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Showing posts with the label macroeconomic outlook

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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Budget 2026 Preview: Fiscal Discipline Meets Growth — Who Stands to Gain?

Malaysia’s upcoming  Budget 2026  (to be tabled on  Oct 10 ) is expected to mark a strategic shift — from  post-pandemic recovery  to  long-term structural reform  and  fiscal consolidation . While  Budget 2025  emphasized tourism revival and domestic consumption,  Budget 2026  aims to  sustain growth, improve fiscal health, and accelerate green and digital transformation  under the  13th Malaysia Plan (13MP) . Macroeconomic Outlook Leading institutions  UOB ,  OCBC , and  CIMB Securities  broadly agree that: Fiscal deficit  is likely to narrow to  3.4–3.6% of GDP , driven by improved tax compliance and the upcoming  carbon tax . Development expenditure  will remain steady at around  RM86 billion , aligned with infrastructure priorities. GDP growth  forecasts range between  3.8% (OCBC)  and  5.5% (UOB) . Inflation  is projected to ease, allowin...