Foreign central banks increased their Malaysian sovereign bond holdings to a record 36% as of March 2025, driven by the nation's strong currency, stable growth, energy exporter status, and appeal as a regional safe haven amid global volatility.
Liza Shireen Koshy
The Bank of Korea's deputy chief suggests considering interest rate hikes due to high inflation pressure and strong economic growth.
BlackRock says higher government bond yields are here to stay
Russian strikes kill three, wound four in Ukraine
Pemex officials lost jobs over a pipeline leak causing a Gulf of Mexico crude oil spill.
Pakistan experiences 4,500-megawatt power shortfall, a quarter of demand, due to Middle East conflict disrupting liquefied natural gas supplies, causing extended blackouts affecting industries and exports.
BHP's CFO says new investors are buying in due to the company's copper exposure and AI demand.
Malaysia's deputy minister states West Asia conflict is boosting semiconductor and electric vehicle demand, with the country experiencing 26% export growth and positioning itself as a stable alternative supply hub amid global disruptions.
Oil prices climbed 1.3% as stalled US-Iran negotiations and Iran's blockade of the Strait of Hormuz-which normally handles 20% of global oil supply-disrupted energy flows, with analysts warning diplomatic gridlock will sustain upward price pressure through May.
JPMorgan will include Philippine government bonds in its key emerging markets index starting 2027, recognizing the nation's improved economic fundamentals and expanding the investment universe for emerging market fixed income investors globally.
Rystad Energy analyst Mathieu Utting reports that ongoing US-Iran diplomatic discussions have calmed global LNG prices, with Asia's June derivatives declining 14% week-over-week to $16.50 per MMBtu, though supply recovery uncertainties and geopolitical risks persist.
Prime Minister Anwar Ibrahim emphasized Malaysia's balanced economic diplomacy approach, prioritizing energy security and national interests in trade negotiations while maintaining sovereignty on policies like Bumiputera protections despite geopolitical disagreements.
Malaysia's Foreign Minister warned at the Asean-EU meeting that geo-economic fragmentation and unilateral trade measures threaten global stability, urging transparent, rules-based commerce amid conflicts disrupting supply chains and energy security.
BlackRock strategists warn that elevated government bond yields will persist due to Middle East conflict-driven inflation pressures, making long-term bonds ineffective diversifiers and prompting the firm to favor stocks over bonds amid persistent economic uncertainty.
Rystad Energy analyst reports Asia's LNG prices fell fourteen percent weekly to $16.50 per MMBtu, tracking oil trends amid ongoing U.S.-Iran diplomacy and increased supply from Canada, Australia, and Golden Pass, though West Asian recovery remains uncertain.
Nvidia CEO Jensen Huang cited the Mythos incident to advocate for direct US-China dialogue on artificial intelligence development, highlighting growing tensions in the competitive AI sector.
