SINGAPORE (June 18): This week, I would like to share some thoughts on a topic that has dominated Malaysian news headlines and generated much debate among market commentators, analysts and investors alike.

Mega infrastructure is perhaps the most oversold investment theme coming into 2018 and has been the key driving force behind construction stocks listed on Bursa Malaysia.

That all changed after Malaysia’s 14th Gen­e­­ral Election last month: The results took most market analysts by surprise and led to downgrades almost across the board in the local construction sector.

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