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…
The Ringgit Is No Longer an Emerging Market Currency. It Is a Regional Macro Hedge. As global macro stress deepens, Juwai IQI Chief Global Economist Shan Saeed argues that the Malaysian ringgit has undergone a structural upgrade that most market participants have not yet fully priced — and that the rest of ASEAN is being…
Central bank projects growth of 4–5% in 2026 as resilient domestic demand, strong investment and a sound financial system help cushion external shocks. BY TENGKU NOOR SHAMSIAH TENGKU ABDULLAH KUALA LUMPUR, April 1 – Malaysia’s economy expanded 5.2% in 2025, demonstrating resilience in a global environment increasingly shaped by geopolitical tensions, shifting trade policies and…
