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Strategy & Stock Picks
Entering 2022, we expect the relaxation of border controls, antiviral drugs, and higher vaccination rates to drive the recovery and re-opening themes.

Our undervalued re-opening trades are inland transport, building material, and even telecommunication sectors. Interest rates are expected to climb faster than anticipated but not derail global growth. Rate-sensitive beneficiaries will be banks and exchanges. Recovery in the emerging market consumer and easing of the electronics supply crunch will be other notable themes.

Join us as our analysts delve deeper into the outlook for 2022 and share their Stock Picks!

Programme:
15 Jan 2022
10.00am - 12.00pm Singapore Stock Picks

22 Jan 2022
10.00am - 11.00am US Equity Big Tech Outlook 1Q2022
11.00am - 12.30pm Hong Kong & China Strategy & Stock Picks

For more information, visit www.poems.com.sg/strategy-stock-picks
Jan 22, 2022 10:00 AM
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Speakers

Paul Chew
Head of Research @Phillip Securities Research
Paul has 20 years of experience as a fund manager and sell-side analyst. During his time as fund manager, he has managed multiple funds and mandates including capital guaranteed, dividend income, renewable energy, single country and regionally focused funds. He graduated from Monash University and had completed both his Chartered Financial Analyst and Australian CPA programme.
Louis Wong
Director @Phillip Securities Hong Kong
Mr. Louis Wong is the Dealing Director of Phillip Securities (HK) Limited and the Director of Phillip Capital Management (HK) Limited. He is one of the most experienced fund managers in Hong Kong. He has over 30 years of solid experience and track record in the financial markets. His stock selection criteria is stringent, which prizes having thoughtful understanding and sophisticated analysis of companies before investment decisions are made. He is the host of financial programmes associated with Hong Kong Cable Television and HK Metro Radio. He has been awarded by the Putonghua Channel of Radio Television Hong Kong as the best financial analyst for 3 years. In addition, he was the financial columnist for Hong Kong Economic Times, Oriental Daily, Ming Pao and Yahoo HK. Mr. Wong is the author of three popular investment guidebooks.