In the first part of this two-part series, we focused on RHB’s top 2H18 stock picks with a top down strategy. Apart from taking a top down approach of identifying key sectors that could outperform the broader market, RHB also assessed stocks on individual merits using a bottom up approach. In this article, we highlight two investment themes that derived from a bottom up strategy. Investors Takeaway: 2 Bottom Up Investment Themes For 2H18 Investment Theme 1: Growth Plays With Potential Earnings Upside There are four stocks that RHB identified to have the potential to deliver strong earnings growth or to deliver earnings surprises. China Aviation Oil China Aviation Oil is expected to see the return of earnings growth in FY18. RHB is expecting growth to be aided by strong contribution fr