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Can Markets Handle 5% Treasury Yields?
US Treasury yields have crossed the psychologically important 5% level as markets brace for another Federal Reserve rate hike, while persistent infla…
1 month ago
Are Markets Heading for a Stagflation Shock?
Oil is back above US$100, bond yields are approaching uncomfortable levels and major central banks are turning increasingly hawkish, raising the risk…
1 month, 1 week ago
Which Risk Bites Equities First? Oil Above $100 Or Rising Yields?
US equities slipped overnight as Brent pushed above US$100, nearly 30% off its early-August lows, while longer-dated Treasury yields kept climbing de…
1 month, 1 week ago
Why REITs Are Delivering But Not Rewarding Investors?
Bursa Malaysia's REIT Index has had a roller-coaster year, and unlike the benchmark index it remains in the red — even as the 20 companies it tracks …
1 month, 1 week ago
With Oil Spikes, Where Are Markets Really Heading?
Global equity sentiment turned lower as oil prices hit their highest in over three months — but tech has been the surprising bright spot through the …
1 month, 1 week ago
Can Malaysia’s Tech Rally Keep Running?
Malaysia’s technology sector has been one of Bursa Malaysia’s standout performers in 2026, fuelled by booming investment in AI, semiconductors and da…
1 month, 1 week ago
China: Exports, Banks and the Yuan
China’s August exports grew 25% from a year ago, accelerating from the previous month. But this stronger than expected performance was based on three…
1 month, 1 week ago
Can Equities Keep Rising as Rates Climb?
Strong US jobs data has kept a September Federal Reserve rate hike firmly in play, testing whether equities can continue performing in an environment…
1 month, 1 week ago
Malaysia’s Data Centre Boom Hits Its Limits
Malaysia’s data-centre story is entering a new phase as the focus shifts from building facilities to actually powering, cooling and connecting them. …
1 month, 1 week ago
Are Markets Ready for Another Rate Hike?
A surprisingly strong US jobs report has reinforced expectations that the Federal Reserve could raise rates again, putting even greater focus on this…
1 month, 2 weeks ago