07 March, 2016
As appeared in Bloomberg
Senior Fellow of the CIMB ASEAN Research Institute Pauline Loong spoke on Bloomberg about the big gap in China’s policy blueprint for the next five years. She pointed out that notably missing from the outline of China’s Five Year Plan is any mention of strategies to deal with possible large-scale capital outflows once the currency barrier is dismantled, as envisioned in the push for renminbi globalization.
2 April, 2018
By Michelle Chia, Economist, CIMB Research and Economic and Lim Yee Ping, Economist, CIMB Research |
HIGHLIGHTS BNM Annual Report – Premature to pull back the reins BNM’s more optimistic growth forecasts for Malaysia – relative to our numbers and consensus – assumes higher contributions from the private sector and
30 March, 2018
Photo credit: The Myanmar Times Economy, Investment and Trade Myanmar government to come up with new National Logistic Master Plan (26 March 2018) Myanmar’s Ministry of Transport and Communications, with the assistance from Japan
30 March, 2018
Photo Credit: Getty Images Economy, Investment and Trade Southeast Asia’s e-commerce market to be boosted by investments from Chinese companies (23 March 2018) According to Credit Suisse’s Head of Emerging Asia Economics, Chinese
28 March, 2018
By Michelle Chia, Economist, CIMB Research and Economic and Lim Yee Ping, Economist, CIMB Research |
HIGHLIGHTS February 2018 consumer price inflation Headline inflation eased sharply to 1.4% yoy in Feb, due to diminishing food inflation and deflation in the clothing, transport and communication price indices. Our inflation outlook remains
27 March, 2018
By Lim Yee Ping, Economist, CIMB Research and Economics and Michelle Chia, Economist, CIMB Research and Economic |
HIGHLIGHTS Fiscal impact for maintaining subsidised fuel and electricity prices Government plans to keep current fuel and electricity prices unchanged until end2019, and raise per litre subsidy for solar diesel from Rp500 to Rp700-1,000.
27 March, 2018
By Michelle Chia, Economist, CIMB Research and Economic |
HIGHLIGHTS February 2018 trade Non-oil domestic exports (NODX) declined in Feb (-5.9% yoy vs. +12.9% yoy in Jan) on the back of weaker electronics and non-electronics shipments. Spillovers from US tariffs are contained so
27 March, 2018
By Lim Yee Ping, Economist, CIMB Research and Economics and Michelle Chia, Economist, CIMB Research and Economic |
HIGHLIGHTS February 2018 trade The trade deficit narrowed to US$116m in Feb on the back of stronger export growth (+11.8% yoy in Feb vs. +8.6% yoy in Jan). Mining was the key driver of
27 March, 2018
By Michelle Chia, Economist, CIMB Research and Economic and Lim Yee Ping, Economist, CIMB Research |
HIGHLIGHTS Mar Monetary Policy Committee meeting – A dovish posture Malaysia’s Overnight Policy Rate (OPR) was left unchanged at 3.25% on 7 March 2018, following the 25bp hike in Jan. BNM remained upbeat about
27 March, 2018
By Lim Yee Ping, Economist, CIMB Research and Economics and Michelle Chia, Economist, CIMB Research and Economic |
HIGHLIGHTS February 2018 CPI inflation Headline inflation eased slightly in Feb (3.2% yoy vs. 3.3% yoy in Jan) as higher volatile food prices were mitigated by a moderation in administered price inflation. Rice imports
26 March, 2018
By Michelle Chia, Economist, CIMB Research and Economic |
HIGHLIGHTS January macro snapshot Manufacturing activity took a breather in Jan (+3.4% yoy) after strong gains in Dec, but the opposite was true for export growth, which romped to a five-year high. A strong
