We like food manufacturing, climate changed related, healthcare related, technology and recently added cosmetics. Priority will be given to these segment for any consideration in further investment.
As Ringgit continues weaken due to estimated FED rate hike and 1MDB issues. We pick AUD as the best investment target as of now. AUD hovering between RM 2.78 to 2.98 for the past few months. We suggest real estate investment in Australia may be the best option to park you AUD.
We like Kawan Food, Cypark, Alaqar REIT, Apex Healthcare and EIG. MNRB, MBSB, KSL remained our hold position. We may buy more if price dip.