Capital markets news | Thu 3 Sep 2026

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Employees Provident Fund (EPF)
EPF’s total investment income jumped 51% year-on-year to RM27.73 billion in 1Q2026, up from RM18.31 billion in 1Q2025. This rapid acceleration was driven primarily by equities, which generated RM20.34 billion, alongside strong international returns and foreign exchange gains. Fixed income contributed RM6.76 billion (24%), while money markets and real estate / infrastructure brought in RM0.44 billion and RM0.19 billion respectively. However, EPF cautioned against extrapolating this performance, noting that the results include volatile, unrealised currency gains and reflect front-loaded investment decisions rather than a sustainable quarterly run-rate.

Equity

TPG’s Asia OneHealthcare filed for RM10b Malaysia IPO Edge Reserve Star
Analysts cautiously optimistic about Butterfield FB’s IPO Edge
Pioneer Heat tad overvalued at IPO price, says TA Securities Edge
Central Global to raise RM83m via private placement for Sabah projects Edge Star
PHB issues 400m new Amanah Hartanah Bumiputera units Edge Reserve NST Star
Mulpha invests in Sun Hung Kai-linked investment fund Edge Star
TGS TW steps down as auditor for 4 more Bursa-listed companies; total hits 14 Edge
Tencent-backed Enflame’s IPO draws 4,073 times retail demand Edge Reuters
Taiwanese borrow to buy stocks in AI-fuelled frenzy Mail
Taiwan fines SITE, restricts trust offerings Star
AI startup Cognition set to raise around USD1b at a USD47b value Edge
Olympus-backed Accelevation files for US IPO Reuters
Pet food platform Golden Pet Brands taps banks for IPO Reuters
Nscale touts USD103b contracted revenue ahead of potential IPO Reuters
Kraken parent Payward delays IPO to 2Q2027 at earliest Desk
Crypto VCs are mistaking consensus for discipline Desk
HYPE treasury firm Hyperliquid Strategies boosts equity facility to USD2.5b Telegraph
Goldman Sachs warns investors to expect lower returns over the next year Yahoo
Norway wealth fund again pitches private equity to mitigate political risk Edge
Carlyle, Bain, Oaktree readying bids for Serie A international media unit Reuters

Debt

MNRB’s RM500m commercial papers assigned P1 rating RAM Edge Reserve Star
CIMB Thai’s AA2, P1 financial institution ratings outlook raised to positive RAM
MARCWatch Developing on KFH Malaysia extended MARC
AirAsia’s USD1b debt fundraising mainly for refinancing Edge Reserve NST Star
Parkson Credit, Boost Bank form alliance to expand digital financial services Reserve
Banks’ loan growth remained steady, but household demand subdued in Jul NST
Funding costs to weigh on banks’ growth outlook Star
Vietnam’s Vingroup plans debut won bond after shares hit record Edge
How Japan’s bond rout is turning the tide of global capital Edge Reuters
Shadow lenders in India line up over USD1b in rupee bonds Edge
Asian banks cautiously restart Gulf lending despite Iran risks Star
Australian bonds slide as GDP reinforces hike Star
Trump pledged fiscal restraint. Instead, debt tops USD40t Edge Reuters
US debt surpasses USD40t in first 19 months of Trump’s second term Edge
Bessent’s bond gains wiped out as 30-year yields jump once again Yahoo
No shortage of culprits in panic over long US Treasury yields Yahoo Reuters
Who will police the bond vigilantes? Reuters
Fed’s Williams ties rising bond yields to strong economy Yahoo Reuters
Waymo taps Pimco, Blackstone to raise USD3b debt Reuters
US private credit firms mark down more loans Reuters
Where credit card balances are highest, and what it says about a K-shaped economy Yahoo
The history of financing America, in 6 crisis episodes Reuters
US tech firms may crowd out others in euro bond market and raise credit risk Reuters
Bond sell-off deepens as oil prices and public debt fears jolt markets Edge Star Reuters
Global bonds are slumping but it’s nothing like the 2022 wipeout Edge
Government borrowing costs rise anew, adding to pressure on global policymakers Reuters
IMF’s Georgieva says rising bond yields threaten progress on developing country debt Yahoo

Commodities

Petronas to hold oil production at 2m barrels daily through 2028 Edge Reserve NST Star
Oil shipments to India face delivery hurdles on Mideast snarls Edge
Energy trackers, White House disagree over how much oil is getting through Hormuz Yahoo
Oil settles 1% higher, as US-Iran strikes threaten supplies Reuters
Oil falls after hitting over 1-month high as traders weigh supply risks Edge
Oil holds 3-day gain as Trump says Iran strikes to be brief Yahoo
OPEC+ likely to keep oil output policy unchanged on Sunday Reuters
US diesel hits highest since Apr as wars strain global supply Edge
US energy secretary says Venezuela oil output to more than double in next few years Edge
Chevron, KEO Capital, Eni and Primavera said to sign energy pacts in Venezuela soon Edge
Chevron, Eni commit to expand oil projects in Venezuela under US eye Reuters
Chevron expands in Venezuela with USD7b plan to double oil output in 5 years Reuters

Digital assets

Thailand adopts crypto Travel Rule with self-custodial wallet checks Telegraph
A China indicator that supports risk-taking in stocks and bitcoin is flashing red Desk
Lawsuit challenges Tether for allegedly freezing USD42.4m USDT before US warrant Desk
CrowdStrike, US authorities dismantle Russian malware that stole crypto Desk Telegraph
G20 members tout ‘clear pathways’ for digital asset innovation Telegraph
Coinbase launches regulated crypto derivatives in Canada Telegraph

M&A

Shell exploring USD1b sale of majority stake in Bintulu gas-to-liquids plant Edge
Talk of Lotte Chemical Titan stake sale surfaces amid uphill turnaround Edge
Zetrix AI buys 50% of Philippines-based MYEG Ventures for RM130m Edge NST Star
Zecon proposes to sublease land for RM54.36m in related party deal Edge NST Star
Lynas Rare Earths says it was in takeover talks earlier this year NST Reuters
KKR to acquire A1 Garage Door Service for around USD2b Reuters
Nvidia nears USD14b deal this week for startup Hugging Face Star
Wren House close to deal for GIC’s data centre stake Edge

Malaysia

Forex translation poser on EPF dividend pool mars 48% jump in 1H2026 income Edge
Inflation picks up as food and transport prices rise Star
Positive near-term manufacturing outlook Star
SST + GST: Is it feasible? Star
We’re rich in renewables, so don’t keep choosing coal Edge
Risk of higher US baseline tariff as excess capacity investigation concluded NST
Bank manager fined RM40m, jailed seven years for fraud, money laundering Edge
Muhyiddin graft trial: RM25.3m Bersatu funds a ‘reward’ for contracts Edge
Xin Synergy lodges police report against ex-directors over moneylending Edge Reserve
Former Islamic affairs minister remanded for 5 days over Tabung Haji lease probe Edge
MACC opens 6 investigation papers into Felda, FIC; arrests expected next week Edge
Tabung Haji RCI: Several individuals to be charged later this week — MACC chief Edge

Other markets

Singapore economists see 2026 growth at 5%, central bank survey says Edge NST Star
China removes tax exemption on foreigners’ dividend incomes Edge NST
BOJ’s Takata urges nimble rate hikes, says 2026 marks a turning point Edge
BOJ chief signals chance of Sep rate hike, debate on price risks NST Yahoo
South Korea inflation quickens on one-off factor, misses expectations Edge
Modi’s developed nation goal remains on track, top official says Edge
US eyes airlines, digital assets as Iran-related targets, Bessent says Reuters
Australia raises capital requirements for ING’s local unit after overstating liquidity Reuters
New Zealand flags gradual policy tightening after hiking rates; kiwi falls Edge Star
Fed survey shows economic activity up, prices rose moderately in recent weeks Reuters
Your grocery bill could rise even faster next year — here’s why Yahoo
Chicago Fed’s Austan Goolsbee wants to get back to ‘old-school’ economics Yahoo
US senator asks Capital One about Trump account anti-money laundering review Reuters
Taiwan says its companies plan to invest another USD20b in US Reuters
Rise in US factory orders beats expectations in Jul Edge Reuters
US private payrolls growth slows in Aug, ADP says Edge Reuters
Trump to levy more chip tariffs, exemptions for US manufacturing Edge
OpenAI says its new ‘Astra’ AI can build attacks without human help Desk
Bank of Canada keeps its policy rate at 2.25%, says tariffs could hit growth Edge Yahoo
Nagel signals ECB will hike next week, cautious beyond that Edge
Is the ECB’s hawkish shift just beginning to bite? UBS weighs in Yahoo
Germany on track to grow by as much as 1%, Nagel says Edge
Dutch Central Bank shifts gold from US on ‘geopolitical unrest’ Edge
Data centre spending to reach USD31.6t by 2050 on AI boom Edge