Capital markets news | Mon 4 Aug 2025


Do you know?

  • Structured warrants have a limited lifespan, usually 6 months to 2 years. As they approach expiry, their time value erodes, and so the price can fall even if the underlying price doesn’t change.

Equity

  • More PEs on KWAP’s radar Star
  • A leap backwards Star
  • Dozen firms including Tencent shortlisted for Starbucks’ China investment Edge
  • Hong Kong eases listing rules for one of world’s hottest markets Edge
  • Tax plan that sparked South Korean stock plunge forced into review Edge

Debt

  • Sunway Group’s issuance ratings affirmed MARC
  • Capsphere, CGC partner to expand SME financing in Malaysia Mail
  • Goldman urges caution as global credit spreads hit 2007 lows Edge

Digital assets

  • Bitcoin pulls back to 3-week low after record-breaking Jul Edge
  • 3 reasons traders are in risk-off mode Coindesk
  • Wall Street is buying crypto quietly and that’s bullish Coindesk
  • Wall Street rewrites bitcoin trading rules Star
  • Crypto ETFs see record USD12.8b inflows in Jul Coindesk
  • USD3.5b LuBian bitcoin theft went undetected for nearly 5 years Coindesk
  • The token is dead, long live the token Cointelegraph
  • 5 countries where crypto is tax-free in 2025 Cointelegraph
  • Banks have invested over USD100b in blockchain infrastructure Coindesk
  • SEC’s crypto task force will tour US to hear from small startups Coindesk
  • Genius Act sets new stablecoin rules but vague on foreign issuers Cointelegraph
  • UK regulator to allow retail investors access to crypto ETNs in Oct Coindesk
  • China’s crypto liquidation plans reveal its grand strategy Cointelegraph

M&A

  • Exit signs for highway players Edge
  • Axis REIT acquires warehouse in Port Klang for RM80m Edge NST Star
  • HCK Capital acquires 2 plots of land in Selangor for RM38.6m Edge
  • BWYS to dispose of Banting industrial properties for RM67m Edge Star
  • AYS Ventures’ associate company acquires more than 90% of CosmoSteel Edge
  • Inari, China’s Sanan acquire Netherlands’ Lumileds for USD239m Edge NST Star
  • KNM gets EUR19.5m offer from Swiss-German firms for Italian unit Edge Star
  • Singapore’s GIC leading bidding for stake in Spanish broadband joint venture Edge
  • Hong Kong watchdog accepts China Mobile’s HKBN acquisition commitments Edge
  • Japan’s Dai-ichi Life eyes M&A in Southeast Asia for growth Edge
  • Australia’s BlueScope leads consortium in push for Gupta’s Whyalla plant Yahoo
  • Goldman Sachs poised to buy into ice cream maker Froneri at USD17b valuation Edge

Malaysian

  • Malaysia agrees to reduce tariffs on over 98% of US import items Edge NST
  • Jul PMI shows further improvement in manufacturing conditions Edge NST Star
  • Ex-MMM executive fails in bid to review Court of Appeal decision Edge
  • Continuation of fiscal prudence and economic development in 13MP RAM Edge
  • 5-year plans should be retired altogether, focus on rules instead Edge
  • EPF reviewing proposed monthly pension payout Edge

Other markets

  • Singapore factory activity enters contractionary phase Star
  • Jitters over Jakarta’s land seizure Star
  • Vietnam manufacturing rebounds in Jul Star
  • Vietnam’s proposed property gains tax alarms investors Star
  • China’s manufacturing activity shrinks as exports drag Edge Star
  • Rebalancing China’s economy Star
  • Hong Kong GDP expands 3.1%, faster than forecast Star
  • South Korea factory activity shrinks for sixth month on tariff concerns NST
  • Asia’s factory activity worsens as US trade uncertainty bites NST Star
  • Fed board should assume control if Powell won’t lower interest rates Edge NST
  • US Fed’s Bowman, Waller link their policy dissents to job market concerns Edge
  • Weak US jobs data challenge Fed’s cautious stance Star Yahoo
  • Have we seen Powell’s last rate cut as US Federal Reserve chair? Star
  • US manufacturing extends slump, factory employment lowest in 5 years Edge
  • US job growth slows sharply in Jul, unemployment rate rises to 4.2% Edge NST Yahoo
  • Full list of US tariff rates announced by Trump on trading partners Edge NST
  • Trump’s 40% penalty for tariff dodging still missing key details Edge
  • BOE rate cuts cost households billions Star
  • Eurozone inflation holds at ECB target, supporting case for steady rates Edge
  • Eurozone manufacturing approached stability in Jul as PMI hits 3-year high Edge
  • Hydrogen projects to lift demand for insurance NST

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