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....
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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....
264 Views
ASEAN Banks Walked Diverging Paths to Recovery Post-Pandemic
The ASEAN banking sector’s credit profile has experienced differing credit trends post the COVID-19 pandemic. Although the initial recovery in the...
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EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
491 Views
Malaysia: State Elections Bolster Anwar Near-Term; Long-Term PAS Shadow Grows
Anwar's govt retains stability after PH victories in Penang & Selangor, plurality in NS. But PAS landslides in 3 states, & gains in all 6, suggest...
235 Views