RHB and CIMB registered strong earnings, but lowered their loan growth targets for 2016. Listen to Tushar Mohata of Nomura dissect the larger implications for the economy, and the outlook ahead for the banking sector.

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Tags:  Maybank,  Public Bank,  BNM,  Interest rates,  Ringgit,  SME,  OPR,  RHB,  Margins