Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

PK Basu has 34 years experience covering Asia's economies and markets (equities, fixed income and currencies), including 20 years covering the global economy. He was Chief Economist (SE Asia & India) at Credit Suisse First Boston for 5 years, and Chief Asia (x-Jpn) Economist at Daiwa Securities for a similar period. Among other roles, he was global head of research at Maybank Kim Eng, Malaysia equity research head and chief ASEAN economist at Macquarie, Chief Economist at ICICI Securities, ASEAN economist at UBS and the first chief economist at Khazanah Nasional (where he was co-head of research, and led all agri-business initiatives). PK Basu started his career in the Asia Service of WEFA (Wharton Econometrics) in Philadelphia in 1990, rising to be Director of their Asia Service in June 1994. 
PK's book, "Asia Reborn: A continent rises from the ravages of Colonialism and War to a New Dynamism" won the Tata Literature First Book Award (non-fiction) for 2018. It is the first single chronicle of the modern economic and political history of the whole of Asia (from Iraq and Turkey to Korea and Japan, and everything in between), told from an Asian perspective.

Chief Economist & Political Strategist

The Role of Investigative Journalism in Malaysia’s Surprise Elections

Geopolitical Change and Risk Not Priced into Markets - Rising Risk of a Nasty Surprise

Malaysia Macro: The Price of Change (And Hope)

Where to Hide when PH Gains a Narrow Win Amid PAS Marginalisation and UMNO Infighting

Malaysia GE14 Update (4): Close Battle but Momentum Swings to PH for Now

Malaysia: Gerrymandering, Disqualification of Opposition Candidates; but Still Advantage Anwar

REAL-Economics.com

Thematic (Sector/Industry)

There will be a significant sell-off in Malaysian equities and the ringgit because of the uncertainty caused by Malaysia's first change of governing party/coalition in the 61 years since Malaya gained independence from Britain. We view this sell-off as a buying opportunity, because Malaysia will now be renewing its social compact, with two multi-racial parties at the heart of the new government. As of 1:30am, 10th May 2018 (8+ hours after the polls closed), the long-ruling Barisan Nasional was…

There will be a significant sell-off in Malaysian equities and the ringgit because of the uncertainty caused by Malaysia's first change of governing party/coalition in the 61 years since Malaya gained independence from Britain. We view this sell-off as a buying opportunity, because Malaysia will now be renewing its social compact, with two multi-racial parties at the heart of the new government. As of 1:30am, 10th May 2018 (8+ hours after the polls closed), the long-ruling Barisan Nasional was…

Kuala Lumpur Composite Index (KLCI) (FBMKLCI INDEX)

A Malay Tsunami Sweeps Najib from Power, as Mahathir-Anwar Score a Landslide Win