EWM - EWM: Ringgit Might Perform

2024-02-02 03:39:53 ET

Summary

• The iShares MSCI Malaysia ETF is heavily exposed to financials and the performance of the Malaysian Ringgit.
• There is potential upside for EWM due to likely monetary policy evolutions for financials and the Ringgit.
• The political situation in Malaysia is uncertain, but it seems to be improving, as stability in the government seems to be the main concern.
• The Ringgit risks don't seem too big, and we quite like the financials exposure.

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