Strategy Visit Malaysia plays The government is targeting 47million visitors in 2026. | Thematic | Tourism | Aviation | Transport
Strategy Politics, policy, profits - v1 Bersatu's departure from PN is kicking off a period of increased political uncertainty ahead of GE16 in late-2027. | Macro | Policy
FRONTKEN 3Q25: M&A's in focus Management provided more clarity on potential M&A opportunities, with 3 deals being explored. | Strategy | Mergers & Acquisitions | Buy | Semiconductors | Sectors & Industries
Budget 2026 Constrained Populism Considering fiscal limitations, we are overall positive on Budget 2026, even if market impact might be low. | Strategy | Malaysia | Macro | Macro & Strategy