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The recent weakness of the U.S. dollar (USD) has sparked debate among investors and economists. Amid growing concerns about the…
Read More »With Donald Trump’s return to the White House following his November 5th victory, what could this mean for the United…
Read More »马来西亚令吉(MYR)在2024年经历了相当明显的反弹。目前,美元兑令吉的汇率为4.12,这对于令吉来说是一个罕见的水平,因为它一贯对美元呈贬值趋势。近期的强势并非源于单一因素,而是多种国内外发展共同推动的结果。本文将探讨令吉表现背后的潜在驱动因素,并分析其对马来西亚经济的影响。 截至2024年9月26日,美元兑令吉的汇率为4.12。资料来源: Investing.com 令吉走强的因素 美国降息 影响令吉表现的最重要的外部因素之一是美国货币政策的转变。美国最近宣布了四年来的首次降息,将利率降至4.75%至5%的区间。看来这并非美联储唯一的降息行动,最近的预测显示,到2024年底,利率预计将降至约4.4%,并在2025年底进一步降至3.4%。通常,此类降息会使美元相对于其他货币走弱。因此,这一预期的变化使得令吉对寻求更高收益的本地投资者更具吸引力。 此外,美国潜在的降息已导致资本流入新兴市场,包括马来西亚。历史上,新兴市场与美元呈现负相关关系。这股外国资本的涌入进一步加强了令吉在外汇市场的地位。 新兴市场资产表现与美元之间的反向关系。资料来源:Fidelity 2. 外资的涌入 在有利的全球经济条件下,马来西亚在2024年全年经历了外商直接投资(FDI)的大幅增长。2024年3月初,马来西亚首相拿督斯里安华·易卜拉欣宣布,马来西亚成功吸引了高达761亿令吉的潜在外国投资。因此,各大跨国公司纷纷宣布了他们在马来西亚的未来投资计划。下表总结了其中一些公司及其各自的投资金额。值得注意的是,FDI的激增特别集中在数据中心、云计算和人工智能等行业。 CompanyInvestment AmountGoogleUSD 2 billionMicrosoftUSD 2.2 billionByteDanceUSD 2.1 billionInfineon TechnologiesEUR…
Read More »The Malaysian ringgit (MYR) has experienced a significant turnaround in 2024. Currently, the U.S. dollar (USD) to MYR exchange rate…
Read More »If you’ve found yourself with U.S. dollars in hand—perhaps from an overseas business transaction, a foreign investment return, a fortunate…
Read More »Driven by rapid interest rate hikes starting in the second half of 2022, Singapore REITs (S-REITs) saw a significant sell-off…
Read More »2023 brought about many surprises, with the ‘most anticipated recession’ – at least for the U.S. – not happening. The…
Read More »Investing in the stock market can be both exciting and daunting, especially in a world where economic conditions are constantly…
Read More »Finding the starting point to identify which equities to invest in can be challenging. One method is to determine which…
Read More »The future will look different. In the last few years, the cumulative effects of COVID, political and social unrest, war…
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