18/08/2026
[WEBINAR] Beyond the Rally: Positioning for a More Selective Market
📆 Saturday, 29 August 2026
⏰ 9:30am-11.30am
🌐 Register at https://attendee.gotowebinar.com/register/4383611480398698841?source=fb
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Session 1 • Plantation
Presented by Noor Aiman Haziq and Muhd Amerul Iqmal, Research Analyst, UOB Kay Hian
Session 2 • Beyond the Rally: Positioning for a More Selective Market
Presented by Desmond Chong, Head of Research, UOB Kay Hian
Global equities continue to advance despite persistent geopolitical tensions and an increasingly complex macroeconomic backdrop. US markets are hovering near record highs, while the FBMKLCI remains firmly above the 1,700 level, supported by resilient investor sentiment, improving liquidity and a broadening rotation across sectors—even as domestic political uncertainty begins to resurface.
Yet, the market’s resilience may be masking a gradual shift in the underlying risk-reward dynamics. The delayed effects of elevated costs, softer global demand, trade-policy uncertainty and stretched valuations could increasingly challenge earnings expectations and limit further broad-based upside. Against this backdrop, investment performance is likely to depend less on market direction and more on disciplined sector allocation and stock selection. Join us as we examine the changing macro and market landscape, identify emerging sector rotations, and highlight attractively valued companies with credible earnings visibility and stock-specific catalysts.