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Maybank : macro uncertainty caused by tariffs could slow the growth trajectory of the digital economyMacro uncertainty caused by tariffs could slow the growth trajectory of the digital economy, especially for players reliant on discretionary consumer spending, Maybank Investment Bank said in its note on last Thursday. According to the research house, although ASEAN internet players have no US exposure and as such are not directly in the path of tariff wars, a macro slowdown and less private...0 التعليقات 0 المشاركات 8كيلو بايت مشاهدة 0 معاينة
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Maybank sees Trump administration’s reciprocal tariffs-driven macro factors to weigh on Malaysia’s semiconductor sectorUnited States President Donald Trump administration’s reciprocal tariffs (RT) driven macro factors are expected to weigh on Malaysia’s semiconductor sector, Maybank Investment Bank said Friday. The research house said in a note that although the RT announcement was previously well-flagged, the breadth and magnitude of its implementation is a negative surprise. “With higher...0 التعليقات 0 المشاركات 9كيلو بايت مشاهدة 0 معاينة
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TA maintains cautious outlook on Malaysia’s semiconductor sector amid US tariffs uncertaintyWhile global semiconductor sales are projected to continue growing, TA Securities has maintained a cautious outlook on Malaysia’s semiconductor sector given the lingering uncertainties surrounding US trade policy. The research house said in a note on last Friday that any substantial tariff on semiconductors would inevitably weigh on Malaysia as the industry is deeply integrated into...0 التعليقات 0 المشاركات 502 مشاهدة 0 معاينة
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