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Malaysian economy
Tong's Portfolio
A stronger currency should come from gains in relative competitiveness, not higher interest rate differentials
Don’t get us wrong. A stronger ringgit is good, as it means greater purchasing power for the people.
August 22, 2024
Company in the news
iFAST Corp launches global digital hub in Malaysia
iFAST Global Hub.ai is set to invest over RM150 million and will occupy more than 63,000 sqft of office space over five years.
November 21, 2023
Tong's Portfolio
Targeting 45% labour share of total income for Malaysia is imprudent and without basis
The Malaysian Portfolio fell 2.2% last week, amid weaker broader market sentiment. All the stocks in our portfolio ended lower.
August 26, 2023
Tong's Portfolio
A depreciating ringgit is an indirect tax on savings
Both the private and public sectors are highly leveraged.
June 22, 2023
Tong's Portfolio
Will the Malaysian government return the favour to the M40?
Too often though, discussions on lowering living costs, inevitably, center on helping the lower-income households, the B40.
February 02, 2023
Tong's Portfolio
Malaysia can finance the stimulus to protect and boost productive capacities
But these are not ordinary times. Even a hugely expansionary budget will not be out of sync with the rest of the world.
October 30, 2020
Tong's Portfolio
Domestic consumption and households demonstrate resilience
In this issue, and over the next couple of weeks, we will share the many silver linings in the country’s most recently published.
October 16, 2020
Broker's Calls
Malaysia to lead ASEAN 'Nike Swoosh' recovery: CGS-CIMB economists
Thailand is likely to recover slowest due to its high exposure to tourism and slow stimulus response to the crisis.
July 29, 2020
Semiconductor
Chipmakers expect live circuits despite Singapore lockdown
Semiconductor manufacturers in Singapore hope for little factory disruption from the Republic's "circuit-breaker measures", as officials explicitly named semiconductors as an essential business.
April 08, 2020
Malaysia
GST talk resurfaces as oil prices tumble
Malaysia will be among the beneficiaries if China resumes its consumption of goods and services.
March 20, 2020