Do you know? AI selloffAI infrastructure capex has surged to unusually high levels. Hyperscalers likely raised AI spending ~67% to ~USD650 billion, and total AI investment could hit USD7 trillion from 2026-2031. Current earnings are small compared with that spending, while price competition among model providers is squeezing unit economics as financing costs rise. The…
Do you know? AI selloffThe AI trade became extremely crowded. Investors piled into semiconductors and mega‑cap tech expecting flawless execution and years of hyper‑growth. A June-July 2026 correction erased about USD1-1.3 trillion of market value from AI‑linked chipmakers and software firms, showing how quickly crowded positions can unwind once expectations are questioned. Because the drop…
Do you know? National politicsBN should treat Melaka as the next pressure point and try to turn it into a public test of whether PH can still hold its ground. If BN continues to win in Melaka, it can argue that momentum is building and that PH’s best option is to dissolve Parliament while it…
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,…