By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, July 17 – The ringgit, rupiah, dong, baht and peso are unlikely to move in lockstep during the second half of 2026. Juwai IQI Global Chief Economist Shan Saeed explains why fading US dollar strength is likely to favour the ringgit and rupiah more than the dong,…
With GDP per capita at US$15,085 and the economy expanding at 5.4 per cent in the first quarter of 2026, Malaysia is closer than ever to high-income status. But the journey from here to US$20,000 per capita will require more than growth — it demands structural reform, productivity gains, and unwavering institutional quality. Juwai IQI…
Days after warning that markets were mispricing the Federal Reserve, the strategist points to SpaceX’s slide and mounting stress in private credit as the next triggers for the correction he expects between June and August. By TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, June 24 – The sell-off Dr Sailesh Kumar Jha outlined in a…
Markets Are Mispricing the Fed – And Investors May Pay the Price, Warns Top Strategist Dr. Sailesh Kumar Jha, Global Market Strategist and former Chief Asia Economist at Credit Suisse AG Singapore, says a 10 to 20 per cent correction in US equities could be imminent as markets wake up to an underpriced Federal Reserve…
Economist Geoffrey Williams on the gap between growth and wages, the oil-price shock erasing subsidy savings, and the three vulnerabilities facing the economy toward 2030. By Tengku Noor Shamsiah Tengku Abdullah KUALA LUMPUR , June 4 – Malaysia’s economy remains among the strongest performers in the region, but the headline numbers mask a harder reality: the…
