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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Industrial Production Index (IPI) - Early Gains at Risk as External Pressures Escalate
Malaysia’s Industrial Production Index (IPI) expanded by +1.5% YoY in February (Jan: +2.1% YoY), falling short of market expectations of +2.5% YoY.
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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
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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...
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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...
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