Morning Brief

DAP will hold elections for 30 spots in the party's Central Executive Committee on Mar 16th. Prof Dr Azmi Hassan, a political analyst and senior fellow at the Nusantara Academy for Strategic Research shares his observations on what appears to be a situation where supporters of Sec-Gen Anthony Loke will go up against supporters of Chair Lim Guan Eng.

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Singapore will host four Lady Gaga concerts, her only stop in Asia. We look at which listed property companies stand to benefit. Ken Foong, Analyst, Bloomberg Intelligence gives us his perspective whilst we also ask what is the outlook for City Developments after the family lawsuit was dropped.

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The Carbon, Capture, Utilisation and Storage (CCUS) Bill 2025 is a key milestone in Malaysia’s low-carbon transition, but uncertainties linger over its execution and impact. The government sees it as crucial for carbon regulation, while industry leaders argue it’s vital for competitiveness. Critics warn of weak oversight, and with Sabah and Sarawak excluded, its broader economic and environmental implications remain in question. Senior Lecturer at Asia School of Business (ASB) weighs in.

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After AirAsia's decision to move all its domestic flights from Subang Airport to KLIA2, after seven months, only four jet operators - Firefly, Batik Air, TransNusa and Scoot - remain. Brendan Sobie, Independent Analyst and Consultant at Sobie Aviation shares his thoughts on SZB's dreams of becoming a city airport serving up to 8 million passengers by 2030.

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The former President of the Philippines, Rodrigo Duterte, is set to be charged by the International Criminal Court with crimes against humanity during a brutal war on drugs perpetrated during his term in office. Dr Aries Arugay, Professor and Chair at the Department of Political Science, University of the Philippines Diliman, talks about the domestic political implications from this development.

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The Stock Exchange of Thailand (SET) has shed more than 17% year-to-date, the worst in Asia. In an effort to stabilise the local equities market, the Thai government has unveiled several tax incentives and is disbursing more cash handouts to boost domestic consumption. to give more insights on this we speak to Naphat Chan, Head of Thailand Research at CLSA.

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Despite structural headwinds, China has maintained its 5% growth target. We discuss how that figure will be achieved and other pronouncements that were made at the NPC with Chen Zheng, Policy Analyst, CITIC Securities.

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Chancellor Rachel Reeves has proposed £5 billion welfare cuts to address the nation’s financial shortfall, a move that has sparked debate within the Labour party. While some support the plan, others argue it will disproportionately impact vulnerable groups. Prof. Peter Taylor-Gooby, Research Professor of Social Policy at University of Kent tells us what impact that it will on society and what cuts can be expected.

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After five negotiation sessions, Muar MP, Syed Saddiq Syed Abdul Rahman, finally got an assurance from Putrajaya that his constituency will receive government allocations. This highlights how unequal distribution of funds meant for ALL voters is. Syed Saddiq talks about why it is important to address this disparity, as the welfare of all should be paramount.

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Last week, the Malaysian government unveiled that it had signed a deal with British chip giant Arm Holdings, allowing us to acquire the company’s chip design plans. Economy Minister Datuk Seri Rafizi Ramli said that the agreement aims to accelerate the development of our own home-grown chips and strengthen Malaysia’s position in the global semiconductor space. Farlina Said, a Fellow at ISIS Malaysia, will join us to discuss what needs to be in place to fully capitalise on this government subsidy for chip design.

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