Long Locally and Long Globally, Election Risks Are a Minor Blip

Franklin Templeton Malaysia Country Head Sandeep Singh discusses:

- Business update - Assets Under Management - investment professionals;

- Growth - government-linked mandates - private sector asset managers and insurance companies - focus - interplay; 

- USP - intense competition for mandates; 

- Local / foreign mix - equity / fixed income mix - reasons;

 - Growth rates - KPIs; 

- Business trend - shariah / conventional - local / foreign - etc;

- Local IPO trend - GLC versus private - issues; 

- Investing strategy - equities / fixed income; 

- Geographical footprint - growth rates - frontier markets - participation - issues; 

- Global view - Debt ceiling - US Employment - China recovery - etc; 

- Malaysia IPO issues: Cornerstone investor - GLC IPO prevalence - privatisations of tycoons - views; 

- Malaysia bond market - pipeline - demand - views;  

- Governance views: Reliability of financial statements - Activism issues - privatisations - undervaluation / GLC and GLIC market dominance / protected parties - etc; 

- Role of institutional investors - gatekeeper issues; 

- Malaysia election risks - views - cash/investment levels.

 

Video link: http://www.ustream.tv/recorded/28485709