Strategy Note /
Malaysia

Malaysia's new PM is not a fix for dysfunctional politics

  • New Prime Minister Sabri has, at best, 52% support in the lower house of parliament

  • Sabri is vulnerable to defections from his own party, UMNO, which has merely 16%, and a vote of confidence

  • Malaysia equities are cheap versus history and its FX rate is low risk but there are better options elsewhere in Asia

Malaysia's new PM is not a fix for dysfunctional politics
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
23 August 2021
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