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Apex Securities has upgraded its 2026 export growth forecast for Malaysia to 26.2 per cent from 16.3 per cent, buoyed by robust first-half performance in electronics and anticipated commodity strength.
New US tariff measures are expected to have limited immediate impact on ASEAN exports thanks to broad product exemptions and lower-than-feared effective rates, though ongoing trade investigations pose longer-term challenges for the region.
Malaysia's major investment banks have significantly upgraded their 2026 export forecasts, with RHB projecting growth of 21.7% buoyed by robust semiconductor demand and artificial intelligence investments.