Budget 2026 is slated to be tabled on 10 October. With the Madani government  pursuing economic reforms whilst keep an eye on fiscal consolidation, which listed companies stand to benefit. Alexander Chia, Regional Head of Research, RHB Investment Bank tells us his perspective.


Image Credit: Shutterstock.com

Budget 2026 is slated to be tabled on 10 October. With the Madani government&nbsp; pursuing economic reforms whilst keep an eye on fiscal consolidation, which listed companies stand to benefit. Alexander Chia, Regional Head of Research, RHB Investment Bank tells us his perspective. 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

The Budget 2026 Winners

With China recording a massive 22% export, we speak to Carlos Casanova of UBP to unpack the latest global economic developments.


He weighs in on the structural shifts behind Beijing's 4.5% to 5% GDP target, the front-loading of semiconductor and tech exports ahead of potential US tariffs, and the looming threat of global stagflation if disruptions in the Strait of Hormuz push oil prices to $120 a barrel.

With China recording a massive 22% export, we speak to Carlos Casanova of UBP to unpack the latest global economic developments. He weighs in on the structural shifts behind Beijing's 4.5% to 5% GDP target, the front-loading of semiconductor and tech exports ahead of potential US tariffs, and the looming threat of global stagflation if disruptions in the Strait of Hormuz push oil prices to $120 a barrel.

$120 Oil? China's Export Surge & The Stagflation Threat

Equities and commodities appear to have recovered from the previous days' rout as US President Donald Trump indicated that there might be an end to the American and Israeli military campaign against Iran. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares insights into the latest movements in the markets.



Image Credit: Shutterstock. 

Equities and commodities appear to have recovered from the previous days' rout as US President Donald Trump indicated that there might be an end to the American and Israeli military campaign against Iran. Joe Quinlan, Chief Market Strategist, US Trust-BOA Private Wealth Management, shares insights into the latest movements in the markets.Image Credit: Shutterstock.

Long-Term Markets' Recovery Still Intact?

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.

The Budget 2026 Winners

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