Johannes Salim, CFA

Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Should investors be concerned with Trumponomics success due to the US health bill withdrawal?</li>
<li>We reiterate our bullish view on financial, technology, consumer discretionary and infrastructure sectors in Sino-ASEAN region.</li>
<li>Strong USD environment would prevail, in our opinion. </li>
</ul><p>Over the last weekend, the big news that subsequently affected global markets (a sell-down) was the withdrawal of the US health bill to repeal and replace Obamacare. This raises the investor concern especially if Trump's…</p>


Should investors be concerned with Trumponomics success due to the US health bill withdrawal?
We reiterate our bullish view on financial, technology, consumer discretionary and infrastructure sectors in Sino-ASEAN region.
Strong USD environment would prevail, in our opinion. 
Over the last weekend, the big news that subsequently affected global markets (a sell-down) was the withdrawal of the US health bill to repeal and replace Obamacare. This raises the investor concern especially if Trump's…

Sino-ASEAN Strategy: A Reality Check or a Reality-Bites Moment?