Kuala Lumpur, 15 May 2026 – Malaysia’s external position is expected to remain resilient despite heightened geopolitical uncertainty and the ongoing US-Iran conflict, supported by continued strength in the electrical and electronics sector, improving services exports and a stronger current account surplus.
Kenanga Investment Bank said Malaysia should remain relatively insulated even as elevated energy prices and softer global sentiment weigh on parts of global trade. The investment bank said structural support from artificial intelligence-related segments, including semiconductors, servers and data-centre infrastructure, should continue supporting Malaysia’s trade outlook.
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