Asia Securities - Macro and Equity Outlook 2021 and Beyond
Mr Naveed Majeed
MACRO AND EQUITY OUTLOOK – 2021 AND BEYOND
KEY DISCUSSION POINTS – MACRO
- Growth Outlook And What We See Driving Our Overall Thesis
- Currency And Rates Forecast
- Fiscal And Debt Status And Outlook
- Medium Term Key Risks And Opportunities
KEY DISCUSSION POINTS – EQUITY
- Equity Market Performance And Outlook
- Sector Performance
- Sector Picks For 2021 And Beyond
- Key Stock Picks
Asia Securities is a leading investment firm in Sri Lanka providing Investment Banking, Research, Equities and Wealth Management services to corporate, institutional, and individual clients. The firm is led by an internationally experienced team with decades of domain and product expertise and is committed to solving clients’ most complex financial problems.
Founded in 1990, Asia Securities’ Equities serves domestic and international institutional, high net-worth and retail investor clients and is currently ranked the #1 Stockbroker in Sri Lanka based on trading turnover market share (Source: Colombo Stock Exchange). The firm was awarded Sri Lanka’s “Best Broker” at the Finance Asia Country Awards 2018 and 2020, reinforcing the firm’s unique position to serve institutional and retail clients in a competitive capital market.
The stockbroking arm is back by an award-winning research team which caters to a strong local and international following with an unparalleled range of research products, including thematic research, macro-economic research, industry research, in-depth company initiations, and more. Asia Securities Research boasts the broadest company coverage in the industry and was ranked among the top Stockbroking Research firms in the country by the CFA Sri Lanka Capital Market Awards over the last three years. The firm offers superior C-level corporate access through a range of investor events, including the Wealth Insights and InsideTrack Series, as well as the flagship Annual Sri Lanka Investment Conference.
Asia Securities Investment Banking is the preferred investment banking partner for cross-border transactions in Sri Lanka. Led by a team with almost four decades of international experience at premier global firms such as JP Morgan, Merrill Lynch, Credit Suisse, Houlihan Loukey and Delloite. Investment Banking offers a comprehensive suite of solutions including corporate advisory, mergers and acquisitions, restructuring, private and public debt and equity capital raising, and securitization. The firm has advised marquee local and international clients on some of the most prominent and largest transactions in recent times, including the landmark Piramal Glass-Blackstone transaction.
Asia Securities Wealth Management caters to affluent, high net worth and institutional clients, through its Private Wealth Management and Asia Securities Money Market Unit Trust businesses. The business is led by top-notch investment professionals with international experience in research, risk management and portfolio management. The Private Wealth Management business has managed multibillion-rupee fixed income portfolios and has consistently outperformed other traditional fixed income investments since inception. The recently launched Asia Securities Money Market Fund is among the top-performing funds in the country and offers an attractive alternative to traditional short-term instruments.
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