Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that for the moment, there is no requirement to change asset allocations yet despite the recent heighten geopolitical tensions in the Middle East. He however notes that Phase 1 of a trade deal between US-China is in the price but Phase 2 may be a long way off. So better value may be found in Europe and Japan for the moment

Joe Quinlan, Chief Market Strategist at US Trust-BOA Private Wealth Management tells us that for the moment, there is no requirement to change asset allocations yet despite the recent heighten geopolitical tensions in the Middle East. He however notes that Phase 1 of a trade deal between US-China is in the price but Phase 2 may be a long way off. So better value may be found in Europe and Japan for the moment

Sharper and stronger than a double espresso. The Morning Run stretches your mind and braces you for the business day. It's your fast track into work where you can hit the ground running. From 6am to 10am weekdays, the Morning Run brings you the biggest stories and must-listen-to interviews. Stay enlightened, make educated business and investment decisions.

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.

No Change to Allocations Yet

The global Sukuk market entered 2026 with strong momentum after a record year in 2025, when global issuance grew 25% year-on-year to surpass USD 300 billion for the first time. Then came the US-Iran war, triggering a 35% plunge in first-quarter global Sukuk volumes, effectively grounding the Gulf Cooperation Council (GCC) market to a halt in March.

Bashar Al Natoor, Global Head of Islamic Finance at Fitch Ratings, joins The Breakfast Grille to break down how the asset class is navigating this ultimate geopolitical stress test.

We dive into why global yields refuse to return to pre-war baselines, how Malaysia’s local, ringgit-denominated market acts as a shield against international volatility, and whether the future of Shariah-compliant capital will be powered by blockchain tokenisation.

The global Sukuk market entered 2026 with strong momentum after a record year in 2025, when global issuance grew 25% year-on-year to surpass USD 300 billion for the first time. Then came the US-Iran war, triggering a 35% plunge in first-quarter global Sukuk volumes, effectively grounding the Gulf Cooperation Council (GCC) market to a halt in March.Bashar Al Natoor, Global Head of Islamic Finance at Fitch Ratings, joins The Breakfast Grille to break down how the asset class is navigating this ultimate geopolitical stress test.We dive into why global yields refuse to return to pre-war baselines, how Malaysia’s local, ringgit-denominated market acts as a shield against international volatility, and whether the future of Shariah-compliant capital will be powered by blockchain tokenisation.

How the US-Iran War Shook the Global Sukuk Market

Malaysia's food delivery market has evolved beyond restaurant meals into a broader contest over groceries, convenience, and quick commerce. As rivals tap into larger ride hailing, e-commerce, and fintech ecosystems, foodpanda is pursuing a more focused strategy centred on operational efficiency and rapid delivery. With competition intensifying and its parent company undergoing global restructuring, can foodpanda build a sustainable and profitable business without the advantages of a super app?

Malaysia's food delivery market has evolved beyond restaurant meals into a broader contest over groceries, convenience, and quick commerce. As rivals tap into larger ride hailing, e-commerce, and fintech ecosystems, foodpanda is pursuing a more focused strategy centred on operational efficiency and rapid delivery. With competition intensifying and its parent company undergoing global restructuring, can foodpanda build a sustainable and profitable business without the advantages of a super app?

Can foodpanda Win Without a Super App?

For thirty years, Puspakom, a wholly-owned subsidiary of DRB-Hicom, has been the sole company appointed by the government to conduct mandatory inspections of commercial and private vehicles. This long-term monopoly officially ended in August 2024. How prepared is Puspakom to compete in an open market and can it overcome the legacy issues it has collected over the years?  We discuss Puspakom’s strategy and outllook with Mahmood Razak Bahman, the CEO of Puspakom.

For thirty years, Puspakom, a wholly-owned subsidiary of DRB-Hicom, has been the sole company appointed by the government to conduct mandatory inspections of commercial and private vehicles. This long-term monopoly officially ended in August 2024. How prepared is Puspakom to compete in an open market and can it overcome the legacy issues it has collected over the years? We discuss Puspakom’s strategy and outllook with Mahmood Razak Bahman, the CEO of Puspakom.

No Change to Allocations Yet

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