Asia EM Strategy
Comment of the Day

September 18 2018

Commentary by Eoin Treacy

Asia EM Strategy

Thanks to a subscriber for this report from Morgan Stanley. Here is a section on Malaysia:

Eoin Treacy's view

A link to the full report and section from it are posted in the Subscriber's Area.

Governance is Everything and this is doubly true in emerging markets. The Mahathir administration has made a point of trying to recoup some of the losses due to graft, not least 1MDB, and is taking a more forthright stand against the debt trap infrastructure projects the last government signed with China. These are positive outcomes and suggest standards of governance are improving.

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