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
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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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