BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Rising Cost, Chipping Away At The Margins of Consumer Stocks

Rising Cost, Chipping Away At The Margins of Consumer Stocks

Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank

29-Jun-22 09:15

Rising Cost, Chipping Away At The Margins of Consumer Stocks

The retail and consumer sector roared back to life thanks to further easing of restrictions. But the new challenge is rising cost as noted by the 5 year high inflation rate of 2.8%. What does that mean for the consumer sector and which stocks will outperform in this environment? Syifaa’ Mahsuri Ismail, Equity Research Analyst, Hong Leong Investment Bank tells us.

Image credit: Tooykrub/Shutterstock.com

Produced by: Moh Heng Ying

Presented by: Wong Shou Ning, Khoo Hsu Chuang


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  marketsinvestments

Tags:  focus pointmalaysia economyberjaya foodstarbucksMalaysia market performance





Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Tony Nash, CEO, Complete Intelligence tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Brian Hioe of New Bloom Magazine discusses President Lai Ching-te’s first year amid political divisions and pressure from China.

7:45 AM

Morning Brief

Dr. Khoo Ying Hooi, Universiti Malaya, gives us his expectations of the upcoming ASEAN Summit.

8:00 AM

The Breakfast Grille

Oscar Ow, MSB Global Group Berhad talks about the company's recent listing on the ACE Market and more.

8:30 AM

Morning Brief

We break down the day’s top news with expert insights.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Tony Nash, CEO, Complete Intelligence tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

Ringgit & Sense

Ngan Teng Chee, Executive Director of SP Investment Management Sdn Bhd discusses asset allocation and portfolio rebalancing.

10:05 AM

Open For Business

Jeffri Shahul Hamid, Founder, Enginemailer

11:00 AM

Tech Talk

Leading Through the AI Hype

12:00 PM

Enterprise Explores

Why Trustworthy AI Matters for Financial Services

1:00 PM

The Breakfast Grille Repeat

Oscar Ow, MSB Global Group Berhad talks about the company's recent listing on the ACE Market and more.

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

We speak to Jason Wee of Architects of Diversity, on racism in the rental market and why Malaysia needs a Residential Tenancy Act (RTA).

4:05 PM

Health & Living

Is play just for pure fun, or can it also be used in therapy for children? We find out from a developmental paediatrician and a play therapist.

5:00 PM

Top 5 at 5

6:00 PM

Talkback Thursday

8:00 PM

BBC World Service