Malaysia: China, Cronyism and the Siege Mentality (Part 6 of 7)
Moving Malaysia to an underweight position aligns us more closely with most actively managed emerging equity funds, which are underweight in the...
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King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion
-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...
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Malaysia: A Rate Hike This Week Could Make It a Good Contrarian Pick
With the ringgit down 6.7% YoY and oil prices rising, CPI inflation jumped to 3.2% YoY in January 2017. This was partly the CNY effect, but mainly...
188 Views
US and China Push Their Respective Envelopes
South China Sea: US and China remain the key despite ASEAN efforts US blows hot and cold with China: Despite US Secretary of State Tillerson’s...
127 Views
RRG Global Macro Insights - Global Recovery in Sight? Market May Be Wrong on Malaysia
RRG Global Macro Insights - Central Banks May Be Getting Their Wish for Growth with Manageable InflationRussia: Fundamental numbers improve with...
139 Views