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Market Daily Report: Bursa Malaysia Ends Slightly Lower Amid Cautious Sentiment On West Asia Conflict

KUALA LUMPUR, April 3 (Bernama) -- Bursa Malaysia closed marginally lower on Friday, as cautious sentiment persisted, with investors remaining on the sidelines amid ongoing conflicts in West Asia, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 2.80 points, or 0.16 per cent, to 1,695.50 from Thursday’s close of 1,698.30. The benchmark index opened 5.82 points higher at 1,704.12, and moved between 1,693.65 and 1,708.12 throughout the day.  However, market breadth remained positive, with gainers outnumbering losers 634 to 415, while 521 counters were unchanged, 1,077 untraded and 10 suspended. Turnover improved to 3.38 billion units worth RM2.95 billion from yesterday’s 3.20 billion units worth RM3.50 billion.   
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Malaysia's Consumer Inflation Growth Slows

 Inflation Overview:

  • Consumer Price Index (CPI) in Malaysia rose 1.5% year-on-year in February 2025, reflecting a slight slowdown compared to the expected 1.6% increase.
  • The housing and utilities sectors saw a deceleration in price growth, contributing to the overall slowdown in inflation.

Key Inflation Drivers:

  • Food & Non-Alcoholic Beverages: These prices increased by 2.5% year-on-year, with this category holding a significant 29.8% weight in the CPI calculation.
  • Core Inflation: This, which excludes volatile food prices and government-controlled items, rose 1.9% year-on-year.

Sectoral Inflation (February 2025):

  • Food & Beverages: +2.5% YoY
  • Housing, Utilities & Fuels: +2.3% YoY
  • Transport: +0.7% YoY
  • Information & Communication: -5.3% YoY (a notable decrease)
  • Personal Care & Miscellaneous Services: +3.7% YoY
  • Furnishings & Household Maintenance: +0.3% YoY

Outlook for 2025:

  • Inflation Forecast: RHB projects 2.4% inflation in 2025, up from 1.8% in 2024, driven by easing global commodity prices and moderate domestic demand.
  • Fuel Subsidy Reform: The upcoming reform in mid-2025 is expected to have a limited impact on inflation if implemented gradually.

Monthly Data:

  • On a month-on-month basis, CPI rose 0.4% in February, a significant improvement from January’s 0.1% decrease.

Conclusion:

  • Inflation in Malaysia is expected to stay manageable through 2025, with sectors like food, housing, and transport continuing to drive price changes, but overall inflation remaining relatively stable.
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