Regional Fund Flows
Foreign investors turned net sellers in Asia for the week ended Sept 26, 2025, marking the end of a three-week buying streak, according to MBSB Investment Bank Bhd (MBSB IB).
Total outflow: US$2.29 billion (RM9.66 billion).
Biggest withdrawal: Taiwan, with US$1.16 billion in outflows, reversing three weeks of net inflows.
Pressure came as Taiwan’s unemployment rate rose for the third consecutive month in August.
Other markets:
India: Outflow of US$1.08 billion, despite strong July industrial output.
Vietnam: 10th consecutive week of outflows (US$201.6 million) after new U.S. tariffs.
South Korea: Outflow of US$114.4 million, pressured by falling producer prices linked to telecom discounts.
Thailand: Third straight week of selling (US$42.8 million).
Indonesia: Strongest gainer, with US$306.7 million inflows after trade pact with EU.
Philippines: Second consecutive week of inflows (US$111.1 million), sharply higher than the prior week.
Malaysia Market Snapshot
Foreign investors: Net sellers with RM451.5 million outflows, breaking a two-week inflow streak.
Outflows were recorded on all trading days, largest on Thursday (RM223.5 million).
Sector flows:
Top inflows: Consumer products & services (RM127m), plantation (RM61.2m), energy (RM49.4m).
Top outflows: Financial services (RM241.1m), utilities (RM177.7m), healthcare (RM137.2m).
Domestic institutions: Turned net buyers with RM696m inflows, ending a two-week selling streak.
Retail investors: Extended selling streak to three weeks, with RM244.6m outflows.
Trading Activity
Foreign participation: Average daily trading volume dropped 39.7%.
Local institutions: Activity rose 1.6%.
Retailers: Activity rose 2.8%, but still net sellers.
Key Takeaway: Foreign investors pulled funds broadly across Asia, led by Taiwan and India, amid economic and regulatory uncertainties. Malaysia was not spared, with consistent daily outflows, though domestic institutions stepped in as net buyers, providing some market support.
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