Morning Brief

Asia Pacific economies are hoping for a China recovery in 2024 but they do not see a clear roadmap towards this. China’s Government plans to address the downturn their own way but the market thinks otherwise. Furthermore, state owned banks may be asked to bail out property developers which will strain the financial system. Peter Lewis, Founder & Director of Peter Lewis Consulting gives us an overview whether 2024 will be the year of the China dragon.

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Asia Pacific economies are hoping for a China recovery in 2024 but they do not see a clear roadmap towards this. China’s Government plans to address the downturn their own way but the market thinks otherwise. Furthermore, state owned banks may be asked to bail out property developers which will strain the financial system. Peter Lewis, Founder & Director of Peter Lewis Consulting gives us an overview whether 2024 will be the year of the China dragon.

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CGS CIMB expects Malaysia's Economy to be in better shape in 2024. This on the back of policy clarity and rollout of Budget 2024 with the execution of its various projects which will help propel the local equity market upwards. Chehan Perera, Head of Research and Strategist, CGS- CIMB Securities speaks to us about what is driving the upside and where we should position ourselves as we face a recovery in 2024.

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There have been calls by the government to reinstate local council elections, starting with the capital city first in efforts to strengthen democracy in the federal territories. Newly appointed FT Minister Dr Zaliha Mustafa has said she will discuss the proposal but that she has other pressing priorities. We check in with Danesh Prakash Chacko, Director, Tindak Malaysia as to why there should be no delay to this.

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Abdel Fattah Al-Sisi was declared the victor in Egypt’s presidential election for a 3rd time winning 90% of the vote. With an economy in crisis as inflation reached record levels of 40% in August and food prices up 65% on year, what will be Sisi's legacy be? Dr James Dorsey, Senior Fellow, S.Rajaratnam School of International Studies tells us.

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Covid numbers are rising again. Patient numbers are still manageable and public health practitioners do not see the need of an MCO. Assistant Professor Dr Farhan Rusli, Public Health Medicine Specialist, International Islamic University Malaysia speaks to us about the right strategy for Covid-19 management, why the public ought to get booster shots and whether MySejahtera could make a comeback.

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The government has relaxed the requirements for the Malaysia My Second Home (MM2H) programme. Now featuring a three-tiered system, would the revised measures be able to attract a wider pool of applicants? We speak to Andy Davison, founder and CEO of The Expat Group Media for his thoughts on the revamped programme.

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Over the weekend, four of the five biggest shipping companies in the world have suspended passage through a Red Sea strait due to attacks by Houthi rebels in Yemen. Kenneth Loh, APAC shipping & logistics analyst at Bloomberg Intelligence discusses how this could impact the global freight shipping industry, and his 2024 outlook for APAC players.

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Palm oil prices have been sluggish this year, with futures hovering at the RM3,600 ringgit mark. Is there any catalyst for the upside in 2024? We discuss the trends impacting palm oil markets with Dr. Sathia Varqa, co-founder of Palm Oil Analytics.

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Former Health Minister Dr Zaliha Mustafa has been tasked to run the FT Ministry. This comes at an important time when there is an urgent need to address the urban poor and for more national level representation of not only Putrajaya and Kuala Lumpur but also Labuan. Cha-Ly Koh, CEO and Founder of Urbanmetry discusses with us the many items the new Minister has to resolve from her in-tray.

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