Daily BriefsMacro

Daily Brief Macro: Malaysia’s Last Chance? Overcoming an Investment Slowdown and more

In today’s briefing:

  • Malaysia’s Last Chance? Overcoming an Investment Slowdown
  • Europolitics Watch: The Tory Tragedy Isn’t About Division – It’s About Defeatism

Malaysia’s Last Chance? Overcoming an Investment Slowdown

By Manu Bhaskaran

Not only has Malaysia’s convergence in per capita income with developed economies stalled, but its middle-income competitors are also catching up from behind. One reason for Malaysia’s lacklustre economic performance is its lower investment share of GDP. With less investment comes a slower pace of expansion of its economy’s long-run productive capacity. The new government led by Prime Minister Anwar Ibrahim has one last chance to craft a credible path towards the reforms necessary for a higher investment rate. Without that, Malaysia’s high-income ambitions may be fatally thwarted.  


Europolitics Watch: The Tory Tragedy Isn’t About Division – It’s About Defeatism

By Mikkel Rosenvold

  • Rishi Sunak is trapped in a doom-loop between economic crisis and a defeatist Tory MP Group
  • Will the 2024 general election clear the path for reform?
  • What should you keep an eye on as professional investor?

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