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Malaysian Portfolios with US-China Trade Exposure
US Exposure - Malaysian companies in sectors like gloves and technology generate significant revenue from the US, making them sensitive to trade policy and demand
Malaysian Banks May Hold Up Well Despite Tariff Tensions
Malaysian banks proved their stability during Covid-19 — current tariff risks appear more manageable by comparison. Banks are well-buffered, with RM4.8 billion in management overlays
Malaysia’s Trade Outlook in the Wake of US Reciprocal Tariffs
Tariff Impact on Malaysia: While the 24% US tariff on Malaysian goods is lower than that of many ASEAN nations, caution is needed due to
AI Infrastructure Stocks to Watch: Insights from NVIDIA’s 2025 GTC Conference
AI Infrastructure Investment: Dell, HPE, Cisco, NetApp, and Pure Storage are collaborating with NVIDIA to build essential AI infrastructure, focusing on servers, storage, and security.
Top Picks of Malaysia Agribusiness Stocks Amid Tight Palm Oil Supply
Malaysia's palm oil stock has been declining for five months, reaching 1.51 million tonnes in February 2025. The palm oil supply is expected to remain
US Defensive ETFs to Consider in 2025
Defensive ETFs offer stability and risk mitigation in volatile markets, with sectors like utilities, consumer staples, and healthcare standing out. The total returns of some
Retailer MR D.I.Y. on Assembly for Growth
Earnings Growth Potential: MR D.I.Y. is poised to benefit from catalysts like private consumption growth and ongoing store expansions. Expansion Focus: The company is targeting
Singapore’s Tourism Boom Could Attract Investors to Hospitality REITs
Singapore expects visitor arrivals in 2025 to reach 89-97% of pre-Covid 2019 levels, driven by new attractions and major events. Hotel industry revenue per available
New Assets to Sustain Sunway REIT’s FY2025 Earnings Momentum
Strong FY2024 Performance: Sunway REIT reported a core net profit of RM351 million for FY2024, a 12% increase year-on-year, driven by contributions from newly acquired
US Tariff Changes Testing PDD Holdings’ Resilience
Immediate Stock Pressure: PDD Holdings' stock is expected to face short-term pressure as US sales amount on its Temu platform may decrease. Strategic Adjustments: The
Why Investors in the Malaysian Market Should Stay Optimistic Despite Recent Setbacks
Progressive government policies, rising domestic demand, and double-digit earnings growth are expected to drive Malaysia market expansion in 2025. The KLCI could reach a value
Food Empire Sets Eyes on Vietnam Growth
Growth in Southeast Asia: Food Empire is pivoting its business to Southeast Asia, with Vietnam identified as a key market after showing the highest growth in