Southeast Asia’s real estate markets have long been seen as a growth story. But in a world of higher interest rates, shifting supply chains, and rising geopolitical tensions, that narrative is being tested. Michael Glancy, Managing Director for Southeast Asia at the international real estate advisory JLL, shares his insights.

Southeast Asia’s real estate markets have long been seen as a growth story. But in a world of higher interest rates, shifting supply chains, and rising geopolitical tensions, that narrative is being tested. Michael Glancy, Managing Director for Southeast Asia at the international real estate advisory JLL, shares his insights.

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The Breakfast Grille

Featuring the cream-of-the-crop as well as the controversial, the Breakfast Grille is the flagship show of BFM. Expect no-holds-barred interviews to get to the truth and into the minds of business leaders, policymakers and changemakers.

JLL : Rethinking Southeast Asia Real Estate

It has been two months since the start of the Iran War and the closure of the Strait of Hormuz, a vital artery carrying 20% of the world’s oil and 40% of Malaysia’s crude imports. Despite early optimistic projections of a four-week resolution, the deadlock has entered its ninth week, with global supply losses reaching 1 billion barrels.

So, is this still just a "temporary shock"?

Brian Coulton, Chief Economist at Fitch Ratings, joins The Breakfast Grille to audit the growing stagflation threat, a toxic mix of rising prices and falling output. We explore why Asia is uniquely exposed as a net oil importer, why equity markets are dangerously disconnected from energy realities, and why the "fragile" global job market is the real trigger for a 2026 recession.

Image Credit: Shutterstock

It has been two months since the start of the Iran War and the closure of the Strait of Hormuz, a vital artery carrying 20% of the world’s oil and 40% of Malaysia’s crude imports. Despite early optimistic projections of a four-week resolution, the deadlock has entered its ninth week, with global supply losses reaching 1 billion barrels.So, is this still just a "temporary shock"?Brian Coulton, Chief Economist at Fitch Ratings, joins The Breakfast Grille to audit the growing stagflation threat, a toxic mix of rising prices and falling output. We explore why Asia is uniquely exposed as a net oil importer, why equity markets are dangerously disconnected from energy realities, and why the "fragile" global job market is the real trigger for a 2026 recession. Image Credit: Shutterstock

1 Billion Barrels Lost: Fitch Ratings on Stagflation Risks

Islamic banking now makes up nearly half of Malaysia’s financial system but as it matures, questions around differentiation, sustainability, and global competitiveness are coming into sharper focus. Rafe Haneef, president of the Association of Islamic Banking and Financial Institutions Malaysia (AIBIM) talks about challenges going forward maintaining Malaysia's lead in this space.

Islamic banking now makes up nearly half of Malaysia’s financial system but as it matures, questions around differentiation, sustainability, and global competitiveness are coming into sharper focus. Rafe Haneef, president of the Association of Islamic Banking and Financial Institutions Malaysia (AIBIM) talks about challenges going forward maintaining Malaysia's lead in this space.

AIBIM : What's Next For Islamic Banking?

Systech Bhd has undergone a major shift following its acquisition of Wilstech Sdn Bhd, driving strong revenue growth and a new push into AI and GPU-as-a-Service, and with a new man at the helm. That person is Dr Wilson Low, the founder of Wilstech and now the MD for Systech. He discusses his ambitions and plans to turn Systech into a profitable business again.

Systech Bhd has undergone a major shift following its acquisition of Wilstech Sdn Bhd, driving strong revenue growth and a new push into AI and GPU-as-a-Service, and with a new man at the helm. That person is Dr Wilson Low, the founder of Wilstech and now the MD for Systech. He discusses his ambitions and plans to turn Systech into a profitable business again.

JLL : Rethinking Southeast Asia Real Estate

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