Budget 2026
Constrained Populism
Over the past two years, the government has managed to reign in overall fiscal spend.
Macro
Macro
US Tightens Semiconductor Chokehold
US revokes TSMC's China export waiver, escalating semiconductor controls as technology decoupling between superpowers accelerates.
Macro
Malaysia's Federal Debt Reaches RM1.3 Trillion: What Investors Need to Know
Malaysia's RM1.3 trillion federal debt approaches limits, requiring fiscal reforms to maintain investor confidence and ratings.
Macro
Lithium Spikes Due To Mine Closure In China
CATL mine closure sparks lithium rally, but oversupply fundamentals suggest stabilization over sustained recovery.