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Morning Brief

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Najib’s Prison From Home: How It Happened

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Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

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  • Najib’s Prison From Home: How It Happened · 11 Min.Dato Seri Najib Razak is now serving the rest of his SRC sentence at home, after a RM50 million fine was paid and the High Court issued a fresh order. But is the matter settled…
  • Can Melaka Hit Its RM30 Billion Investment Target · 10 Min.Manufacturing contributed 35.4% of Melaka's RM50.3 billion GDP in 2025, and with the state election days away, attention turns to a RM30 billion investment target over five…
  • Singapore Banks Eye Stronger Growth Into 2027 · 10 Min.Singapore's three major banks reported lower total income in the third quarter, as weaker non-interest income outweighed growth in net interest income and fee revenue. The…
  • DAP on Anthony Loke's Resignation: What Does It Achieve? · 10 Min.A court decision allowing Datuk Seri Najib Razak to serve the rest of his sentence under house arrest has left DAP in an awkward position, as it governs alongside Umno while…
  • Prabowo vs Jokowi: A Widening Political Divide · 11 Min.Indonesia's Vice President Gibran Rakabuming Raka has reportedly tendered his resignation to President Prabowo Subianto, following court rulings questioning his educational…
  • Can Malaysia Balance Data Centres and Communities · 9 Min.Malaysia has approved 117 data centre projects, with 55 operational and the rest in planning or under construction. But rapid expansion has raised local concerns over grid loads…
  • A Prison in Kenny Hills? · 11 Min.Former Prime Minister Najib Razak is now serving the rest of his SRC International sentence at home, until 23 August 2028, after the High Court corrected an earlier discharge…
  • Melaka Polls: Can Amanah Win Seven Seats? · 7 Min.Amanah is contesting seven seats in the Malacca state election, with party president Datuk Sri Muhammad Sabu expressing confidence of winning all of them, despite the party…
  • Could Malaysia Withstand a Major Cyberattack? · 11 Min.France has accused Iranian state-linked hackers of targeting refrigeration systems at more than 700 retail sites, causing damage and even fires, a sign that cyber attacks now…
  • New Zealand Election: A Majority on the Line · 9 Min.New Zealand's election has left a 131-seat parliament, 11 more than intended, with preliminary results giving Christopher Luxon's National-led coalition 67 seats, just one above…
  • How Vulnerable Is Bursa to a Global AI Capex Slowdown? · 10 Min.A volatile week on Wall Street and mounting political scrutiny over Big Tech’s AI spending triggered sharp sell-offs across North Asian semiconductor giants, spilling over to…
  • Post-Midterms : The Future of Trumpism and the GOP · 9 Min.Republicans have lost Congress, and now they are arguing over why. Party leaders point to the war in Iran. Voters, in one poll, put affordability first: 49 per cent cited it as a…
  • Indonesia's Wiretapping Scandal Shakes Prabowo's Government · 12 Min.Indonesia is facing mounting political tensions following allegations that senior police officials were involved in illegally wiretapping President Prabowo Subianto and other…
  • Bank Negara Holds at 2.75%: What Comes Next in 2027? · 8 Min.Bank Negara Malaysia kept the Overnight Policy Rate at 2.75 per cent at its last policy meeting of the year, as most economists had expected. But interbank rates have risen about…
  • Farhash vs Bloomberg: The Fight to Halt an Unprinted Story · 12 Min.Can the court block a story that’s not been published? Emmanuel Samarathisa, founder of The Malaysianist, joins The Morning Run to to unpack the legal fight between corporate…
  • New Zealand Votes: A Government in the Balance · 10 Min.New Zealand heads to the polls with National and Labour closely matched, raising the prospect of another election decided by smaller parties and coalition negotiations. Prime…
  • ASEAN Rates, Inflation and the AI Boom's Uneven Gains · 12 Min.Inflation across Southeast Asia is charting an increasingly divergent course, with headline figures ranging from a moderate 1.8% in Malaysia up to a sharper 7.8% in the…
  • Central Banks Are Buying the Gold Dip · 7 Min.Gold has shed about a quarter of its value since the US-Iran war began in February, but central banks are buying at their fastest pace in almost two years, with third-quarter…
  • Is Trump Now A Lame Duck President? · 15 Min.Democrats have just taken both chambers of Congress, and the damage reaches deep into territory Republicans thought was safe. Texas now has its first Democratic governor in more…
  • Bersama Fights in Melaka: Is Winning Realistic? · 13 Min.Contesting 16 out of 28 state seats in the Melaka polls, Parti Bersama Malaysia enters the race as the third-largest contender behind Barisan Nasional and Pakatan Harapan. Backed…
  • US Midterms: What the Democrats' Sweep Means for the Economy · 8 Min.US voters have just delivered what one guest calls more than a blue wave. Democrats have retaken both chambers of Congress, Texas returned not a single statewide Republican win…
  • Indian Stocks: Bargain or Value Trap? · 7 Min.India's economy is growing at more than 7%, yet its stock market remains one of Asia's worst performers this year. With valuations falling below historical averages, could this…
  • Australia’s Inflation Fight: How Much Pain Ahead? · 11 Min.Australia’s central bank has raised interest rates to 4.85%, their highest level in 18 years, as stubborn inflation continues to challenge policymakers. Despite five rate hikes…
  • Melaka Polls: UMNO on Duyong Straight Fight vs DAP · 9 Min.Duyong was decided by just 200 votes in 2021, and this time Barisan National's incumbent faces an even stranger fight. His challenger from Pakatan Harapan's DAP is someone he…
  • Chancellor Merz's Asia Tour: De-Risking from China? · 8 Min.German Chancellor Friedrich Merz recently concluded a five-day tour across Singapore, Japan, and South Korea with a business delegation in tow, aiming to deepen economic ties as…
  • DAP on Melaka Polls: No Safe Seats & Vote-Splitting Risks · 10 Min.As Melaka heads to the polls on November 14, DAP must defend its existing strongholds while contesting three additional seats allocated under the Pakatan Harapan banner. This…
  • FMM on PMI Rebound, Rising Orders & Margin Squeezes · 10 Min.Malaysia’s manufacturing sector returned to expansion in October, with the S&P Global PMI climbing to 51, its strongest reading since April. New orders surged at one of their…
  • Hong Kong Stocks: Why the Disconnect? · 9 Min.Hong Kong's stock market is facing a sharp divide between its success in attracting new listings and the disappointing performance of Chinese companies already trading there. The…
  • Melaka Votes: A Test of Political Loyalties · 11 Min.Melaka heads to the polls on November 14, with 79 candidates competing for 28 state assembly seats in an election featuring straight fights and multi-cornered contests. With…
  • Binance Hack: How Safe Is Your Crypto? · 11 Min.A reported US$6 billion cryptocurrency heist at Binance, the world's largest crypto exchange, has raised serious questions about the security of digital assets and the protection…
  • Balabac, Sabah, and Malaysia's US-China Balancing Act · 10 Min.Located just 50 kilometres from the northern tip of Sabah, the Philippine island of Balabac is undergoing a military expansion, including a 3KM airstrip accessible to US forces…
  • Tycoons, Political Patronage, & SoftBank’s $50B AI Pledge · 8 Min.When Prime Minister Datuk Seri Anwar Ibrahim revisited the corporate fallout of the late 1990s Asian financial crisis in Parliament, he framed the exits of prominent business…
  • Data Centres, Renewables and the Power Sector Shake-Up · 6 Min.Malaysia wants to double renewables’ share of Peninsular Malaysia’s energy mix, from 11% in 2025 to 22% by 2035. Data centres must now source at least 30% of their energy from…
  • Indonesia’s Protests: A Growing Challenge for Prabowo? · 10 Min.Indonesia is facing a wave of student-led protests over the government's handling of devastating forest fires, with public anger extending to spending priorities, employment and…
  • Fed on Hold, Midterms Ahead: Where Next for US Markets? · 11 Min.The US Federal Reserve has held rates at 3.75% to 4% with inflation still above target, and two officials pushing for a hike. With the midterm elections on 3 November and growing…
  • Israel’s Election: Who Will Govern? · 8 Min.Israel's election has produced no clear winner, with Benjamin Netanyahu's bloc falling short of a parliamentary majority and Arab parties emerging as potential kingmakers. As…
  • Short-Term Rentals: New Rules, New Risks? · 10 Min.Malaysia is finalising nationwide guidelines for short-term rental accommodation, with proposed requirements for operator registration, local authority licensing and a 180-night…
  • Malaysia’s Producer Inflation: Who Pays the Price? · 10 Min.Malaysia's producer prices surged 12% year-on-year in September, driven by soaring global oil prices and rising costs in mining and manufacturing. Yet consumer inflation remains…
  • What's Behind South Korea's Current Growth · 10 Min.South Korea’s economy grew faster than expected in the third quarter, fuelled by booming demand for AI chips and stronger equipment investment. John Bromhead, Senior Economist at…
  • SG4: Can Malaysia’s Northern States Compete? · 11 Min.PAS is seeking to strengthen its economic credentials through SG4, an initiative bringing together Kedah, Kelantan, Terengganu and Perlis to attract investment and accelerate…
  • The Battle for Congress & Trump’s Political Future · 10 Min.Americans head to the polls on Nov 3 in elections that will determine whether Donald Trump’s Republicans retain control of Congress. Bryan DeAngelis, Partner and Head of the…
  • China’s Stocks : Time to Buy the Dip? · 10 Min.China’s CSI 300 has slipped into bear market territory, wiping out trillions of dollars in market value as mainland equities lag behind other major Asian markets. Marvin Chen, an…
  • Melaka Election : A Changing Political Alliances · 12 Min.Melaka's 28 state seats are up for grabs when polling day takes place Nov 14th. Its election is also shaping up to be an important test of Malaysia’s political alliances ahead of…
  • Lula’s Fourth Term: A Divided Brazil · 10 Min.Luiz Inácio Lula da Silva has secured a historic fourth term as Brazil's president, narrowly defeating Flávio Bolsonaro in a closely contested runoff. But with Bolsonaro…
  • Haze & Accountability: Who Really Lit the Fires? · 11 Min.This year's haze is worse than usual, and pressure is hitting palm oil and forestry producers from three directions at once. Khor Yu Leng, Director and Senior Economist at Segi…
  • Sarawak Polls: GPS Dominance, MA63 & The Road to GE16 · 11 Min.Sarawak's Legislative Assembly dissolves today, and with GPS holding 76 of 82 seats and a fresh RM14.8 billion election budget passed, the outcome is hardly in doubt. The real…
  • Malaysia’s Rare Earths: Beyond Raw Exports · 11 Min.Malaysia has approved its first export of unprocessed rare earths under a new regulatory framework, signalling a shift in its approach to developing a strategically important…
  • The Rohingya Crisis Malaysia Can’t Solve Alone · 10 Min.Malaysia hosts around 130,000 registered Rohingya refugees, and unofficial estimates put the number above 200,000. Indonesia hosts fewer than 2,600, and Thailand fewer than 500…
  • Are Malaysian REITs Still Worth Holding? · 7 Min.Malaysian REITs are usually bought for steady income, but this year the sector has lagged the broader market by a wide margin. Rising bond yields and the end of the withholding…
  • Inside Zetrix's Stock Collapse & RM2B Sukuk Risk · 11 Min.Zetrix AI Founder Wong Thean Soon’s stake collapse below 2% has breached a covenant on its RM2 billion Sukuk. So what happens next? Emmanuel Samarathisa, founder of The…

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