“We have a preference for the consumer discretionary, technology, logistics, oil and gas, and plantation sectors,” RHB Research said.
PETALING JAYA: Investors should adopt a two-pronged strategy made up of rotational plays on sectors and bottom-up stock-picking in this current market environment.
They should also continue to look for ideas based on unique turnarounds, event-driven catalysts, exporters and politically linked thematic plays, RHB Research said in a report to its clients yesterday, noting that “it is time to go long in this current selldown.”
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