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India and China agree on phased disengagement International investment bank Credit Suisse has upgraded India and Australia from Market Weight to Overweight while downgrading China and Thailand stock markets. The upgrades reflect our expectation that economic and earnings recoveries are just starting their most rapid phases for the two markets. EPS momentum for the two are among the region s best, and the pandemic is no longer a major factor for either, Credit Suisse said about India and Australia. We downgrade China from Overweight to Market Weight in an APAC portfolio because the most exciting period of its recovery has passed. China has limited potential for future GDP gains, negative EPS momentum relative to the region, late-cycle valuations and the region s biggest potential payback from pandemic related current account windfalls. We also cut Thailand from Overweight to Market Weight for the opposite reason that the most exciting phase of its recovery lies too ....
Strongest FBM KLCI earnings growth likely since 2014 PETALING JAYA: Optimism over the Covid-19 vaccine developments and improving corporate earnings will continue to drive global equity markets including Malaysia in 2021, say analysts. AmFunds Management Bhd (AmInvest) equities head Andrew Seah Saik Weng is projecting a double-digit rebound in corporate earnings, and retail participation is expected to stay strong. “We are hopeful of foreign inflows in anticipation of a weaker US dollar versus emerging markets’ currencies, ” said Seah, who was among the presenters at the “What and Where To Invest 2021” online event organised by FSMOne Malaysia. On the bond market, Seah noted that accommodative monetary policies are likely to continue to prevail with the overnight policy rate (OPR) could be maintained at its all-time low at 1.75%, although this scenario is still data dependent. ....
Kotak Portfolio Management Services. What are some of the key factors that you are tracking currently? It is important for the markets to get direction from earnings now. The September quarter was a beat on earnings across-the-board and the markets will take cue from December quarter earnings. It looks like December is going to be a strong quarter and the guidance that is going to be given for the ensuing few quarters is going to be strong. Hence the market will take cue from that and decide how it wants to proceed from here. As regards how the market is positioned, it is quite evident that valuations are not as cheap as they were in March 2020. But on the other end of the spectrum, one is witnessing redemptions from retail investors within the country with every rally and that tells us that the psychology of the market is bearish or circumspect for sure. ....