tag:blogger.com,1999:blog-6297413898275266606.post1478608216510323169..comments2024-03-27T18:15:59.096+08:00Comments on Economics Malaysia: April 2012 Industrial Productionhishamhhttp://www.blogger.com/profile/06265308095732759923noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6297413898275266606.post-6910098769840326142012-06-13T10:44:06.236+08:002012-06-13T10:44:06.236+08:00Nah, didn't do that. If you look at the preamb...Nah, didn't do that. If you look at the preamble to the chart, I specifically put in "data up to March".<br /><br />And yeah, the demarcation is probably problematical.hishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-861880956736320142012-06-13T09:47:25.255+08:002012-06-13T09:47:25.255+08:00The BNM MSB lags by 2 or 3 weeks.
Does that mean ...The BNM MSB lags by 2 or 3 weeks.<br /><br />Does that mean you manually filled in the necessary components into MSB version of the IPI to get?<br /><br />I've looked into the MSB IPI and the differentiation between exports and imports isn't so clean. For instance, electronics is classed as export-oriented but I don't know how much is exported for instance. Would this be a problem?Hafiz Noor Shamshttp://maddruid.comnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-52164140171946572592012-06-12T11:58:26.911+08:002012-06-12T11:58:26.911+08:00Hafiz, DOS doesn't appear to have them, but BN...Hafiz, DOS doesn't appear to have them, but BNM does include them in the MSB.hishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-47755076373926247562012-06-12T11:43:56.188+08:002012-06-12T11:43:56.188+08:00How did you get the export/import oriented product...How did you get the export/import oriented production?Hafiz Noor Shamshttp://maddruid.comnoreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-77359885569505410152012-06-12T08:22:49.440+08:002012-06-12T08:22:49.440+08:00It's not just MRT, it's the LRT extension,...It's not just MRT, it's the LRT extension, Warisan, KLFID, and Iskandar, not to mention all the housing projects kicking off. First thing I'd look for is an acceleration in the building materials cost index and the PPI - those huge margins are likely to disappear pretty fast. Whether that will turn up in consumer inflation, I don't know, though I suspect it will.<br /><br />As farhishamhhttps://www.blogger.com/profile/06265308095732759923noreply@blogger.comtag:blogger.com,1999:blog-6297413898275266606.post-55512442618914925522012-06-11T23:21:47.465+08:002012-06-11T23:21:47.465+08:00MRT will kick in soon...wats the impact?The projec...MRT will kick in soon...wats the impact?The project uses lots of steel bars,cement,sand n aggregates...possibly 30% of cost.Only problem is project too over inflated with huge margins thus actual cost is only 70% of awards For undergrnd only 50%.Still its RM11 bil of works in 4 years n RM3.5 bil demand for basic material.Is it big enuff to offset exports downturn?Anonymousnoreply@blogger.com