Commerzbank analysts Charlie Lay and Moses Lim note that Malaysia’s January exports surged 19.6% year‑on‑year, led by electronics and optical equipment, with authorities expecting more moderate but positive growth in 2026.
💡 DMK Insight
Malaysia’s January export jump of 19.6% is a big deal for traders focused on emerging markets. This surge, primarily driven by electronics and optical equipment, signals strong demand and could influence the Malaysian Ringgit’s performance against major currencies. If this trend continues, it might attract foreign investment, bolstering the local economy. Traders should keep an eye on the Ringgit’s movements, especially if it breaks key resistance levels, as positive export data often correlates with currency strength. However, the forecast of more moderate growth in 2026 suggests potential volatility ahead, so managing risk is crucial. Watch for any shifts in global demand for electronics, as that could ripple through not just the Ringgit but also related markets like commodities and tech stocks. Keep an eye on the upcoming trade balance reports and any comments from the Bank Negara Malaysia, as these could provide further insights into the sustainability of this export growth.
📮 Takeaway
Monitor the Malaysian Ringgit for potential strength as export growth continues, especially if it breaks key resistance levels in the coming weeks.






