Malaysia's Inflation Risks Likely From Cost Pass-Through, Not Demand -- Market Talk

Dow Jones03-24

0343 GMT - Malaysia's could face inflation risks from second-round cost pass-through rather than a broad-based demand-driven cycle, as higher energy prices filter through the economy, Public Investment Bank analyst Sabrina Edora says in a note. She raises Malaysia's 2026 inflation forecast to 2.4% from 1.9%, to factor in a higher Brent oil price assumption of $95 a barrel, versus $60 a barrel previously, but notes that targeted subsidies should limit the direct impact on households. Bank Negara Malaysia is expected to keep its policy rate unchanged at 2.75% through 2026, maintaining policy stability amid still-contained domestic inflation and a more uncertain external environment.(yingxian.wong@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 23:43 ET (03:43 GMT)

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