PETALING JAYA: The impact of US sectoral tariffs on market sentiment could be limited, as much of it has been priced in while the prospects of further easing of interest rates globally and liquidity from local institutions are tailwinds for Bursa Malaysia in the fourth quarter (4Q25).
Analysts added that despite the US government going into shutdown yesterday, policy uncertainty from the White House has eased and corporates are starting to spend as a result, which has improved the macro outlook for investors.
