Market Outlook 2022: inflation, interest rates, tech, labour, economic growth, hype | FIRL 53

Peter Lim, the Chief Research Officer at Trident Analytics Sdn Bhd returns for the second time to catch up with the FIRL guys John and MJ to discuss their thoughts on how the industries today are doing. Peter Lim shares his opinions on inflation rates in correlation to rising interest rates, the labor issue vs automation as well as the shipping industry. John Huo and MJ also dive into other markets such as tech, palm oil, government regulations, as well as glove industry.


Timestamp
00:00 Intro
02:48 Inflation, Interest Hike, Supply Chain Issue
11:49 Is the shipping industry underinvested?
13:18 Impact on Malaysia: Labour Vs Automation
20:03 ESG: Localization Vs Globalization
26:27 Thoughts on upcoming General Election
30:53 Thoughts on Malaysia's economy if BN wins
33:52 Economic Growth Vs Accountability & Transparency
40:04 Thoughts on tech industries
43:35 US and China's monopoly regulation
50:52 Is the tech industries undervalued?
55:52 Other attractive industries than tech in Bursa Malaysia
1:02:30 What about OFI and Dutch Lady
1:09:15 Overview on palm oil industry in Malaysia
1:26:46 Governance and transparency - what investors want
1:31:36 How did floods affected the economy
1:34:17 Managing the school and charity organization
1:36:09 When is the 3rd book coming
1:38:50 Why are many companies moving abroad





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