Company dividends could depend more on cashflow strength amid potential supply chain/logistics disruption. Thus, the willingness to pay dividends would be tied in with cashflow strength, in addition to maintaining comfortable gearing levels, rather than purely profits. “To begin our screening, we base our universe with stocks that are capable to meet a 4% dividend yield, which filters out most of the higher growth sectors such as technology, and renewable energy,” said Kenanga. “Plantation and oil and gas firms have been previously highlighted by us as potential beneficiary from the middle east conflict,” said Kenanga. For oil and gas firms, crude oil prices potentially staying sustainably elevated provides a fillip to capital expenditure.

Source: Mint March 24, 2026 12:12 UTC