Safe haven in the equity market during turbulence time
8 Mar, 2022
Category: Telecommunication Services
Tags: Portfolio
Funds are now moving their money into safer sectors.
During market turbulence time, we should increase our cash level. However, unlike retail investors like us, an equity-oriented fund needs to invest at least a certain percentage of its portfolio into equities.
During this time, fund managers will start to move their funds into defensive sectors such as telecommunication services and utility sectors. These sectors are not so affected by the macro environment and their cash flow is pretty stable.
These two sectors are trading at a relatively cheap valuation currently. If you insist to stay in the market, you can take a look at these two sectors.
Related Articles
Future pathway of regional mobile telecommunication operator
2023-08-09
|
Telecommunication Services
|
Tags: Telecommunication
The rise of free communication apps has forced the regional mobile telecommunication operator to merge either horizontally or vertically
Updates on Malaysia Telco Landscape
2023-08-09
|
Telecommunication Services
|
Tags: DNB
The 6 telcos companies has agreed to lease the 5G infrastructure from Dana Nasional Berhad.