Malaysia has approved its first export of unprocessed rare earths under a new regulatory framework, signalling a shift in its approach to developing a strategically important industry. With growing interest from American investors and intensifying competition between the US and China for critical minerals, Malaysia faces a choice between exporting raw materials and building a higher-value domestic processing industry. We examine the opportunities for investment, technology transfer and skilled employment, the potential benefits of ASEAN cooperation, and whether Malaysia can develop its rare earth resources without compromising environmental safeguards.

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Malaysia has approved its first export of unprocessed rare earths under a new regulatory framework, signalling a shift in its approach to developing a strategically important industry. With growing interest from American investors and intensifying competition between the US and China for critical minerals, Malaysia faces a choice between exporting raw materials and building a higher-value domestic processing industry. We examine the opportunities for investment, technology transfer and skilled employment, the potential benefits of ASEAN cooperation, and whether Malaysia can develop its rare earth resources without compromising environmental safeguards.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

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

Malaysia’s Rare Earths: Beyond Raw Exports

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

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

Malaysia’s Rare Earths: Beyond Raw Exports

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