Morning Brief

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Morning Brief

Morning Brief

Стваральнік: BFM Media

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

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How Long Can the US Government Stay Closed?

How Long Can the US Government Stay Closed?

The US government shutdown has entered its 29th day, paralysing federal agencies, delaying pay for hundreds of thousands of workers, and threatening k...

2025-10-29 11:52:36 711
The Do and Don'ts of  A PN17 Company

The Do and Don'ts of A PN17 Company

Bursa Malaysia has filed legal action to stop MAA Group from holding an EGM  on KNM Group which is a PN17 company. We ask Dr Ismet Yusoff, CEO of Mino...

2025-10-29 11:49:29 553
Japan, South Korea, and the Price of Partnership with the US

Japan, South Korea, and the Price of Partnership with the US

As US President Donald Trump wraps up his three-nation tour of Asia, he got nearly $900 billion in investment pledges from Japan and South Korea, in e...

2025-10-29 11:24:01 648
Pete Hegseth Returns To Asia : What Does It Signal?

Pete Hegseth Returns To Asia : What Does It Signal?

US Defence Secretary Pete Hegseth is back in Asia for the second time since May, visiting Japan, Malaysia, Vietnam, and South Korea in a bid to reinfo...

2025-10-28 10:34:28 809
Accelerating the Pace of Development  for Malaysia's Semicon Players

Accelerating the Pace of Development for Malaysia's Semicon Players

Malaysia's semiconductors were excluded from the recent deal with the US and currently enjoys a tariff holiday. However how long will this exmption re...

2025-10-28 10:22:31 595
Malaysia-US Digital Deal : Opening Doors or Losing Control?

Malaysia-US Digital Deal : Opening Doors or Losing Control?

Malaysia’s new digital trade agreement with the United States promises closer cooperation in technology and innovation, but comes with the removal of...

2025-10-28 10:16:33 608
US - China Trade Relations Show Signs of Thawing?

US - China Trade Relations Show Signs of Thawing?

Over the weekend, the US and China reached a preliminary consensus on easing some of the trade restrictions each had imposed on the other ahead of Pre...

2025-10-27 12:14:06 581
RCEP and US Trade Deal - Fair for Malaysia?

RCEP and US Trade Deal - Fair for Malaysia?

Yesterday, leaders of countries in the Regional Comprehensive Economic Partnership  (RCEP) gathered in Kuala Lumpur for the first summit since the wor...

2025-10-27 12:04:02 670
Bersatu Close to Imploding?

Bersatu Close to Imploding?

Bersatu’s leadership turmoil shows no signs of easing, as Indera Mahkota MP Datuk Saifuddin Abdullah and six other division leaders, publicly urged Ta...

2025-10-27 09:43:03 695
Chinese Consumers Not Back with a Vengence

Chinese Consumers Not Back with a Vengence

China’s National Day and Mid-Autumn Festival holidays saw a strong rebound in travel and dining, 
hinting at a long-awaited recovery in consumer...

2025-10-27 09:39:32 535
US-Malaysia Trade Deal: Too Soon To Gauge Impact

US-Malaysia Trade Deal: Too Soon To Gauge Impact

A number of trade deals have been signed over the weekend between the US and Malaysia, Thailand, and Cambodia. China has also indicated willingness to...

2025-10-26 10:55:24 652
Thailand & Cambodia: A Lasting Peace Accord?

Thailand & Cambodia: A Lasting Peace Accord?

Was the Kuala Lumpur Peace Accord truly a landmark peace agreement between Thailand and Cambodia, as claimed by U. President Trump, or merely a symbol...

2025-10-26 10:50:01 534
Flood Protection for Home Buyers Long Overdue

Flood Protection for Home Buyers Long Overdue

Flood risk has been made a key factor in approving all new housing developments in Malaysia as of last week. Deputy Prime Minister Datuk Seri Fadillah...

2025-10-26 10:37:07 602
Trump Dominates ASEAN Summit

Trump Dominates ASEAN Summit

The spotlight was on Kuala Lumpur this week as world and regional leaders, including US President Donald Trump, gathered for the 47th ASEAN Summit. Wh...

2025-10-26 10:30:50 660
Will Deeper Russian Oil Sanctions Move the Needle?

Will Deeper Russian Oil Sanctions Move the Needle?

The United States has imposed new sanctions on Rosneft and Lukoil, Russia’s two biggest oil companies, to cut off funding for Moscow’s war in Ukraine....

2025-10-23 10:54:14 583
How Malaysia is Driving ASEAN’s Economic Future Forward

How Malaysia is Driving ASEAN’s Economic Future Forward

The 47th ASEAN Summit will take place shortly in Kuala Lumpur, against a backdrop of global economic uncertainty and shifting trade dynamics. We inter...

2025-10-23 10:36:35 777
US Regional Bank Not Under Stress

US Regional Bank Not Under Stress

US markets were roiled a week ago amid growing investor concerns of credit risks affecting US regional banks following the failure of  car loan compan...

2025-10-23 10:21:21 514
Are GLCs and GLICs Living Up to Their Mandate?

Are GLCs and GLICs Living Up to Their Mandate?

GLCs and GLICs play an outsized role in the Malaysian economy - but is there more chaff than wheat in the crowded ecosystem? And how can we hold these...

2025-10-22 09:59:18 522
China Tech Undaunted by US Tariffs

China Tech Undaunted by US Tariffs

As U.S. tariffs take effect, how are China’s tech giants holding up, and can their growth keep pace with or even surpass their American rivals? For in...

2025-10-22 09:54:47 622
Sanae Takaichi and Japan’s Fragile New Era

Sanae Takaichi and Japan’s Fragile New Era

Sanae Takaichi has made history as Japan’s first female prime minister, a landmark moment in a political landscape long dominated by men. Michael Cuce...

2025-10-22 09:50:32 691
Global Race for Rare Earths Reshaping Supply Chains

Global Race for Rare Earths Reshaping Supply Chains

As China tightens export controls on rare earths, the global supply chain is being reshaped, with the US turning to allies like Australia to secure ne...

2025-10-21 11:02:58 533
Will Malaysia's ASEAN Chairmanship End on a High Note?

Will Malaysia's ASEAN Chairmanship End on a High Note?

Kuala Lumpur is set to host the 47th ASEAN Summit and related meetings in a few days, the pinnacle of Malaysia’s chairmanship of the bloc. The event i...

2025-10-21 10:53:45 658
Sabah, Finally Getting its Dues

Sabah, Finally Getting its Dues

Last Friday, the Kota Kinabalu High Court ruled in favor of Sabah,  declaring that the federal government acted unlawfully by withholding 40% of the s...

2025-10-21 10:47:53 566
Vietnam Makes Leap from Frontier to Emerging Markets

Vietnam Makes Leap from Frontier to Emerging Markets

FTSE Russell  has announced that Vietnam will  be upgrading from frontier to Emerging markets in September 2026 after a final review in March. This up...

2025-10-20 10:52:08 650
Are We Tackling the Root Causes of Youth Crimes?

Are We Tackling the Root Causes of Youth Crimes?

Last Friday, Prime Minister Datuk Seri Anwar Ibrahim said that the government is considering several measures, including a ban on smartphones for stud...

2025-10-20 10:22:55 686
Can KLIA Reclaim Former Glory?

Can KLIA Reclaim Former Glory?

The KLIA aerotrain continues to make headlines for the wrong reasons having suffered nearly two dozen disruptions in just 3 months since it resumed se...

2025-10-20 10:18:25 620
Changing Global Dynamics Affecting Soybeans and CPO

Changing Global Dynamics Affecting Soybeans and CPO

Alvin Tai, Analyst at Bloomberg Intelligence, remains positive on the palm oil sector for the rest of the year, despite weaker soybean prices after Ch...

2025-10-16 10:56:35 545
Policy Crackdown on Overloaded Haulage

Policy Crackdown on Overloaded Haulage

The government is looking to introduce legislation that would hold senders and recipients of goods accountable for overloaded lorries, closing a looph...

2025-10-16 10:51:00 619
Budget 2026 : Perikatan Nasional’s Perspective & Alternative

Budget 2026 : Perikatan Nasional’s Perspective & Alternative

Perikatan Nasional has tabled its own response to Budget 2026 under the theme “Fixing the Structure, Revitalising the Economy, and Easing the People’s...

2025-10-16 10:48:38 698
Big Education Budget But To What Ends?

Big Education Budget But To What Ends?

Similar to previous years, the education sector is the biggest beneficiary under Budget 2026 with a headline allocation of RM66 billion. But are funds...

2025-10-15 15:14:48 800
More Transparency on Defense Spending Needed

More Transparency on Defense Spending Needed

The Ministry of Defence was allocated RM21.7 billion ringgit, a 3% increase from last year. How far will this funding go in enhancing Malaysia’s defen...

2025-10-15 10:28:10 669
Trump’s High-Stakes Trade Gamble Unlikely to Pay Off

Trump’s High-Stakes Trade Gamble Unlikely to Pay Off

The U.S. and China have been trading blows this week over cooking oil, soybeans and renewed tariff threats, a confrontation that could have serious re...

2025-10-15 10:24:37 547
School Safety Under Scrutiny

School Safety Under Scrutiny

A string of headlines highlighting bullying, physical violence, and even murder in schools has shaken public confidence in the safety of our education...

2025-10-15 09:35:58 581
Is Bersatu Imploding?

Is Bersatu Imploding?

Bersatu ranks have been shaken by the expulsion of key leaders, including Tasek Gelugor MP Datuk Saiful Wan Jan and four division chiefs, as well as t...

2025-10-14 12:28:48 561
China's EV Market at Inflexion Point

China's EV Market at Inflexion Point

China’s EV companies are seeing slowdowns in their sales domestically, even though their numbers are positive overseas. What’s causing this downturn i...

2025-10-14 09:51:44 647
Budget 2026: More Misses Than Hits

Budget 2026: More Misses Than Hits

Business writer Pankaj C. Kumar says the lack of substantive tax reforms and the continued rise in debt service charges are among the key issues Budge...

2025-10-13 12:23:31 471
Budget 2026: Healthcare Initiatives a Positive Step for the Sector

Budget 2026: Healthcare Initiatives a Positive Step for the Sector

The government’s 40% increase in doctors’ and dentists’ on-call allowances under Budget 2026 is long overdue, says Dr. Khor Swee Kheng, CEO of Angsana...

2025-10-13 12:19:01 781
Breakthrough in Gaza, but Palestine in Limbo

Breakthrough in Gaza, but Palestine in Limbo

Two years after the events on October 7th, the remaining Israeli captives have been released in exchange for Palestinian prisoners and detainees under...

2025-10-13 12:15:42 574
East Malaysia Infrastructure Boost in Budget 2026

East Malaysia Infrastructure Boost in Budget 2026

East Malaysia took center stage in Budget 2026, with Sabah receiving RM6.9 billion ringgit and Sarawak RM6 billion ringgit in record allocations. But...

2025-10-13 12:09:41 553
Tax Revenue Up But No New Taxes?

Tax Revenue Up But No New Taxes?

The government is targeting RM270 billion in tax revenue next year, but with no new taxes introduced, can this be achieved? 
Sim Kwang Gek, Coun...

2025-10-12 10:26:51 543
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