Strategy & Stock Picks is a quarterly event organised specially for investors to gain professional insights into the outlook of the SG, MY, CN & HK, TH, ID, US, and JP markets and their stocks recommendation. Through these curated sessions, we aim to empower you with insights to better plan and develop your personal investment strategies for your financial goals.
With three rate cuts expected in 2024 and another three more in 2025, asset prices have an opportunity to reflate. Beneficiaries include REITs and real estate companies. The impact on bank interest margins is mitigated in the near-term with wealth management and foreign change fees driving growth. Sectors with earnings momentum include construction, marine, telecommunications and transport services while the outlook for semiconductor stocks is mixed.
Seize this opportunity to learn from our research analysts and register for Strategy and Stock Picks event!
Join us online to get valuable insights from our Research Analysts:
Oct 5, Sat, 10 a.m. – 1 p.m. (Singapore Market)
Oct 7, Mon, 1 p.m. – 2 p.m. (Malaysia Market)
Oct 8, Tue, 12 p.m. – 2 p.m. (China & Hong Kong Markets)
Oct 9, Wed, 1 p.m. – 2 p.m. (Thailand Market)
Oct 9, Wed, 7:30 p.m. – 9 p.m. (US Market)
Oct 10, Thu, 1 p.m. – 1:45 p.m. (Indonesia Market)
Oct 11, Fri, 1 p.m. – 2 p.m. (Japan Market)
Mr. Louis Wong is the Director of Phillip Securities (HK) Limited and the Director of Phillip Capital Management (HK) Limited. He is one of the most experienced fund managers in Hong Kong. He has over 30 years of solid experience and track record in the financial markets. His stock selection criteria is stringent, and prides on having thoughtful understanding and sophisticated analysis of companies before investment decisions are made. He is the host of financial programmes associated with Hong Kong Cable Television and HK Metro Radio. He has been awarded by the Putonghua Channel of Radio Television Hong Kong as the best financial analyst for 3 years. In addition, he was the financial columnist for Hong Kong Economic Times, Oriental Daily, Ming Pao and Yahoo HK. Mr. Wong is the author of three popular investment guidebooks. He has served as part-time instructor of several investment courses in various Hong Kong universities like City University of Hong Kong, Polytechnic University of Hong Kong and Lingnan University.