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Archive for the Malaysia Economy Category

Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis—They’re Facing Something Worse – Bloomberg Business 09-16-15

Salient to Investors: Viktor Shvets and Chetan Seth at Macquarie said: Emerging markets and economies are in a worse situation than in the 1997 Asian financial crisis because they now face far longer, more painful and insidious disease with limited or no cures or exits, punctuated by occasional significant flare-ups. The effect

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Palm Oil Seen Dropping as Mistry Has Buy Call on Planters – Bloomberg 09-15-14

Salient to Investors: Dorab Mistry at Godrej Intl said: Palm oil at a 5-year low creates a buying opportunity for plantation and processing company stocks because producers are still making money. Invest in plantations when palm oil prices are low. In Q4, 2008, when in a similar situation with regard to supply,

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China Lures Less Investment Than Southeast Asia, BofA Reports – Bloomberg 03-04-14

Salient to Investors: Chua Hak Bin at Bank of America Merrill Lynch said:   Total foreign direct investment into Singapore, Malaysia, Indonesia, the Philippines and Thailand was $128.4 billion in 2103 versus $117.6 billion for China. Rising foreign direct investment into Asean will remain a favorable structural trend over the

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Irrational Exuberance Overtakes Asia – Bloomberg 12-12-13

Salient to Investors: William Pesek is  writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural

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Don’t Blame the Fed for Asia’s Problems – Bloomberg 08-26-13

Salient to Investors: William Pesek writes: Another 1997-like Asian crisis is highly unlikely because exchange rates are now more flexible, foreign-currency debt is lower, banks are healthier, countries are sitting on trillions of dollars of reserves, and economies are far more transparent. The same can’t be said of 1994, when the

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Capital Flows Back to U.S. as Markets Slump Across Asia – Bloomberg 08-20-13

Salient to Investors: Asia’s role as the world’s growth engine is waning as economies across the region weaken and investors pull out billions of dollars in favor of nascent recoveries in the US and Europe. Economists forecast Malaysia will post its second straight quarter of sub-5 percent growth this week.

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Pesek’s View From Asia – Bloomberg 07-31-13

Salient to Investors: William Pesek writes: Najib kept his Malaysian coalition in power with a giant spending spree that included smartphone rebates for youths, household electricity subsidies and higher wages for civil servants. Fitch said Malaysia’s public finances are its key rating weakness. It will be difficult to achieve the 3

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Jim Rogers: Malaysia is attractive – Jim Rogers blog 07-03-13

Salient to Investors: Jim Rogers says international investors prefer open, exciting and dynamics places. Malaysia has opened up and is one of the most attractive, with huge reserves, abundant natural resources. Read the full article at  http://www.jimrogers.info/2013_07_01_archive.html Click here to receive free and immediate email alerts of the latest forecasts.

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Jim Rogers optimistic on Malaysia and asia – Jim Rogers Blog 06-24-13

Salient to Investors: Jim Rogers writes: Malaysia is making positive dramatic changes. All Asean countries are going in the right direction. Pay Day Direct Lenders When the huge currency turmoil comes, bet with the creditors and not the debtors. There is no such thing as a sound currency and no

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Mobius Buying More Malaysian Stocks; May Sell Indonesian Banks – Bloomberg 01-07-13

Salient to Investors: Mark Mobius at Templeton Emerging Markets says the Malaysian administration has been very good for the markets and will continue to be so, and is buying more Malaysian shares on the country’s economic growth prospects. Mobius is possibly cutting back on Indonesian banks and Indian natural-resources stocks due to valuations. The Jakarta Finance Index

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