Asia Economic Outlook Asia is re-balancing and will continue to lead (Q3 10) The global upswing is now regaining some traction and the threat of renewed financial crisis has diminished. However, the world recovery will stay weak and vulnerable to other risks such as deflation... 23rd September 2010 · 1 min read
Asia Economics Update Malaysian ringgit internationalisation is far away Over the weekend, Prime Minister Najib Razak stated that Malaysia was looking at allowing offshore trading of the ringgit. But Malaysia would need to make the currency fully convertible on the capital... 13th September 2010 · 1 min read
Asia Economics Update Malaysia's policy tightening pause unlikely to last long Bank Negara Malaysia (BNM) left the reference rate unchanged today at 2.75%, as expected. Our view is that the local economic upswing will comfortably survive the tough global conditions which are in... 2nd September 2010 · 1 min read
Asia Economics Update Malaysia on course for a soft-landing Data released today showed that Malaysia’s economy expanded at a slower pace in Q2 than in Q1. The upswing will continue to lose momentum in coming quarters but the risk that the expansion stalls is... 18th August 2010 · 1 min read
Asia Economics Weekly Malaysia staying with above-trend growth Malaysia’s Q2 GDP figures are released on Wednesday and are likely to show that the economy continued to expand at a rapid pace in y/y terms, albeit not as fast as in Q1. Exports and industrial growth... 16th August 2010 · 1 min read
Asia Economics Update Malaysia shows its confidence in the upswing Bank Negara Malaysia (BNM) raised its policy rate today by 25bp, as we had expected. Today’s move shows that the authorities see the local economic upswing as being sustainable and likely to stay... 8th July 2010 · 1 min read
Asia Economics Weekly Can Malaysia deliver on structural reform? Malaysia’s latest plan to boost its competitiveness, announced last week, looks realistic and achievable. Effective implementation of the new reforms will be key. But the target of lifting GDP growth... 14th June 2010 · 1 min read
Asia Economic Outlook Asia to keep going its own way (Q2 10) We expect the world recovery will lose momentum in 2010-11 but do not anticipate that the recent turmoil in the markets will derail the global upswing. The implication for Asia is that the regional... 27th May 2010 · 1 min read
Asia Economics Update Malaysia set for sustained but gradual tightening Bank Negara (BNM) today raised the overnight policy rate by 25bp to 2.5%, as expected, while the double-digit surge in GDP in Q1 has been confirmed. The economic upswing looks set to remain strong and... 13th May 2010 · 1 min read
Asia Economics Weekly Malaysia set to tighten again Malaysia’s central bank (BNM) will probably raise policy interest rates again this week, provided the debt crisis in the euro-zone periphery and the disorder in the markets does not escalate further... 10th May 2010 · 1 min read
Asia Economics Update Malaysia aims to improve investment conditions Malaysia’s New Economic Model (NEM), published today, is a positive step toward promoting longterm economic reform. Boosting foreign investment, lifting education standards and reducing the role of... 30th March 2010 · 1 min read
Asia Economics Update Malaysia set for a mild monetary tightening Bank Negara (BNM) raised the overnight policy rate by 25bps to 2.25% at today’s meeting. This was contrary to the consensus expectation but in line with our forecast. Economic growth has recently... 4th March 2010 · 1 min read
Asia Economics Update Malaysia jumps the queue and should hike next week Today was Malaysia’s turn to report Q4 GDP growth far stronger than the consensus and even our more-bullish-than-most expectations. All the positives will probably stay in place in coming quarters and... 24th February 2010 · 1 min read
Asia Economic Outlook Upswings to stay impressive for a while (Q1 10) The trade-dependent economies will eventually see slower GDP growth later this year and in 2011 as the global upswing loses momentum. But Asia’s rebound will not come to a complete halt and growth, by... 19th February 2010 · 1 min read
Asia Economics Update Malaysia set to stay in the slow lane Bank Negara (BNM) left policy rates unchanged today at 2.00%, as expected. There were no surprises in the policy statement which pointed to rates remaining on hold for a while. Malaysia’s recovery is... 26th January 2010 · 1 min read
Asia Economics Update Malaysian economy to grow 5% this year Malaysia’s November industrial output data, published today, were poor, as were November foreign trade data published last week. Nevertheless, we remain positive on the outlook. GDP growth should... 11th January 2010 · 1 min read
