総選挙で BN (与党連合)が勝利すれば リンギットは高値になると推測する記事が出ている。

国会解散前の90日間で リンギットの対米ドル為替は既に6%も上昇しているのだが、総選挙でナジブが勝利すれば 更に 最大 1.5%ほど 高くなると あるアナリストは予想している。

BN勝利の場合、政治／政策の継続性 を評価して リンギットが買われる という予想なのだ。

WHAT WILL THE ELECTION MEAN TO THE RINGGIT?

VICTORY for BN will be a net positive for Malaysian assets, says Jean-Charles Sambor, deputy head of emerging-market fixed income in London at BNP Paribas Asset Management, which oversees the equivalent of US$702 billion.

“We see Malaysia local currency bonds as still under-owned by foreigners,” he told Bloomberg. “The market wants to see political and policy continuities.”

A win by Najib will be taken as a sign of continuity and positive for markets in the short term, said Roberto D’Ambrosio, CEO at Alpari Research and Analysis (UK) in London.

The ringgit may strengthen as much as 1.5 per cent if Najib is re-elected, according to Malayan Banking Bhd analysts led by Saktiandi Supaat in Singapore.

Still, a lot of optimism may already have been priced in with the currency having risen around 6.0 per cent against the dollar in the 90 days before the dissolution of Parliament, the biggest gain for the period relative to previous elections since 1982, the analysts said, according to Bloomberg.

MM2Hとしては、日本円高 リンギット安 が望ましいのだが マレーシアでの選挙権がない以上、黙って総選挙結果を見守るしかないのだ。

5 things to know about Malaysia's election | New Straits Times | Malaysia General Business Sports and Lifestyle News

https://www.nst.com.my/opinion/columnists/2018/04/363199/5-things-know-about-malaysias-election

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