For sure, business in this first half will be softer than usual, but these are defensive names dealing in basic essential goods that will likely outperform in an uncertain market. “This is a rare opportunity to pick up names such as F&N (OP; TP: RM35.20), Padini (OP; RM2.40), Poweroot (OP; RM2.65) and QL Resources (OP; TP: RM8.30), ”