Malaysian GDP figures, due to be released on Thursday, are likely to show a sharp slowdown in the recovery in the final quarter of last year. The recovery is likely to go into reverse this quarter.
Meanwhile, Asian equity markets have enjoyed a very strong start to the year, prompting us to upgrade our forecasts. But while we think further gains are still likely, Asian equities look set to underperform those in other emerging markets over the remainder of 2021.
WEBINAR INVITE: To mark the upcoming launch of The Long Run, our dedicated long-term service, we’re holding a special webinar on 11th February to discuss how we see economies and markets performing out to 2050. Complimentary registration here for either of two sessions.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to gain:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services