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.

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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.

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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.

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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 Polls: GPS Dominance, MA63 & The Road to GE16

This year's haze is worse than usual, and pressure is hitting palm oil and forestry producers from three directions at once. Khor Yu Leng, Director and Senior Economist at Segi Enam Advisors, joins The Morning Run to unpack those forces.

She discusses why satellite hotspots show where a fire started but not who lit it, breaks down the severe drought driving the blazes, explains why palm oil yields could drop months down the line, and questions whether Singapore's legal notices can move the needle without cooperation from Jakarta.

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This year's haze is worse than usual, and pressure is hitting palm oil and forestry producers from three directions at once. Khor Yu Leng, Director and Senior Economist at Segi Enam Advisors, joins The Morning Run to unpack those forces.She discusses why satellite hotspots show where a fire started but not who lit it, breaks down the severe drought driving the blazes, explains why palm oil yields could drop months down the line, and questions whether Singapore's legal notices can move the needle without cooperation from Jakarta.Image Credit: Shutterstock

Haze & Accountability: Who Really Lit the Fires?

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.

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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

Malaysia’s Rare Earths: Beyond Raw Exports

Malaysia hosts around 130,000 registered Rohingya refugees, and unofficial estimates put the number above 200,000. Indonesia hosts fewer than 2,600, and Thailand fewer than 500. With other countries falling short on their promises to resettle refugees, Malaysia has been left to carry much of the load. We speak to Muar MP Syed Saddiq Syed Abdul Rahman about how Malaysia can get more international support, and how to balance security and humanity at home.

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.

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Malaysia hosts around 130,000 registered Rohingya refugees, and unofficial estimates put the number above 200,000. Indonesia hosts fewer than 2,600, and Thailand fewer than 500. With other countries falling short on their promises to resettle refugees, Malaysia has been left to carry much of the load. We speak to Muar MP Syed Saddiq Syed Abdul Rahman about how Malaysia can get more international support, and how to balance security and humanity at home.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

The Rohingya Crisis Malaysia Can’t Solve Alone

Malaysian REITs are usually bought for steady income, but this year the sector has lagged the broader market by a wide margin. Rising bond yields and the end of the withholding tax break for retail investors have made REIT payouts look less attractive, and Budget 2027 didn’t bring that break back. So where does the sector go from here, and which corners still look promising? We speak to Aidil Puzi, Equity Research Analyst at RHB Investment Bank.

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Malaysian REITs are usually bought for steady income, but this year the sector has lagged the broader market by a wide margin. Rising bond yields and the end of the withholding tax break for retail investors have made REIT payouts look less attractive, and Budget 2027 didn’t bring that break back. So where does the sector go from here, and which corners still look promising? We speak to Aidil Puzi, Equity Research Analyst at RHB Investment Bank.Image Credit: Shutterstock

Are Malaysian REITs Still Worth Holding?

Zetrix AI Founder Wong Thean Soon’s stake collapse below 2% has breached a covenant on its RM2 billion Sukuk. So what happens next?

Emmanuel Samarathisa, founder of The Malaysianist, joins The Morning Run to trace the four-step downfall of Zetrix, from market rumours that wiped out billions in capitalisation to systemic margin calls.

He highlights three critical areas demanding greater scrutiny, and addresses a critical question: who, if anyone, ultimately takes control of a listed concession holder with no controlling owner left?

Image Credit: Shutterstock

Zetrix AI Founder Wong Thean Soon’s stake collapse below 2% has breached a covenant on its RM2 billion Sukuk. So what happens next?Emmanuel Samarathisa, founder of The Malaysianist, joins The Morning Run to trace the four-step downfall of Zetrix, from market rumours that wiped out billions in capitalisation to systemic margin calls.He highlights three critical areas demanding greater scrutiny, and addresses a critical question: who, if anyone, ultimately takes control of a listed concession holder with no controlling owner left?Image Credit: Shutterstock

Inside Zetrix's Stock Collapse & RM2B Sukuk Risk

Israel heads to the polls on October 27 in an election that could determine Benjamin Netanyahu's political future and the influence of the country's far-right parties. With neither major political bloc assured of a governing majority, Arab-led parties could play a decisive role in forming the next government. We examine growing political mobilisation among Palestinian citizens of Israel, the potential concessions needed to secure their support, and whether a change in leadership would bring meaningful differences in policy towards Gaza, Palestinian statehood and the rights of Palestinians living in Israel.

Image Credit: Shutterstock

Israel heads to the polls on October 27 in an election that could determine Benjamin Netanyahu's political future and the influence of the country's far-right parties. With neither major political bloc assured of a governing majority, Arab-led parties could play a decisive role in forming the next government. We examine growing political mobilisation among Palestinian citizens of Israel, the potential concessions needed to secure their support, and whether a change in leadership would bring meaningful differences in policy towards Gaza, Palestinian statehood and the rights of Palestinians living in Israel.Image Credit: Shutterstock

Israel’s Election: Can Palestinians Shape the Outcome?

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

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