Capital markets news | Wed 29 Jul 2026
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AI selloff
AI is now the US economy’s main growth bet: markets and policymakers expect generative AI and automation to spark a fresh productivity wave as past engines (globalisation, shale, smartphones) wane. Investment, valuations and optimism assume AI will boost output per worker enough to offset ageing, high debt and weaker global growth. If those large, fast productivity gains don’t materialise, GDP and corporate earnings will be overestimated, leaving non‑AI sectors facing higher costs and weaker demand without efficiency offsets. That would likely force a broad re‑rating of US equities—beyond just AI and semiconductor stocks—raising the risk of a market‑wide sell‑off rather than a contained tech correction.
Equity
- United Asiapac prices ACE Market IPO at 35 sen per share Edge NST Star
- United Asiapac defends 35 sen IPO price, says strong margins are sustainable Edge
- Hiccup in Syed Mokhtar’s property JV listing Edge
- LYC Healthcare may miss annual report deadline, trading suspension looms Edge
- EPF says broader FBM KLCI will help reduce index concentration in banks Star
- Singapore: Understanding comparable analysis, Part 2 Edge
- Zhongji Innolight raises USD6.81b in Asia’s second-largest listing of 2026 Edge NST
- Xiaohongshu’s IPO plans face scrutiny after complaint about corporate structure Edge
- Chinese tech firms raise USD27.13b in Hong Kong NST
- Samsung, SK Hynix slide amid Nvidia financing worries, China competition NST
- AI anxiety sparks tech rout, broad selloff in Asian markets NST Star Yahoo
- AMD, Nvidia down as China chip breakthrough report sparks US tech sell‑off Mail
- SpaceX falls 20% below IPO price, erasing USD1.2t value Edge
- Saudi Prince Alwaleed takes 5% stake in EV-maker Lucid Yahoo
- Man Group assets hit all time high after bumper first half Edge
- IPO markets gathered pace in 1H2026 Edge
- World stocks hit 1-month low as chip rout worsens Edge NST
- MSCI CEO tells investors ignoring climate risk, ‘you only have yourself to blame’ Edge
Debt
- Lagenda debuts RM1.5b sukuk programme Star
- Bumitama’s sukuk rating withdrawn RAM
- Manulife Holdings’ AA2, P1 ratings affirmed RAM
- Johor Corporation’s AAA, P1 ratings affirmed RAM
- 7-Eleven Holdings’ MTN programme AA- rating affirmed MARC
- Sime Darby Property establishes RM2.6b green sukuk programme for data centres Edge Star
- Strong demand for Malaysia’s USD1.5b sukuk signals investor confidence Edge Star
- S&P affirms Indonesia ratings, flags central bank policy uncertainty NST
- Dodgers, Lakers owner’s financial empire target of federal loan fraud investigation Yahoo
- IMF chief sees hope as Argentina breaks debt cycle Star
- Fitch warns AI market correction emerging as major global credit risk Edge Yahoo
Commodities
- Malaysia has sufficient fuel supply despite Middle East tensions NST
- Iranian oil hoard swells off Malaysia on weak Chinese demand Edge
- Bangladesh seeking Malaysia’s help to plug LNG shortage Edge
- Opec+ plans to pause quota hikes after Sep, delegates say Edge
- Oil market confronts reality as ceasefire collapses Edge
- Oil hits low as pause in attacks supports hopes for US-Iran deal Edge Mail Star Yahoo
- Oman presents Iran with Gulf-backed plan for voluntary fees to use Hormuz Edge
- Saudi Aramco considers new pricing for Sidi Kerir oil exports to Asia Edge
- The Suez Canal is Saudi crude’s costlier alternative route to Asia Yahoo
- Australia plans first domestic oil refinery in 60 years to boost fuel security Edge
- US energy cushion faces stress test as Mideast risks rise again Star
- US sale of Venezuela’s oil hits USD13b since Trump’s takeover Yahoo
Digital assets
- Myanmar parliament passes crypto scam bill with penalties up to life Cointelegraph
- Hong Kong’s lenders’ quantum preparedness is very low Coindesk
- Cryptocurrency exchange Luno to cut 20% of global staff Edge
- Morgan Stanley debuts ether, solana ETP after bitcoin fund success Coindesk Cointelegraph
- Perpetuals tied to SK Hynix hit by flash crash to USD900 on Hyperliquid Coindesk
- Inside the CME and CFTC’s battle over onchain perpetual futures Coindesk
- Wall Street veteran Don Wilson says regulators are getting perps all wrong Coindesk
- EthSystems bets privacy is key to getting banks on public blockchains Coindesk
- AmericanFortress proposes quantum-safe crypto wallet protection Cointelegraph
- BlackRock, Fidelity, other Wall Street giants back the Clarity Act Coindesk
- Ethereum, Solana led crypto hack losses in 1H2026: Blockaid Cointelegraph
- Binance makes fighting crypto crime more difficult, says new report Coindesk
- European financial institutions launch RL1 cooperative blockchain network Cointelegraph
- Russia outlines digital depository rules ahead of crypto framework roll-out Coindesk
Malaysia
- Short-term rates set to remain stable on Bank Negara operations NST
- BNM framework should evolve from prescriptive to collaborative Edge
- Malaysia’s reliance on GLCs weighs on productivity, says OECD Edge
- Passive investing presents opportunity to draw stable capital, says banker Edge
- Neutrality key to keeping Malaysia attractive to investors NST
- Malaysia’s business inflation accelerates in Jun to 4-year high Edge NST Star
- Malaysia’s export prices edge higher as trade terms improve in Jun NST
- 2026 growth likely at upper end of 4%-5% range Edge NST Star
- Malaysia nears high-income threshold after 5.8% growth NST Star
- Services, manufacturing lift Malaysia’s fixed investment to RM386b in 2025 NST
- RM58b growth push to support economic growth NST
- Quality jobs, not minimum pay, key to income growth – BNM assistant governor Edge
- Wage growth trailing productivity, BNM deputy governor urges review Mail NST Star
- Malaysia prioritises wage growth over GST return, says economy minister Edge NST
- Reforms must deliver higher-paying jobs, says Bank Negara governor NST
- Time ripe for bold structural reforms, says former Bank Negara deputy governor NST
- AI Malaysia replaces NAIO to drive country towards AI Nation by 2030 Edge
- Govt mulls economic security framework to shore up supply chains Edge NST
- Malaysia defies global turmoil with record 1H trade, says Matrade chairman NST
- No land acquisition for AI-powered Smart Port project in Port Dickson Edge
- Former unit trust consultant jailed 18 months, fined RM2m for fraud Edge
- Muhyiddin trial: Company never made political donations until Jana Wibawa project Edge
- KWAP investment probe extends to Dubai, Singapore, Indonesia – MACC Edge
Other markets
- Monetary Authority of Singapore posts SGD20b net profit on investment gains Star
- Derivative dealers among best paid in city-state Star
- Singapore growth should stay firm although AI boom a global risk, central bank says Edge
- Sovereign fund Danantara joins Indonesia’s Financial System Stability Board Edge
- AI boom propels Hong Kong exports to strongest growth since 1984 Edge
- Wealthy Thais reduce London buying and turn to Japan property Star
- RBI’s 3-day intervention push signals lower tolerance for rupee weakness, bankers say Edge
- HSBC uses leverage to win USD5.5b in India forex deposits Edge
- Australia’s ‘world-first’ data centre rules hit first hurdle Edge Star
- Kevin Warsh can’t reopen the Strait of Hormuz Yahoo
- Citadel Securities’ Fed rate hike call adds to market angst Yahoo
- Why BofA says Jul Fed rate hike would be “unprecedented” Yahoo
- Americans’ confidence in US economy falls as Iran conflict sends gas prices higher Yahoo
- Meta, BlackRock plan to invest in USD14b Texas data centre Edge NST
- Whitney warns of economic reckoning this year, sees Fed on hold Yahoo
- USTR’s Greer says Trump’s latest tariffs won’t have an economic impact Edge
- US goods trade deficit contracts less than expected in Jun Edge
- Persistently high inflation to nag global economy, say economists Yahoo