ASEAN continues to be attractive for long-term investment
The ASEAN region will continue to be a supportive and attractive investment destination in the long term as its young population promises a vibrant economy, backed by primary economic sectors that include commodities, plantations as well as oil and gas.
从长远来看,东盟地区将继续成为一个支持性和有吸引力的投资目的地,因为其年轻人口承诺一个充满活力的经济,并得到包括商品、种植园和石油在内的主要经济部门的支持和气体。
UOB Asset Management Malaysia chief executive officer Lim Suet Ling said that being the fourth largest economy with over 600 million people, ASEAN has grown to be more educated and has an advantage as one of the biggest manufacturers in the global supply chain.
大华银行大马资产管理总执行长Lim Suet Ling表示,作为拥有超过 6 亿人口的第四大经济体,东盟的教育程度越来越高,并具有成为全球供应链中最大制造商之一的优势。
“And with the COVID-19 lockdowns in China, there is diversification (in supply chain) and I think Malaysia is benefitting from it especially on the electronic and electrical (E&E) side.
“随着中国的 COVID-19 封锁,(供应链)多样化,我认为马来西亚正在从中受益,尤其是在电子和电气(E&E)方面。
"On foreign direct investments (FDIs), we are relatively cheaper than China, thus we believe the FDIs will continue to come in for diversification," she said in a panel session at the Invest ASEAN 2022 titled 'Markets and Smart Money: Fight or Flight' today.
“在外国直接投资 (FDI) 方面,我们相对比中国便宜,因此我们相信外国直接投资将继续进入多元化,”她在 2022 年东盟投资大会上题为“市场与精明资金:战斗或今天起飞。
However, to enhance Malaysia’s position as a preferred investment destination, Lim hopes to see more Internet unicorns appearing or being listed.
然而,为了提升马来西亚作为首选投资目的地的地位,Lim 希望看到更多的互联网独角兽出现或上市。
She stressed that trade agreements among ASEAN countries could also be strengthened by forging deeper collaboration to create better investment opportunities.
她强调,东盟国家之间的贸易协定也可以通过加强合作来创造更好的投资机会来加强。
On investing, Lim advised investors be more defensive while staying cautious in their holdings for the time being amid a slowing down on interest rates hike expectation by the US Federal Reserve (Fed).
在投资方面,Lim 建议投资者在美联储(Fed)加息预期放缓的情况下暂时保持谨慎,同时保持谨慎。
Lim also noted that they could move more towards utilities or assets that has regular income.
Lim 还指出,他们可以更多地转向有固定收入的公用事业或资产。
"Other growth sectors include tourism and medical related stocks. But we are not only looking at bigger caps, but also the smaller and undervalued ones as we believe there are opportunities that are yet to be discovered," said Lim.
“其他增长板块包括旅游和医疗相关股票。但我们不仅关注大盘股,还关注规模较小和被低估的股票,因为我们相信仍有机会被发现,”Lim说。
Maybank Islamic Asset Management chief investment officer Muhammad Riduan Jasni said in the same panel session that the performance of sukuk issuance is more resilient from bond as the growth for the shariah industry is overwhelming following the higher awareness among the Muslim countries.
马来亚银行伊斯兰资产管理公司首席投资官 Muhammad Riduan Jasni 在同一小组会议上表示,回教债券发行的表现在债券方面更具弹性,因为随着穆斯林国家意识的提高,伊斯兰教义行业的增长势不可挡。
“The sukuk performance is decent with the Islamic benchmark to outperform the conventional benchmark as the investment becomes more attractive.
“随着投资变得更具吸引力,sukuk 的表现与伊斯兰基准相当,优于传统基准。
“You can see a lot of demand coming from corporates, the pension funds, and this will definitely help drive growth for the industry,” he said.
“你可以看到来自企业和养老基金的大量需求,这肯定有助于推动该行业的增长,”他说。
Therefore, he said, the action will encourage the stability and growth of the Islamic investment industry in Malaysia
因此,他说,该行动将鼓励马来西亚伊斯兰投资业的稳定和增长。