A Leap of Faith (Malaysia Strategy)
A Leap of Faith (Malaysia Strategy)
A Leap of Faith (Malaysia Strategy)
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‘C’ changeStronger currencyNew capex cycle5.0(USDMYR)(% )4.54.04338Investment/GDP3.5333.0282.5232.0Jan-90 Jan-95 Jan-00 Jan-05 Jan-10181990 1995 2000 2005 2010CL 2015CL 2020CLReversing FDI outflows16US$bnFDI inflowsUS$bn614FDI outflowsnet FDI flows (RHS)41221008-26-44-62-8Source: BNM, CLSA Asia-Pacific Markets0-101989 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009©2010 CLSA Asia-Pacific Markets (“CLSA”).IMPORTANT: The content <strong>of</strong> this report is subject to CLSA's Legal and Regulatory Notices as set out at www.clsa.com/disclaimer.html, a hard copy <strong>of</strong> 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 18
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