Morning Brief

With Budget 2027 set to be tabled this Friday, Malaysia's semiconductor industry is pushing for bold measures to keep multinational investors expanding and help local suppliers climb the tech ladder. Amid a global race for capital and specialised talent, the Malaysia Semiconductor Industry Association (MSIA) has laid out six core priorities. Dato' Seri Wong Siew Hai, President of MSIA, joins The M...

Brazil’s presidential election is heading to a second round after Flávio Bolsonaro finished ahead of incumbent Luiz Inácio Lula da Silva, highlighting the enduring strength of the conservative movement built by his father. The October 25 runoff could have consequences well beyond Brazil, shaping its relationships with the US and China, its role in BRICS, and its approach to trade and climate polic...

As financial crime becomes increasingly sophisticated across Southeast Asia, criminal networks are using legitimate businesses, property and financial channels to move illicit funds. Cliff Lim, Director of Risk & Compliance, Southeast Asia at Dow Jones, assesses Malaysia’s AML framework and what more can be done to tackle cross-border financial crime. Image Credit: Shutterstock See omnystudio....

Formula 1’s surprise return to Sepang over the weekend delivered high-octane excitement, but behind the spectacle lies a bigger economic question. With hosting fees pegged at over RM300 million, if Malaysia rejoins the F1 calendar, can the event consistently draw the high-spending international tourists Malaysia would need to make this worthwhile? Hannah Pearson, Founder of tourism consultancy Pea...

S&P Global Ratings has affirmed Malaysia’s A-minus sovereign credit rating with a stable outlook, supported by steady economic growth and gradual fiscal consolidation. But the assessment also highlights vulnerabilities, including rising private-sector external borrowing and the risk that elevated oil prices could increase the government’s subsidy burden. We speak to S&P Global Ratings abou...

With Budget 2027 set to be tabled this Friday, education is once again expected to be a major priority. Chan Soon Seng, CEO of Teach For Malaysia, talks about where education spending should be directed, strengthening teachers and school leadership, closing socioeconomic and geographical gaps, and ensuring funding translates into better outcomes. Brought to you by Mah Sing. Reinvent Spaces. Enhanc...

Global food prices have climbed to their highest level in nearly four years, with wheat, sugar, palm oil and other key commodities rising sharply amid weather disruptions and geopolitical tensions. Imran Yassin Yusof, Head of Research at MBSB Research, talks about what’s driving input costs which consumer stocks could emerge as winners or losers. Image Credit: Shutterstock See omnystudio.com/liste...

Malaysia allocated RM46.5 billion to the Health Ministry under Budget 2026, but calls are growing for Budget 2027 to tackle deeper structural pressures facing the healthcare system. From an ageing population and workforce shortages to primary care, long-term care and healthcare financing, the challenge is increasingly about how money is spent rather than simply how much. What should the government...

Companies can now apply to list on both Bursa Malaysia and the Hong Kong Stock Exchange with one application and one listing document. The new process puts into effect the dual-listing framework that the Securities Commission Malaysia and Hong Kong's SFC agreed in July. So does this make Bursa more attractive, or do the bigger problems of liquidity, valuations and analyst coverage remain? We speak...

China is stepping up efforts to revive its economy with lower interest rates, expanded lending and mortgage subsidies aimed at supporting homebuyers. But while manufacturing and exports are showing resilience, domestic demand, investment and the property sector remain weak, leaving the economy increasingly reliant on external demand. Can Beijing’s latest measures restore confidence at home, and wh...

Nuclear power often conjures images of Chernobyl, Fukushima, and atomic weapons, but as Malaysia’s energy demand surges, is it time to reconsider nuclear power? Datuk N.K. Tong, Nuclear Energy Advocate, joins The Morning Run to discuss why shifting public perception away from fear and toward facts is crucial for the nation's energy security. Datuk N.K. Tong breaks down why he thinks nuclear is one...

US-China trade tensions are redrawing Asia’s shipping map, with container lines shifting capacity towards intra-Asian routes and Southeast Asia handling a growing share of Chinese trade. Malaysia could benefit from rising cargo flows and manufacturing relocation, but tariff changes, vessel oversupply and disruption in the Strait of Hormuz are making the outlook increasingly unpredictable. Can Sout...

Cartels and bid-rigging happen behind closed doors, so the people most likely to catch them are insiders. Until now, though, they've had little to gain from speaking up and a job to lose. Amendments to Malaysia's competition laws are set to change that, with stronger protection and rewards for whistleblowers, and they're expected to be gazetted this year. We speak to Datuk Iskandar Ismail, CEO of...

ASEAN and Canada are pushing to conclude negotiations on a long-awaited free trade agreement by November, with a deal covering not only tariffs but investment, services, digital trade and regional supply chains. But several ASEAN economies, including Malaysia, already enjoy preferential access to Canada through the CPTPP. What additional opportunities could an ASEAN-wide agreement create, who stan...

How could a single weekend of Formula 1 racing deliver over RM1 billion to Malaysia’s economy? Hong Leong Investment Bank economist Felicia Ling breaks down the numbers. As Sepang steps in to host the rescheduled Bahrain Grand Prix during China’s lucrative Golden Week, Malaysia gets a rare, low-risk preview of F1’s revamped commercial power, without footing the usual USD 80 million price tag. Feli...

The Reserve Bank of Australia has raised interest rates to a 15-year high of 4.60%, its fourth increase this year, as inflation remains stubbornly elevated despite weakening household spending and housing activity. Higher fuel prices and strong construction demand are complicating the central bank’s efforts to bring prices under control, while markets anticipate further tightening. How much more p...

Asian equities are having a strong year, but the headline gains mask increasingly divergent performances across the region. Raj Singh, Portfolio Manager at Principal Asset Management, looks at what is driving the differences between China, Japan, South Korea, Taiwan and Southeast Asia, and where he sees investment opportunities amid the AI boom. Image Credit: Shutterstock See omnystudio.com/listen...

Malaysia’s proposed Freedom of Information Bill is under renewed scrutiny after civil society groups raised concerns over broad exemptions, existing secrecy laws and the effectiveness of its appeals process. A parliamentary townhall has now given stakeholders another opportunity to shape the legislation before it returns to Parliament. What needs to change for the Bill to deliver genuine access to...

The explosion of global e-commerce platforms has transformed Malaysian retail, offering consumers unprecedented choice, but also flooding the domestic market with cheap foreign direct sellers. As local SMEs struggle to keep up, Dr. Chin Chee Seong, National President of the SME Association of Malaysia, joins The Morning Run to assess the real impact on domestic businesses. Dr. Chin highlights whic...

China’s new 134-kilometre Pinglu Canal gives its southwestern provinces a much shorter route to the sea and potentially closer access to Southeast Asian markets. For ASEAN, the waterway could open new opportunities to reach consumers in China’s interior, but it could also deepen a trade imbalance that already heavily favours Beijing. What will determine who benefits from this new trade corridor, a...

US President Donald Trump and Chinese President Xi Jinping have met twice this year, with the latest talks producing agreements on trade, tariffs and AI. But major disagreements over technology, rare earths and Taiwan remain unresolved. Dr Benjamin Barton of the University of Nottingham Malaysia shares his insights into what the summit tells us about the direction of US-China relations. See omnyst...

Malaysia's proposed Freedom of Information Bill has come under scrutiny from civil society groups and Parliament's Special Select Committee is now gathering public feedback. Arief Hamizan, an independent researcher on governance and civic space in Southeast Asia, shares his views on the FOI Bill's scope, exemptions, secrecy provisions and appeals process, and what would make it a meaningful right...

As Malaysia approaches Budget 2027 tabling amid pre-election expectations, the government faces a delicate balancing act between expanding fiscal support and maintaining medium-term discipline. Dr Afzanizam Abdul Rashid, Chief Economist at Bank Muamalat, joins The Morning Run to evaluate the Madani government’s true fiscal room. Dr Afzanizam examines how the Public Finance and Fiscal Responsibilit...

Malaysia's redesigned MyKad hit an immediate snag: digital services including Touch 'n Go eWallet, three digital banks, and MyDigitalID all failed to recognise the new card during verification. Amin Ashaari, CEO and Co-Founder of SoyaCincau, joins The Morning Run to discuss the friction surrounding Malaysia’s updated national ID.  He breaks down what his team's testing uncovered, where accoun...

Malaysia has revamped its Corporate Renewable Energy Supply Scheme, or CRESS, the programme that lets businesses buy green electricity straight from renewable energy developers. The changes include lower grid usage fees, a new 10-year power purchase agreement, and a deadline for plants to start operating by end-2028. That could improve developers' margins and meet the green power demand coming fro...