📉【Macro Focus｜Is Malaysia's central bank expected to cut interest rates to 2.75%?】🇲🇾
According to market expectations, Bank Negara Malaysia (BNM) may lower the overnight policy rate (OPR) to 2.75% in the second half of the year.This would be the first signal of a shift into an easing cycle since the pandemic in 2020.
🔍 What impact does a rate cut have on the market?
🔹 Cheaper loans: Decreased interest rates on corporate and personal loans stimulate consumption and investment.
🔹 Potential Bullish in the stock market.Funds are shifting from fixed deposits and Bonds to the stock market, especially bullish for high-dividend stocks and the Real Estate Sector.
🔹 MMF may come under pressure.The Malaysian Ringgit may face depreciation pressure in the short term, and investors need to pay attention to Forex fluctuations.
🔹 Cheaper loans: Decreased interest rates on corporate and personal loans stimulate consumption and investment.
🔹 Potential Bullish in the stock market.Funds are shifting from fixed deposits and Bonds to the stock market, especially bullish for high-dividend stocks and the Real Estate Sector.
🔹 MMF may come under pressure.The Malaysian Ringgit may face depreciation pressure in the short term, and investors need to pay attention to Forex fluctuations.
📌 Which sectors may benefit?
🏦 Bank stocks may experience pressure on interest income in the short term, but loan growth is expected to offset the impact.
🏠 Real Estate Sector: financing costs are lower, incentivizing buying interest.
📈 High-debt but growth-oriented companies: decreasing interest expenses benefit net profit.
🏦 Bank stocks may experience pressure on interest income in the short term, but loan growth is expected to offset the impact.
🏠 Real Estate Sector: financing costs are lower, incentivizing buying interest.
📈 High-debt but growth-oriented companies: decreasing interest expenses benefit net profit.
🧠 Investment suggestion: If the central bank really lowers interest rates, it's advisable to reassess asset allocation and seek potential beneficiary Industries and companies!
#MalaysiaEconomy #InterestRateCut #BNM #InvestmentNotes #Macroeconomics #MalaysianStockMarket #StockMarketWatch #XiaohongshuInvestment
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