Do you know? National politicsIf PH thinks public sentiment is turning against it, it would usually prefer to delay GE16 rather than rush into a snap election, because extra time can help it improve its image, let current dissatisfaction fade, and wait for BN to suffer its own scandal or setback. But waiting is only…
Do you know? National politicsA BN win in Negeri Sembilan would likely raise GE16 risk because it would show BN can convert Johor momentum into another state-level breakthrough, making a federal contest look more winnable and more urgent for BN. It would also deepen pressure on the unity government by turning the PH-BN partnership into…
Do you know? National politicsThe BN victory in Johor could also push BN to favour an early election for strategic timing. If the party believes Johor shows its support base is still solid, it may want to turn that result into a national mandate before issues such as inflation, coalition friction, or voter fatigue weaken…
Do you know? National politicsA BN victory in Johor could trigger snap general elections because it would shift the perceived balance of power inside the federal coalition. When one side suddenly looks stronger in a major state, the national leadership may conclude that the political window is changing fast and that waiting could be risky….
Do you know? EPF 1Q2026 performanceInternational investments were very important: EPF said 36% of total assets were invested globally, and overseas investments generated RM15.36 billion, or 55% of quarterly income. The fund is still in growth mode: total assets reached RM1.44 trillion, membership exceeded 18.3 million, and total contributions rose 13.3% to RM38.01 billion in…
Do you know? EPF 1Q2026 performanceFixed‑income instruments (bonds and sukuk) generated RM6.76 billion, about 24% of total income, in line with their role as the core stabiliser of the portfolio. This segment earned returns of 1.02% p.a. in 1Q, or 4.1% annualised, and this brought down the overall returns for EPF. Equity Debt Commodities Digital…
Do you know? EPF 1Q2026 performanceEquities contributed RM20.34 billion in 1Q2026, up 88% from RM10.80 billion a year earlier, and made up roughly 73% of total investment income for the quarter. This surge was attributed to broad‑based market gains early in the quarter as improving risk sentiment lifted “most major indices”, including the US, Japan,…
Do you know? EPF 1Q2026 performanceEPF’s first-quarter income was boosted by a deliberate front-loading of profit realisation, meaning the RM27.73 billion result should not be annualised. The fund chose to lock in gains early amid expectations of more volatile markets ahead, so subsequent quarters may be less impressive even if the underlying portfolio remains sound….
Do you know? EPF 1Q2026 performanceEPF’s first-quarter investment income jumped 51% year-on-year to RM27.73 billion, even as global markets were mixed in Q1 2026: the S&P 500 fell 4.33%, the Dow Jones Industrial Average fell 3.19%, the Nasdaq 100 fell 5.82%, MSCI Europe ex-UK declined 2.3%, Japan’s Nikkei 225 rose about 10.5%, South Korea’s KOSPI…
Do you know? Repo and reverse repoIf there is too much cash in the system and overnight rates are drifting too low, the central bank can do a repo against government securities to temporarily pull cash out from the banks. In contrast, if banks are short of reserves and overnight rates are drifting too high,…