General

The transportation sector ended mixed for 2022 on Bursa Malaysia, with only Malaysia Airports chalking up gains of 10%. Meanwhile, developed markets such as the US and EU seem likely to face recession this year. While China’s reopening is positive, there are also concerns on bottlenecks, with rising Covid-19 cases and testing requirements. How should investors position for exposure to the transportation sector and which stocks they should buy? For insights, we speak to Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia.

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Ahead of Budget 2023 that’s due to be tabled in February, opposition MP Datuk Seri Shahidan Kassim recently groused about the long-standing issue of unequal allocation for parliamentarians across the aisle. How should the Constituency Development Fund (CDF) mechanism be reformed to avoid the political resentment and patronage issues of the present system? We get policy recommendations from Danesh Prakash Chacko of Tindak Malaysia.

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At the conclusion of the general election, several critical issues of constitutional law came to the forefront. Constitutional expert Prof Shad Saleem Faruqi comes on the Breakfast Grille to discuss these issues and what kind of reforms are critical for Malaysia to move forward into the 21st century as a nation that prioritises democracy and the rule of law.

第15届大选虽然已经尘埃落定了，但此次选举对于马来西亚政治格局的影响却相当深远。若仔细观察大选的成绩，最大的赢家当然是伊斯兰党，因为他们在本届的大选便夺下了43席，成为了国会下议院里最大的政党，可见他们的影响力有多大。马来西亚国民大学研究员丘伟荣将在节目中来跟我们深入地探讨，伊党到底是如何在大马社会中掀起“绿色海啸”。

With the festive season extending from Christmas right into Chinese New Year this month, retailers anticipate that consumer activity will remain high going into the Year of the Rabbit. However with labour shortage still affecting many sectors in Malaysia and worries of inflation this year, will the next few weeks set the tone for the rest of the retail year? Datuk Wira Ameer Ali Mydin, managing director of hypermarket Mydin gives us his outlook.

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2022 saw the revival of the aviation and tourism sector with the loosening of border restrictions spurring the demand for revenge travel. However this was not without turbulence and is 2023 the year where travel returns to pre-pandemic levels? Hannah Pearson, Founder, Pear Anderson tells us whilst also giving us her views as to whether Malaysia will be a top tourist destination in this region.

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China reopening will certainly lift commodities demand such as lithium and iron ore which may be positive for Australia and commodity related stocks. Given funds are still generally underweight China equities, should investors start nibbling and what sectors and stocks should they be focusing on? For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.

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To kick off the New Year, we revisit our favourite reads of 2022, which ran the gamut from dystopia, fantasy, and mythology to historical fiction and social commentary. To close off, in Footnotes, we make reading resolutions for the upcoming year.  

The old In Bruges gang is back! Colin Farrell and Brendan Gleeson, and director Martin McDonagh reunite in this 2022 tragicomedy, where Padraic (Farrell) is left devastated when his lifelong friend Colm (Gleeson) suddenly ends their relationship. The film follows Padraic's attempts to repair the friendship, which lead to shocking results. We review the movie. 

We kick off the year with a mini-series, bouncing off the 2023 resolutions we want our ministries to achieve. In the first episode, we discuss what's needed for Youth and Sports. First, we hear thoughts from former Youth and Sports minister Syed Saddiq. Then, we check in with a sports activist on what stakeholders want to see.

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