14-01-2019
Focus Malaysia: The Deceptive Trade Conflict Truce
CEO & Executive Director of Kenanga Investors Group, Ismitz Matthew De Alwis’ latest article in Focus Malaysia is titled, The Deceptive Trade Conflict Truce. The article discusses the trade conflict under the Trump administration. Besides China, the US has also engaged in conflict with neighbouring Mexico, Canada and the European Union. De Alwis surmises that if it worsens, emerging markets such as ours will likely be harmed due to the size of US trades with China. He advises investors to maintain a defensive view of the local equity market and to explore a bottom-up strategy in 2019.