Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

PK Basu has 34 years experience covering Asia's economies and markets (equities, fixed income and currencies), including 20 years covering the global economy. He was Chief Economist (SE Asia & India) at Credit Suisse First Boston for 5 years, and Chief Asia (x-Jpn) Economist at Daiwa Securities for a similar period. Among other roles, he was global head of research at Maybank Kim Eng, Malaysia equity research head and chief ASEAN economist at Macquarie, ASEAN economist at UBS and the first chief economist at Khazanah Nasional (where he was co-head of research, and led all agri-business initiatives). PK Basu started his career in the Asia Service of WEFA (Wharton Econometrics) in Philadelphia in 1990, rising to be Director of their Asia Service in June 1994. 
PK's book, "Asia Reborn: A continent rises from the ravages of Colonialism and War to a New Dynamism" won the Tata Literature First Book Award (non-fiction) for 2018. It is the first single chronicle of the modern economic and political history of the whole of Asia (from Iraq and Turkey to Korea and Japan, and everything in between), told from an Asian perspective.

Chief Economist & Political Strategist

Globetronics (GTB): Not Only Sensors but Also Laser Powered Auto Headlights

Malaysia Boleh: Democracy Wins Big as Malaysia Chooses a Multi-Racial Compact

REAL-Economics.com

Thematic (Sector/Industry)

Malaysia Financials / Thematic (Sector/Industry)

<p><strong>We would recommend being Overweight Malaysia, using any sell-off at the re-start of trading today as a buying opportunity. The export sectors are particularly safe, as they will be winners from the depreciation of the ringgit, especially the rubber-glove makers (well-valued Top Glove, Hartalega and Supermax, which investors can continue to Hold) and the electronics exporters (Inari Amertron, Unisem, Globetronics, and MPI in that order). Other stocks that will be medium-term winners from the</strong>…</p>

We would recommend being Overweight Malaysia, using any sell-off at the re-start of trading today as a buying opportunity. The export sectors are particularly safe, as they will be winners from the depreciation of the ringgit, especially the rubber-glove makers (well-valued Top Glove, Hartalega and Supermax, which investors can continue to Hold) and the electronics exporters (Inari Amertron, Unisem, Globetronics, and MPI in that order). Other stocks that will be medium-term winners from the…

Kuala Lumpur Composite Index (KLCI) (FBMKLCI INDEX)

What to Buy in Malaysia as the Market Reopens