Kok was featured in Fundsupermart.com’s recent webcast episode of Ask The Experts.

In this session entitled 24% Potential Upside for Asian Equities in two years, Mr Kok shares that Kenanga Investors is bullish on Asian equities as the Asia region is deemed as one of the few regions that will bring growth moving forward. The key sectors to watch out for in Asia would be the technology and internet sectors across North Asia (China, South Korea and Taiwan) due to secular trends like automated driving and flexible OLED. Into 2017, he cautions investors to be aware of risk factors such as the global monetary policy due to its impact on capital flows in Asian markets, and China’s economic stability due to its large amount of total debt to GDP.