Asean analysts favour commodities, financial, telecoms sectors on inflation, rising rates
Some counters seen benefitting from higher commodity prices, interest rates if investors know where to look
Singapore
BENEATH the spectre of war and inflation, analysts see potential bright spots in South-east Asian markets, particularly in the commodities, financial and telecoms sectors.
Inflation, already on the rise since last year thanks to Covid-related supply restrictions, is likely to be pushed higher thanks to the conflict between Russia and Ukraine.
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