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Malaysia Treasury (MALAYSIA GOVT)
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bearish
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Cross Asset Strategy
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01 Mar 2020 02:51
Prime Minister Muhyiddin Will Need to Affirm Anti-Corruption Cred to Survive
Malaysia's Yang di-Pertuan Agong (King) has announced that Muhyiddin Yassin will be sworn in as Malaysia's 8th Prime Minister on Sunday 1st March...
Prasenjit K. Basu
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322 Views
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bullish
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Thematic (Sector/Industry)
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05 May 2019 21:42
Bank Negara Has No More Excuses to Avoid the Long-Delayed Rate Cut, Unlocking Value
With its labour force estimated to be growing 2.6% annually -- and likely augmented by more foreign workers -- Malaysia's real GDP growth rate of...
Prasenjit K. Basu
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412 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2019 16:09
Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
Virgil Fernandez Esguerra
723 Views
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bullish
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Thematic (Sector/Industry)
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30 Nov 2018 13:23
Khazanah Divestment of Controlling Stake in IHH Is the Start of a Fiscal Game-Change
The announcement (November 29th) that Khazanah was selling a 16% stake in one of its crown jewels, IHH Healthcare (IHH MK) for US$2.01 billion to...
Prasenjit K. Basu
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576 Views
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bullish
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Thematic (Sector/Industry)
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19 Nov 2018 14:31
This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
Virgil Fernandez Esguerra
428 Views
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