We see not much impact in term of good or bad on our portfolio. Our main holdings MBSB, CIMB, MAYBANK. Our growth stocks holding on Apex Healthcare and YSPSAH will be still on target to grow. But we have bought in quite a lot of undervalued stocks lately.
We will put a little attention back to impact investment. Besides of financial industry of Malaysia. We always like tech but that’s not much good tech in Malaysia.
Our other segments includes healthcare (but not overvalued), agriculture, climate change (green related) and tech.
We bought in HHHCorp and Bioalpha holdings. Undervalued like JAKS, AYS, Pantech, Rhonema and Ken.