Capital markets news | Mon 26 Oct 2026
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AI meltdown
Enterprises are buying AI faster than they are turning it into measurable results. Many have deployed it, but relatively few workers use it deeply in real workflows, and only a minority report significant returns—creating a gap between AI spending and earnings impact.
Equity
- Real estate developer KEB aims to raise nearly RM80m from ACE Market IPO Edge NST Star
- Bestari Food gets regulator’s nod, shariah status for Main Market listing Edge NST Star
- Padini’s proposed share buy-back comes amid nearly 50% share price slump NST
- Indonesia faces an investor exodus Star
- Stock market needs more quality listings Star
- China’s USD150b AI model stock slump shows no sign of easing Edge
- Sinking profits turn China’s USD3.5t stock rout into trap Edge
- Citi wins licence to set up fully-owned China securities unit Edge Reuters
- China said to tighten scrutiny of listed company spinoffs Edge
- Chinese manufacturer Dongshan raises USD1.3b in HK listing Edge
- Goldman cuts Kospi 12-month target by 25% as AI trade unravels Edge
- Ambani’s Jio becomes most subscribed Indian IPO with USD77b in bids Edge Reuters
- OpenAI shifts value to USD1.25t as funding talks finalise Edge Yahoo
- AI video startup Higgsfield draws investment from Nvidia Edge
- Hedge fund returns worsen this week as tech selloff deepens Edge
- Growth, value stocks set for reshuffle as S&P adopts new rules Edge
- Swiss stocks becoming a haven from AI fears roiling markets Edge
Debt
- Malaysia’s state-owned water assets firm lines up RM11.64b sukuk Edge
- CelcomDigi Telecommunications’ new programme assigned AAA rating RAM Edge NST Star
- ORIX Leasing and ORIX Credit’s AA2 ratings revised to positive RAM
- Southern Power and Jimah East Power ratings upgraded MARC
- WM Senibong’s RM1b sukuk programme AA- rating affirmed MARC
- Zetrix AI fails to resolve RM2b sukuk breach, offers 789m share options NST
- Zetrix AI sukukholders fail to reach deal, new meeting planned Edge
- Revenue IF inks agreement with ATT to explore payment, RMB bond projects Star
- Malaysia Aviation Group, Citi announce USD75m trade finance facility Edge NST Star
- Chow: Contractor financing keeps Air Itam bypass on track despite unsold land Edge
- AZRB gets three-month restraining order from High Court against creditors Edge
- Islamic finance drives economic and social impact: Bank Negara governor NST
- VietJet faces aircraft, cash seizures in FitzWalter debt fight Edge
- 60/40 portfolio in inflation trap Star
- Will US Treasury scrap 20-year bond sales? Edge
- JetBlue creditors working with restructuring adviser PJT Partners Reuters
- Musk says SpaceX raised USD40b in debt deal, predicts neocloud shakeout Reuters
- AI debt has exploded 4x to nearly USD500b Yahoo
- AI tech fears push global credit spreads to 17-month high Edge
Digital assets
- The world of perpetual futures Star
- Malaysia, Thailand join Singapore’s Bloom digital money initiative Edge Star Telegraph
- China targets 2030 for its national blockchain network buildout Telegraph
- HSBC launches Hong Kong dollar stablecoin for retail payments Telegraph
- Bybit secures first full Dubai license for spot trading services Telegraph
- Wells Fargo, Cisco, Marvell object to OKXICE’s tokenised stock plan Desk Telegraph Reuters
- McDonalds, Microsoft and Google saying no to tokenised stocks isn’t a dealbreaker Desk
- SEC flags tokenisation as high-risk area in 2027 market examinations Telegraph Reuters
- Inflation whale beats Wall Street Star
- New York AG seeks USD1.37b from NovaTech founders over Ponzi scheme Telegraph
- Argentina drops criminal probe into President Milei over crashed memecoin LIBRA Desk
- UK banks face 10k complaints in 3 months over crypto restrictions Desk
- ECB official sees digital euro as key to protecting EU ‘sovereignty’ Telegraph
- Switzerland’s first retail spot Bitcoin ETF targets Nov launch Telegraph
- Latvia targets tokenization rules in 2027 with commercial property in focus Desk
Malaysia
- Rate normalisation in focus Star
- Auditing the auditor and protecting public trust Edge
- BNM conducts national risk assessment in 2027 Star
- Leading index up 2.2% in Aug on semiconductor demand NST
- Malaysians’ wellbeing improves, but income gaps persist: Khazanah research arm NST
- Poorest households left with just 1.8% income buffer: KRI NST
- Anwar says a global investor plans USD50b tech investment in Malaysia Edge
- Petronas upstream capex rises 19%, bolstering oil and gas outlook NST
- Malaysia needs adequate power, grid capacity to attract data centres — Jera Edge
- Johor data centres could consume over 90% of peninsula’s additional power — BMI Edge
- Johor eyes additional 5GW of solar energy by 2031 to meet data centre demand Edge
- Former director charged with CBT for misappropriating RM5.5m of company funds Edge
- Govt’s net financial burden related to 1MDB estimated at RM20.1b Edge
Other markets
- Singapore’s core inflation for Sep unexpectedly cools Edge NST
- Hold, hike and cut? Bank Indonesia says there’s logic to the policy mix NST
- Indonesia says 70% of its gas stays home — Singapore feels the cut first Mail
- Anutin confident Thailand’s GDP growth will exceed 2.1% in 2026 NST
- US proposes curbs on investment in Chinese biotech firms Edge
- China urges US to halt proposed expansion of outbound investment curbs Reuters
- Sinonomics: Can China and America handle being ordinary? Edge
- Fed sneezes, EMs shrug Star
- Japan manufacturing growth slows to 7-month low in Oct, PMI shows Star Reuters
- SK data centre arm in talks to fund USD350b AI buildout in South Korea Edge
- AI to reshape jobs, but Asia Pacific office demand set to hold firm NST
- AI data centre backlash threatens Australia’s USD70b dream Edge
- Warsh tells traders to watch the data. They still follow the Fed Yahoo
- Despite Trump pressure, Fed likely to hold interest rates steady Mail Yahoo
- Inflation under Trump is half the rate under Biden. Voters are still just as mad. Yahoo
- Jamie Dimon warns of 5 big threats to the US economy Yahoo
- NYSE options exchange trading halted by ‘technical issue’ Edge
- Repricing the US’ gold reserves worth USD1t would backfire Yahoo
- Trump: Audi to invest USD4.2b in first US plant NST Yahoo Reuters
- Nippon Steel raises US mill upgrade to USD3b as costs climb Edge
- HD Hyundai to build US shipyard with Kiewit, create 3k jobs NST
- Trump says Bombardier to invest USD270m in the US Edge
- Apollo’s Slok says AI has delivered zero payoff outside of tech Yahoo
- The tech ‘death spiral’ that could destroy the AI boom Yahoo
- IBM CEO says open AI models are 90% as good as frontier models: Why pay more? Yahoo
- Why AI data centres are powering a boom in fuel-cell demand Reuters
- US consumer sentiment slips to 5-month low on inflation Edge
- US business activity cools in Oct; strong demand fuelling price pressures Edge Reuters
- UK government sets out USD800m of AI security funding NST
- PMI shows strongest month since Feb for UK businesses Edge
- UK retail sales fall as consumer confidence tumbles Edge
- UK set to ease up on senior bankers in bid to save firms GBP2b Edge
- Fitch maintains Ukraine at ‘CCC’, expects war to extend into 2027 NST
- Netanyahu floats alternative economy that his central bank rejects Mail Telegraph
- Data centre spending to more than double to USD2.1t by 2028 Edge Reuters
- Bill Gates warns of 20 years of turmoil from AI NST