China’s Stocks : Time to Buy the Dip?

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…

Melaka Election : A Changing Political Alliances

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 …

Lula’s Fourth Term: A Divided Brazil

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 landsc…

Sarawak Polls: GPS Dominance, MA63 & The Road to GE16

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…

Haze & Accountability: Who Really Lit the Fires?

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 start…

Malaysia’s Rare Earths: Beyond Raw Exports

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 m…

The Rohingya Crisis Malaysia Can’t Solve Alone

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 lo…

Are Malaysian REITs Still Worth Holding?

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. …

Inside Zetrix's Stock Collapse & RM2B Sukuk Risk

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 cap…

Israel’s Election: Can Palestinians Shape the Outcome?

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 …