Last Wednesday, Bank Negara cut the overnight policy rate by 25bps to 2.75%. The last time the central bank changed their monetary policy was in 2023 when they raised the rate to 3%. What impact does this have on Malaysian Banks? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us his top buy ideas.



Image Credit: Shutterstock.com

Last Wednesday, Bank Negara cut the overnight policy rate by 25bps to 2.75%. The last time the central bank changed their monetary policy was in 2023 when they raised the rate to 3%. What impact does this have on Malaysian Banks? Nabil Thoo, Analyst, RHB Investment Bank tells us whilst giving us his top buy ideas.Image Credit: Shutterstock.com

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

OPR Cut Impacts Banking Sector

World markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehran and Oman to open up the Strait of Hormuz, provided some relief. Tim Mulholland, President of TJM Limited shares some insights into where to find investment opportunities.



Image Credit: Shutterstock. 

World markets were again buffeted by news that the United States and Israel plan to continue attacking Iran, while a possible arrangement between Tehran and Oman to open up the Strait of Hormuz, provided some relief. Tim Mulholland, President of TJM Limited shares some insights into where to find investment opportunities.Image Credit: Shutterstock.

Opportunities in Volatility

Malaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and energy stability. Against that backdrop, what is the outlook for the sector and are there any buy ideas still for investors? Adam Mohamed Rahim, Equity Research Analyst, RHB Research will be discussing this.

Malaysia's construction sector is bracing for moderate to significant disruptions as the US-Israel war against Iran threatens global supply chains and energy stability. Against that backdrop, what is the outlook for the sector and are there any buy ideas still for investors? Adam Mohamed Rahim, Equity Research Analyst, RHB Research will be discussing this.

Impact of Iran War on Malaysia's Construction Sector

Equity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see an end. Vishnu Varathan, Head of Macro Strategy, Asia ex-Japan at Mizuho Bank, also discusses the latest economic figures as well as where the ringgit is heading, after recently weakening against the USD.



Image Credit: Shutterstock.

Equity markets around the world have staged a strong rebound overnight, as crude oil prices decline on (tenuous) hopes that the US war on Iran may see an end. Vishnu Varathan, Head of Macro Strategy, Asia ex-Japan at Mizuho Bank, also discusses the latest economic figures as well as where the ringgit is heading, after recently weakening against the USD.Image Credit: Shutterstock.

OPR Cut Impacts Banking Sector

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