Sektor industri, pengguna terajui Bursa Malaysia

Bursa Malaysia is poised for a strong performance this week, with the banking, utilities, construction, and technology sectors anticipated to lead the charge. This optimism is fueled by favorable economic growth prospects, rising demand, and investment-related catalysts. Professor of Economics at Sunway University, Prof. Dr. Yeah Kim Leng, noted that industrial and consumer sectors are expected to benefit from improved expectations for Bursa Malaysia and the national economic outlook.

Kim Leng highlighted that increased demand will be a key factor supporting industrial stocks, while domestically oriented sectors, including hospitality and consumer goods, are expected to gain from recovering demand. He emphasized the close correlation between the stock market and the economy, stating that positive economic growth will be reflected in the market's performance. As an export-oriented economy, Malaysia's stock market will also receive support from improved growth and demand for its exports.

This situation could create more sustainable momentum for Bursa Malaysia, particularly if the country's economic growth continues on a positive trajectory. Kim Leng added that the recovery of the Malaysian stock market should also be viewed within the context of improving global equity markets, despite ongoing risks and market uncertainty. Increased interest in Malaysian equities could also prompt fund managers to allocate more to the local market, especially given the attractive return prospects.

Meanwhile, economic analyst from UniKL Business School, Prof. Madya Dr. Aimi Zulhazmi Abdul Rashid, indicated that while the FTSE KLCI remains influenced by global economic uncertainties, the local market possesses its own catalysts for the second half of 2026. The implementation of the 13th Malaysia Plan (RMK13) and themes surrounding data center and artificial intelligence (AI) investments are expected to be significant drivers. Zulhazmi projects the FBM KLCI to move towards the 1,690 to 1,760 point range. He also anticipates a moderate increase in foreign fund inflows, supported by relatively cheap market valuations, attractive dividend yields of around four to five percent, new growth narratives, and expectations of interest rate cuts by the U.S. Federal Reserve.