Toh Woo Kim, Senior Analyst at Hong Leong Investment Bank Research, says the rally in local tech stocks is being driven by positive sentiment and growth in the data centre and AI sectors. He also highlights how Budget 2026 could benefit the industry, while noting several concerns investors should keep in mind.


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Image Credit: Shutterstock.com

Toh Woo Kim, Senior Analyst at Hong Leong Investment Bank Research, says the rally in local tech stocks is being driven by positive sentiment and growth in the data centre and AI sectors. He also highlights how Budget 2026 could benefit the industry, while noting several concerns investors should keep in mind. Brought to you by Mah Sing. Reinvent Spaces. Enhance Life Image Credit: <a target="_blank" rel="noopener noreferrer nofollow" href="http://Shutterstock.com">Shutterstock.com</a>

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Budget 2026: A Boost for Tech Sector

The prospects of a prolonged war in Iran has sent oil prices spiralling as markets grapple with disrupted supply chains. How will this affect broader equity markets? We discuss the trends with Kingsley Jones, Chief Investment Officer at Jevons Global.



Image Credit: Shutterstock.

The prospects of a prolonged war in Iran has sent oil prices spiralling as markets grapple with disrupted supply chains. How will this affect broader equity markets? We discuss the trends with Kingsley Jones, Chief Investment Officer at Jevons Global.Image Credit: Shutterstock.

Oil Breaches $100 As Middle East War Intensifies

Tim Mulholland, President, TJM Limited, Chicago talks about market trends, whether oil prices will remain higher for longer, expectations for the Fed Fund rate and more.

Image Credit: Shutterstock

Tim Mulholland, President, TJM Limited, Chicago talks about market trends, whether oil prices will remain higher for longer, expectations for the Fed Fund rate and more. Image Credit: Shutterstock

Wild Swings In Market Amidst Middle East Conflict

The US-Israeli aggression against Iran continues to provide uncertainty to global markets, from equities to currencies to commodities. Vishnu Varathan, Head of Economics & Strategy at Mizuho Bank shares his views on the repercussions so far and what we can expect in the days and weeks to come.



Image Credit: Shutterstock

The US-Israeli aggression against Iran continues to provide uncertainty to global markets, from equities to currencies to commodities. Vishnu Varathan, Head of Economics &amp; Strategy at Mizuho Bank shares his views on the repercussions so far and what we can expect in the days and weeks to come.Image Credit: Shutterstock

Budget 2026: A Boost for Tech Sector

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