Weekly Briefing: Cautious Bias Ahead Of Malaysia General Elections

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. 00:26 - Roundup - Winson Phoon 04:26 - MY GE scenarios - Suhaimi Ilias 11:23 - MY monetary policy - Suhaimi 12:14 - MY equities - Wong Chew Hann 18:05 - MY aviation - Yin Shao Yang 20:57 - SG economy - Chua Hak Bin 23:54 - ASEAN markets - Anand Pathmakanthan 26:20 - CPO price - Ong Chee Ting 29:50 - PH sugar - Daphne Sze Producer: Noelle Lim, Maybank IBG