Malaysia: PH Is Stronger in West Malaysia, but Sabah-Sarawak May Hold Final Cards
Anwar Ibrahim will be PM by the end of November. PH will win west Malaysia comfortably, but may fall short nationally because of Borneo states....
429 Views
Malaysia: Net Outflow of FDI and FPI Reflect Basic Haemorrhage of Trust
Pressured by Islamist PAS, PM Anwar has abandoned his 25-year advocacy of multi-racialism. Net FDI & FPI outflows will pressure MYR. Fiscal deficit...
395 Views
Malaysia: Rate Cut by Mar'24, Lower Fiscal Deficit to Spur Cyclical Recovery in 2024
PM Anwar's 1st year has been disappointing, with sluggish growth & net outflows of FPI. But inflation abated, so policy rate is set to decline....
293 Views
ASEAN Banks Walked Diverging Paths to Recovery Post-Pandemic
The ASEAN banking sector’s credit profile has experienced differing credit trends post the COVID-19 pandemic. Although the initial recovery in the...
24 Views
EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
506 Views