As we head into the end of April & get ready to move into May, how is the state of Malaysia & the states?
Malaysia
– Q1 KLCI performance positive
– Trade surplus deteriorated 30%
– Slowdown in mfg exports
– Softening labour market (ie lesser hiring, retrenchments) slowing recovery in spending post GST
– Continued concerns on political scene
USA
– Large equity pull outs from US markets by investors in April
– USD stopped appreciating since late Jan
– Feds next rate hike expected only in Sep/Dec
USDMYR next 12mths avg trading est ~3.74
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