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Market Daily Report: Bursa Malaysia's Key Index Ends At Intraday High

KUALA LUMPUR, July 30 (Bernama) -- Bursa Malaysia's key index closed at an intraday high today, supported by continued buying interest even as renewed geopolitical tensions and a weaker overnight lead from Wall Street following the US Federal Reserve's (Fed) decision to stand pat on interest rates weighed on broader sentiment. The Fed has decided to hold rates steady for the fifth consecutive meeting, with the Federal Funds Rate unchanged between 3.50 per cent and 3.75 per cent. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 4.84 points to 1,720.40 from yesterday’s close of 1,715.56. The benchmark index, which opened 1.14 points lower at 1,714.42, hit its lowest level of 1,710.69 in early trade before gaining momentum for the rest of the day. However, the broader market was negative with losers outpacing gainers 581 to 411, while 612 counters were unchanged, 1,173 untraded, and 87 suspended. Turnover declined to 2.49 billion units valued at RM2.25 billion from ...

China’s Markets Shed “Uninvestable” Label as Global Funds Return

From Aversion to Attraction After years of regulatory crackdowns and property market turmoil, global investors are returning to China. A  world-beating US$2.7 trillion equity rally  and advances in high-tech industries have made Chinese assets hard to ignore. Goldman Sachs noted hedge funds were the most active in onshore equities in recent years, reversing the “uninvestable” label that haunted China since 2021. Rising Inflows Across Asset Classes Foreigners increased holdings of  stocks, bonds, loans, and deposits  simultaneously in 1H 2025 — the first such occurrence since 2021. Net inflows through June already surpassed  2024’s total by 60% , according to PBOC data. August also saw continued net foreign purchases of onshore stocks and bonds, reinforcing momentum. In total, global funds remain  underweight by 1.3 percentage points , signaling further room for exposure. Tech and AI Drive Sentiment China’s  tech sector is the key catalyst : Alibaba ...

Magnificent Seven Looks Outdated: New AI Leaders Emerge

From Mag Seven to New AI Powerhouses It’s been nearly three years since OpenAI’s ChatGPT reshaped the global economy, and the  “Magnificent Seven”  — Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Tesla — have dominated markets. They’ve accounted for more than half of the S&P 500’s rally since early 2023. But Wall Street is now questioning whether this group still best represents the AI-driven future. While some of the seven continue to thrive, others are falling behind, making room for a new generation of leaders. Winners and Laggards Within the Mag Seven Strong AI performers : Nvidia, Microsoft, Alphabet, and Meta (shares up 21–33% this year). Struggling names : Apple, Amazon, and Tesla are lagging as AI strategies remain less defined. Analysts argue it’s “hard to see the current Mag Seven as the best representation of AI.” Wall Street’s New Proposals “Fab Four” : Nvidia, Microsoft, Meta, Amazon. “Big Six” : Mag Seven minus Tesla. “Elite 8” : Original seven plus B...

Foreign Investors Withdraw US$2.29 Billion From Asia, Led by Taiwan

 Regional Fund Flows Foreign investors turned net sellers in Asia for the week ended Sept 26, 2025, marking the end of a three-week buying streak, according to  MBSB Investment Bank Bhd (MBSB IB) . Total outflow :  US$2.29 billion (RM9.66 billion) . Biggest withdrawal :  Taiwan , with  US$1.16 billion  in outflows, reversing three weeks of net inflows. Pressure came as Taiwan’s unemployment rate rose for the third consecutive month in August. Other markets: India : Outflow of  US$1.08 billion , despite strong July industrial output. Vietnam : 10th consecutive week of outflows ( US$201.6 million ) after new U.S. tariffs. South Korea : Outflow of  US$114.4 million , pressured by falling producer prices linked to telecom discounts. Thailand : Third straight week of selling ( US$42.8 million ). Indonesia : Strongest gainer, with  US$306.7 million  inflows after trade pact with EU. Philippines : Second consecutive week of inflows ( US$111.1 m...