A Leap of Faith (Malaysia Strategy)

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Falling real deposit rates7(%)6543210-1-21994 1996 1998 2000 2002 2004 2006 2008 1Q10 3Q10©2010 CLSA Asia-Pacific Markets (“CLSA”).IMPORTANT: The content of this report is subject to CLSA's Legal and Regulatory Notices as set out at www.clsa.com/disclaimer.html, a hard copy of which maybe obtained on request from CLSA Publications or CLSA Compliance Group, 18/F, One Pacific Place, 88 Queensway, Hong Kong, telephone (852) 2600 8888.Page 10
Wealth or savings compositionWhere do Malaysians store their wealth?Cash depositsPropertiesEquitiesBondsBusinessinvestmentsForeign currencies(No. of respondents)0 50 100 150 200 250©2010 CLSA Asia-Pacific Markets (“CLSA”).IMPORTANT: The content of this report is subject to CLSA's Legal and Regulatory Notices as set out at www.clsa.com/disclaimer.html, a hard copy of which maybe obtained on request from CLSA Publications or CLSA Compliance Group, 18/F, One Pacific Place, 88 Queensway, Hong Kong, telephone (852) 2600 8888.Page 11
Page 1 and 2: A leap of faithMalaysia strategyCla
Page 3: Three interesting charts
Page 7 and 8: Retailers join the party?
Page 9: Rising savings/capita2,500(RM)2,000
Page 13 and 14: Rising FBMKLCI but market cap/GDP s
Page 15 and 16: Reforming Malaysia
Page 17 and 18: Can-lah Generation!Planned infrastr
Page 19 and 20: Setting them freeKhazanah outperfor
Page 21 and 22: Upcoming CLSA ForumsAsean Forum 201

A Leap of Faith (Malaysia Strategy)

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