Malaysia Budget Sees Consumer Names Emerge Winners, Analysts Say

Malaysia Budget Sees Consumer Names Emerge Winners, Analysts Say Consumer stocks are among the biggest beneficiaries of Malaysia’s spending plan for 2027, boosted by higher allocations to improve households’ purchasing power, according to analysts. The property and tourism sectors are also marginal winners after Prime Minister Anwar Ibrahim on Friday announced stamp-duty exemptions and housing guarantees, as well as fresh funds for the extended Visit Malaysia campaign. Meanwhile, the construction sector may be dampened by a lack of new large infrastructure projects, while a minimum wage hike poses headwinds for labor-intensive industries such as plantations and glove-makers.