-- マレーシア経済は、中東戦争の影響が石油・エネルギー産業に波及し始めたことで、第1四半期に減速した。 統計局が金曜日に発表したプレスリリースによると、1月から3月までの国内総生産(GDP)は前年同期比5.3%増となり、前期の6.3%増を下回った。 この公式GDP成長率は、ブルームバーグが調査したアナリスト予想の5.5%を下回った。 マレーシアのモハマド・ウジル・マヒディン統計局長は、「2026年第1四半期のマレーシア経済は、地政学的緊張の高まりに伴う原油価格の高騰など、世界的な不確実性の高まりにもかかわらず、依然として根本的な回復力を持っていることを示している」と述べた。 セクター別に見ると、鉱業・採石業は原油・ガス産業の生産量減少により1.1%縮小した。イランが、米国とイスラエルによるテヘランへのミサイル攻撃を受け、重要な国際石油輸送路であるホルムズ海峡を封鎖したことで、世界の石油供給は大きな影響を受けている。 イラン政府は、紛争による燃料供給制約に対応するため、バイオディーゼル燃料の義務化率(B10)を10%から15%に引き上げ、バイオディーゼル燃料の混合比率を高めることを表明した。経済相のアクマル・ナシル氏が火曜日にこの声明を発表したと、ビジネス・タイムズ紙が報じた。 その他のセクターは緩やかに拡大した。サービス部門は5.4%増と、2025年第4四半期の6.3%増を下回った。製造業は5.8%増と、前四半期の6.1%増を下回った。農業と建設業はそれぞれ2.8%増と7.8%増と、前四半期の5.4%増と11%増を下回ったと、経済統計局(DOSM)は発表した。 INGのアジア太平洋地域調査責任者であるディパリ・バルガヴァ氏は、マレーシアは国内需要が堅調に推移し、労働市場の逼迫にも支えられているため、紛争を乗り切るのに有利な立場にあるアジアの先進国の一つだと述べた。 マレーシアの3月のインフレ率は、運輸部門の価格上昇により1.7%上昇した。
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