ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: Cautious Bias Ahead Of Malaysia General Elections
32 minutes Posted Oct 17, 2022 at 1:15 am.
Roundup - Winson Phoon
MY GE scenarios - Suhaimi Ilias
MY monetary policy - Suhaimi
MY equities - Wong Chew Hann
MY aviation - Yin Shao Yang
SG economy - Chua Hak Bin
ASEAN markets - Anand Pathmakanthan
CPO price - Ong Chee Ting
PH sugar - Daphne Sze
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Show notes
Malaysia’s upcoming General Elections will be the most exciting with multi cornered fights, and a 40% jump in new voters, mainly the young. Meanwhile Singapore avoided a technical recession but inflation risk remains elevated and another tightening is forecasted. Over at the best performing equity market in ASEAN, Indonesia, our analysts recommend to take profit now.
MY GE Scenario 1 win: UMNO-led BN but short of a simple majority of 112.
Scenario 2: UMNO-led BN secure better than simple majority.
Scenario 3: Anwar-led PH or in some form of a bigger Opposition alliance.
Scenario 4: Unchartered waters with a new coalition government.
Producer: Noelle Lim, Maybank IBG