Strategy
Another 20 stocks won't fix the KLCI
FTSE Russell is proposing to enlarge the FBM KLCI to 50 stocks from the current 30.
Strategy
Strategy
A two-week ceasefire
Malaysia Strategy Disclaimer: By using this information, you acknowledge that you are solely responsible for evaluating the merits and risks of any investment decision and agree not to hold NewParadigm Research liable for any damages arising from such decisions. Key Takeaways * US and Iran have declared a 2-week ceasefire and
Strategy
Long-term downside risks emerging
MISC has 4 LNGCs chartered to QatarEnergy.
Strategy
Two ideas if the war goes long
Markets have begun to price in a protracted war.
Strategy
War in the Middle East
Shipping through the Strait of Hormuz has been frozen due to the war.
Strategy
Politics, policy, profits - v2
The Sarawak Government's petition to the Federal Court marks a material escalation in the ongoing State-Federal dispute.
Strategy
Visit Malaysia plays
The government is targeting 47million visitors in 2026.
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.
FRONTKEN
3Q25: M&A's in focus
Management provided more clarity on potential M&A opportunities, with 3 deals being explored.
Budget 2026
Constrained Populism
Considering fiscal limitations, we are overall positive on Budget 2026, even if market impact might be low.