Malaysia Choppy, But We're Staying the Course

Malaysian markets have been choppy, but we still have a continued upturn in the property and construction cycle together with strong consumption data, which keeps us interested in local earnings and equities.

The country is not a "tiger", though, and this means keeping an eye on the external balance as Malaysia's historical surplus position gradually dissipates. Stay tuned.

Malaysia Choppy, But We're Staying the Course (Webcast)

Malaysia Choppy, But We're Staying the Course (PDF)

Our monthly guide to emerging markets by charts and data.

EM Monthly Chartbook (April 2025)

Our monthly guide to China by charts and data.

China Monthly Chartbook (April 2025)

Our quarterly guide to frontier markets by charts and data.

EM Frontier Chartbook (2025 Q2 Edition)

Our annual guide to emerging markets by charts and data.

EM Annual Chartbook (2024 Edition)

Our semi-annual guide to EM listed corporate trends by charts and data.

EM Corporate Charbook (2022 Edition)

An opinionated guide to emerging markets

What is an Emerging Market? (How to Think About Emerging Markets 2024 Edition, Part 1)

What's Wrong with EM? (How to Think About Emerging Markets 2024 Edition, Part 2)

Who Makes It, Who Doesn't (How to Think About Emerging Markets 2024 Edition, Part 3)

Is Globalization Over? (How to Think About Emerging Markets 2024 Edition, Part 4)

Four Big Growth Fallacies (How to Think About Emerging Markets 2024 Edition, Part 5)

An Austrian Primer: Savings, Debt and Default (How to Think About Emerging Markets 2024 Edition, Part 6)

Life After China (How to Think About Emerging Markets 2024 Edition, Part 7)

Macro and EM Equities (How to Think About Emerging Markets 2024 Edition, Part 8)

Macro and EM Debt (How to Think About Emerging Markets 2024 Edition, Part 9)

Macro and EM Currencies (How to Think About Emerging Markets 2024 Edition, Part 10)

... and an opinionated guide to China

Property Boom and Property Bust (How to Think About China 2025 Edition, Part 4)