Wednesday, 8 July 2015

Malaysian banks enjoy lowest bad loans in years

Malaysian banks have the lowest bad loans in at least 17 years. They shouldn’t get used to it. While the lenders’ non-performing ratios are at the lowest levels in data going back to 1998, they’ve begun ticking up and Standard & Poor’s reckons they will keep doing so.

“Loan quality is possibly at a cyclical peak,” said Ivan Tan, an S&P credit analyst in Singapore. “The non performing loan ratio is probably as good as it can get.”

Borrowers have binged on a record RM1.37 trillion (US$360bil) of loans, encouraged by a jobless rate which was close to a 1990s low last year. But that’s since risen as Asia’s only major oil exporter grapples with a crude price rout, the prospect of higher US interest rates and troubles at a debt-laden state investment fund.

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