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....
501 Views
Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
290 Views
FX Watch: Tough times ahead for king USD?
Take-aways upfront: The USD looks to have broken the clear downtrend from Q3/Q4 last year, but the combination of rising inflation expectations...
92 Views
EM Stimulus Showdown: From Beijing with Boost to EM?
Welcome to this week’s edition of our EM-angled editorial, which comes hot on the heels of the PBOC Key Ministry Briefing. So, where better to...
228 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....
371 Views