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Standard Chartered says Malaysia’s 2025 growth forecast rose to 5.2%, boosting the ringgit on confidence, AI and policy support

Malaysia surged 5.2% in 2025 as AI investment and spending boomed. But can it last? Growth may slow to 4.5% in 2026; BNM likely holds rates, supporting Ringgit. – vtmarketsmy.com

Baker Hughes reports U.S. oil rigs fell from 412 to 409, indicating reduced drilling activity nationwide

US oil rigs just dropped to 409, signaling slower future output. With inventories down nearly 3 million barrels, supply tightens—boosting oil price prospects unless OPEC+ hikes or demand falters. – vtmarketsmy.com

MUFG’s Lloyd Chan says India’s rebased CPI rose 2.8% year on year, led by food prices, keeping the RBI unchanged

India’s inflation story flipped fast: CPI was 2.8% in 2025, but hit 5.1% by Jan 2026 on food and energy, boosting GDP 7.8% and raising RBI hike, volatility hopes. – vtmarketsmy.com

Bessent rejects decoupling from China, supports de-risking, and expects inflation to near the Fed’s 2% target by mid-year

Calm bonds, cooling inflation, and 3% growth could reshape 2026 trades: Bessent favors de-risking with China, not decoupling. Consider positioning for rate cuts, low volatility, and reshoring sector winners. – vtmarketsmy.com

After a cooler January CPI, the DJIA rebounded nearly 220 points after an AI-driven sell-off

Stocks rebounded after Thursday’s plunge as cool inflation boosted June rate-cut odds to 83%. Winners: chips and EVs; losers: ad and consumer names. Trade divergence with options, watch key Dow support. – vtmarketsmy.com

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