Three Consumer Stocks to Consider

With impending general elections and external volatility to deal with, Managing Director and Head of Research Institute, RHB Investment Lim Chee Sing talks about what investors should do in 2H2012. Matters addressed include: - what range he expects the KLCI to be trading in (RHB year end target at 1,650) - when he expects General Elections to be - this year - downgraded plantations and oil & gas sectors from overweight to neutral. Potential catalysts to change his mind - RHB’s key overweights are telco, consumer and banking - but consumer stocks are overpriced? Nestle, GAB, JTI all saw their share price touch record highs in the past two weeks. Names three other consumer stocks that look good at current valuations - if he could only choose three stocks to accumulate, what these would be. See omnystudio.com/listener for privacy information.