Don't Mind Please

* CIMB Securities forecasts Malaysia's FBM KLCI to grow by 8% in 2025, following a 12% rise in 2024 and 5% in 2023. * Key drivers for this growth include banks, construction, and utilities, boosted by government policies like NETR and JS-SEZ. * CIMB has set a new end-2025 FBM KLCI target at 1,763 points, up from 1,608, while keeping the 2024 target at 1,635 points. * The firm highlights potential benefits for sectors like rubber gloves from possible U.S. tariff increases under Trump. * Top stock picks for Q1 2025 include Hong Leong Bank, CelcomDigi, Gamuda, Tenaga Nasional, and Genting Malaysia. * Watch for the launch of the 13th Malaysia Plan, Sabah state election, and Budget 2026 in 2025 to spur market confidence. * In 2024, construction led sector performance, while technology, telecoms, and consumer sectors underperformed due to various challenges.