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Info Briefing: Malaysia's Government Finance - A Greece Scenario by 2020?

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Weakening long‐term trend needs to be arrested,
higher taxes & fees plus lower subsidies to come

Malaysia's fiscal situation is considered to be tight. Fiscal revenue has been almost 40% dependent on oil & gas revenues and spending patterns have been queried by economists and analysts. How could a fiscal squeeze affect the Malaysia corporate sector? We take a look. 

Download here: InfoBrief_Malaysia Finance_2010

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Political Economy Briefing: Singapore Inc - Recent Debate on Transparency and Accountability Reflects Shifts in Political Economy

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Briefing on concerns at Singapore's sovereign wealth fund and on its public finances. 

  • Temasek portfolio SGD198 billion; reports an average annual return of 17% for 35 years vs Singapore stock returns averaging less than 8%. Over 20 years, returns of 16% in SGD.
  • GIC portfolio estimated near SGD 390 billion; annualised rolling 20‐year real rate of return of 6.8% in USD.
  • RECENT DEBATE ON TRANSPARENCY & ACCOUNTABILITY REFLECTS SHIFTS IN THE POLITICAL‐ECONOMY?
  • Singapore’s reserves are managed by three agencies – GIC, Temasek & the Monetary Authority of Singapore

Download here: POLECBrief_Temasek_Aug12

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Newsletter Jan/Feb 2014: South Asia's Needs

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Khor Reports' Newsletter: South Asia’s need, 11 million tonne predominance of imported palm oil Feature: South Asia competition, tariff impacts & local India palm oil. Non-dairy ice cream. Wilmar-Unilever supply-chain jolt, biodiesel stuttering start Sustainability: TFT-Greenpeace principles lead Science: remote-sensing & extreme transparency Spreads narrow, PO exports to dip & demand shift?  

Download here: KR_Newsletter_JanFeb14