Commodities price correction, choppy currency, uncertain political scenarios both local and overseas. More important climate change impacts are more obvious.
We think the safest bet next year will be industries in Utilities, Green, Food and Healthcare.
We like Puncak, Cypark, Poly Energy (China), Alaqar (REIT), Gadang, Kawan will be our main buying interest in 2015.
We still maintain our all time top picks like MNRB, Paramount, MBSB, Success and L&G.
Besides we will look into some cloud or Internet related media companies and increase our stakes due to our believe the market is shifting towards this aggressively.