China’s CSI 300 has slipped into bear market territory, wiping out trillions of dollars in market value as mainland equities lag behind other major Asian markets. Marvin Chen, an equity analyst at Bloomberg Intelligence share his outlook on Chinese equities' valuations with corporate earnings under pressure and the country’s tech stocks losing ground as well as if valuations are now attractive enough to draw investors back.

Image Credit: Shutterstock

China’s CSI 300 has slipped into bear market territory, wiping out trillions of dollars in market value as mainland equities lag behind other major Asian markets. Marvin Chen, an equity analyst at Bloomberg Intelligence share his outlook on Chinese equities' valuations with corporate earnings under pressure and the country’s tech stocks losing ground as well as if valuations are now attractive enough to draw investors back.Image Credit: Shutterstock

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Morning Brief

China’s Stocks : Time to Buy the Dip?

Melaka's 28 state seats are up for grabs when polling day takes place Nov 14th. Its election is also shaping up to be an important test of Malaysia’s political alliances ahead of GE16, with Barisan Nasional, Pakatan Harapan and Perikatan Nasional negotiate seat allocations. Dr Oh Ei Sun, Principal Adviser at the Pacific Research Centre, shares his analysis on these developments.

Image Credit: Shutterstock

Melaka's 28 state seats are up for grabs when polling day takes place Nov 14th. Its election is also shaping up to be an important test of Malaysia’s political alliances ahead of GE16, with Barisan Nasional, Pakatan Harapan and Perikatan Nasional negotiate seat allocations. Dr Oh Ei Sun, Principal Adviser at the Pacific Research Centre, shares his analysis on these developments.Image Credit: Shutterstock

Melaka Election : A Changing Political Alliances

Luiz Inácio Lula da Silva has secured a historic fourth term as Brazil's president, narrowly defeating Flávio Bolsonaro in a closely contested runoff. But with Bolsonaro challenging the result and conservative parties strengthening their position in Congress, Lula faces a difficult political landscape. We examine what the election reveals about Brazil's deep divisions, whether Lula can deliver on his economic and social promises amid mounting public debt, and how his victory could reshape relations with the United States. With no clear successor emerging, questions also remain about the future of Lula's Workers' Party and the enduring influence of the Bolsonaro movement.



The Morning Brief is brought to you by CIMB Private Wealth. Move your wealth forward with personalised wealth advisory and priority access to investment opportunities.

Image Credit: Shutterstock

Luiz Inácio Lula da Silva has secured a historic fourth term as Brazil's president, narrowly defeating Flávio Bolsonaro in a closely contested runoff. But with Bolsonaro challenging the result and conservative parties strengthening their position in Congress, Lula faces a difficult political landscape. We examine what the election reveals about Brazil's deep divisions, whether Lula can deliver on his economic and social promises amid mounting public debt, and how his victory could reshape relations with the United States. With no clear successor emerging, questions also remain about the future of Lula's Workers' Party and the enduring influence of the Bolsonaro movement.The Morning Brief is brought to you by CIMB Private Wealth. Move your wealth forward with personalised wealth advisory and priority access to investment opportunities.Image Credit: Shutterstock

Lula’s Fourth Term: A Divided Brazil

Sarawak's Legislative Assembly dissolves today, and with GPS holding 76 of 82 seats and a fresh RM14.8 billion election budget passed, the outcome is hardly in doubt. The real question is the margin of victory, whether controversies over a suspended DAP assemblyman and a VIP jet lease will dent the ruling coalition, and what a landslide means for the federal government ahead of GE16.

Dr. James Chin, Professor of Asian Studies at the University of Tasmania, joins The Morning Run to unpack why the opposition's chances depend on avoiding split votes, and identifies the one urban seat genuinely up for grabs. He breaks down Premier Tan Sri Abang Johari Tun Openg’s quiet KPI, what a strengthened Sarawak bloc could extract on MA63, and whether GPS would ultimately prefer dealing with a Dato' Seri Anwar Ibrahim-led government or an UMNO–PAS alliance under Dato' Seri Dr. Ahmad Zahid Hamidi.

Image Credit: Shutterstock

Sarawak's Legislative Assembly dissolves today, and with GPS holding 76 of 82 seats and a fresh RM14.8 billion election budget passed, the outcome is hardly in doubt. The real question is the margin of victory, whether controversies over a suspended DAP assemblyman and a VIP jet lease will dent the ruling coalition, and what a landslide means for the federal government ahead of GE16.Dr. James Chin, Professor of Asian Studies at the University of Tasmania, joins The Morning Run to unpack why the opposition's chances depend on avoiding split votes, and identifies the one urban seat genuinely up for grabs. He breaks down Premier Tan Sri Abang Johari Tun Openg’s quiet KPI, what a strengthened Sarawak bloc could extract on MA63, and whether GPS would ultimately prefer dealing with a Dato' Seri Anwar Ibrahim-led government or an UMNO–PAS alliance under Dato' Seri Dr. Ahmad Zahid Hamidi.Image Credit: Shutterstock

China’s Stocks : Time to Buy the Dip?

In 1 playlist(s)

Morning Brief

Social links

Follow podcast

Recent clips