Market chat - 4Q23 Strategy - Budget 2024 and Domestic Catalysts To Be Focused

Under this environment, we favour these sectors, namely the (i) Construction, (ii) Building Material, (iii) Renewables, (iv) O&G (v) Poultry, (vi) Automotive, (vii) Insurance and (viii) Technology. Besides, high net cash or high dividend yield will be appreciated. 

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