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Last Monday (July 7), Donald Trump announced a 25% tariff on all Malaysian products entering the US, effective August 1.
The letter, detailing to PM Anwar, sought to escalate the Malaysia-US trade relations, which Trump previously agreed to lower Malaysia’s tariffs down to a baseline of 10% while exempting semiconductors.
The reason for the “new” tariffs, according to Trump, is to “eliminate the Trade Deficit disparity” the US has with Malaysia.
In the same week, Bank Negara Malaysia (BNM) lowered the Overnight Policy Rate (OPR) by 25 bps to 2.75%, citing “continued expansion in global growth, supported by sustained consumer spending and to some extent, front-loading activities.”
In this episode, Investment Analyst Azharuddin breaks down what Trump’s tariffs really mean, why BNM’s rate cut matters, and the stocks he’s watching closely right now.
(01:38) What Are Tariffs? What Does Trump Aim To Do With Them?
(09:08) Tariff Impacts On Malaysia And The Stock Market
(17:14) What Stocks Are You Watching Now?
(28:50) Are Local Banks Still Good?
(42:14) Best Advice To A Beginner?
(54:32) How To Allocate Spare Cash?
(58:29) Final Thoughts
Join Azha’s event on 26 July – Stock Picking for DUMMIES: https://lu.ma/6l9725r2
Join Our WhatsApp Group: https://futuriztsmembership.wasap.my/
DISCLAIMER: The information contained in this episode is for informational and educational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The opinions shared are solely that of the publisher and speaker.
By Shinji OngLast Monday (July 7), Donald Trump announced a 25% tariff on all Malaysian products entering the US, effective August 1.
The letter, detailing to PM Anwar, sought to escalate the Malaysia-US trade relations, which Trump previously agreed to lower Malaysia’s tariffs down to a baseline of 10% while exempting semiconductors.
The reason for the “new” tariffs, according to Trump, is to “eliminate the Trade Deficit disparity” the US has with Malaysia.
In the same week, Bank Negara Malaysia (BNM) lowered the Overnight Policy Rate (OPR) by 25 bps to 2.75%, citing “continued expansion in global growth, supported by sustained consumer spending and to some extent, front-loading activities.”
In this episode, Investment Analyst Azharuddin breaks down what Trump’s tariffs really mean, why BNM’s rate cut matters, and the stocks he’s watching closely right now.
(01:38) What Are Tariffs? What Does Trump Aim To Do With Them?
(09:08) Tariff Impacts On Malaysia And The Stock Market
(17:14) What Stocks Are You Watching Now?
(28:50) Are Local Banks Still Good?
(42:14) Best Advice To A Beginner?
(54:32) How To Allocate Spare Cash?
(58:29) Final Thoughts
Join Azha’s event on 26 July – Stock Picking for DUMMIES: https://lu.ma/6l9725r2
Join Our WhatsApp Group: https://futuriztsmembership.wasap.my/
DISCLAIMER: The information contained in this episode is for informational and educational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The opinions shared are solely that of the publisher and speaker.