Morning Brief

During LIMA 2023 the defence ministry signed a record value of 10 billion ringgit in deals, announced a RM2 billion cost overrun in the Littoral Combat Ships, but failed to present our National Defence Industry Policy Blueprint. And as a maritime country, are we paying too much emphasis on the airforce and army, and less so on our navy. We speak with Marhalim Abbas, Defence writer to digest all the news, and the lack of it, from Langkawi.

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Recently the yuan slipped passed 7 to the US dollar. We ask Luca Santos, Currency Analyst at ACY Securities, if the PBOC will intervene in forex markets. Whilst asking if this is driving recent weakness in the Ringgit

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This week the Ministry of Home Affairs raided Swatch outlets across Malaysia and seized watches from its 'Pride Collection" for allegedly contravening the Printing Presses and Publications Act 1984 (PPPA).  What are the provisions and processes behind this Act, and was it rightly used? We speak with lawyer, New Sin Yew to find out more.

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Sarawak is at the forefront of pushing the federal government to uphold the Malaysia Agreement 1963, seeking equal economic and political rights, from the establishment of Petroleum Sarawak, taking control of education and health, and this week Sarawak Ports Authority. We speak with Dr James Chin, Professor of Asian Studies to get his views on how Abang Jo has been flexing his muscles.

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This week the Ministry of Home Affairs raided Swatch outlets across Malaysia and seized watches from its 'Pride Collection" for allegedly contravening the Printing Presses and Publications Act 1984 (PPPA).  What are the provisions and processes behind this Act, and was it rightly used? We speak with lawyer, New Sin Yew to find out more.

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See omnystudio.com/listener for privacy information.

Capital lenders through corporate and government bonds, play a crucial role in advancing the responsible investment agenda and with we have seen a sharp rise in green bond offerings.

However do all such bonds really meet the criteria and what should that standard be? Jason Mortimer, Head of Sustainability, Fixed Income Nomura Asset Management gives us his views.

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The US government could start to run out of money within weeks unless it allows itself to borrow more. With just a week till the estimated debt-limit deadline of 1 June, we ask Walter Todd, President & Chief Investment Officer, Greenwood Capital what are the options left and the consequences if the largest economy breaches the debt ceiling.

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It is a two-cornered fight between PAS-Bersatu and BN-Pakatan Harapan in the upcoming state election in Kelantan. Will the unity government make inroads, or will we see a clean sweep of seats by the PAS-Bersatu coalition? For insights, we speak to Adib Zalkapli, Director of BowerGroupAsia.

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Is the streaming war finally over as subscriber counts plateau? Is great content the only way to acquire and retain market share. And what will the roll out of password sharing controls do for Netflix’s number 1 position?

We speak with Geetha Ranganathan, Senior Analyst at Bloomberg Intelligence to talk about the companies bringing us great shows like XO Kitty, Succession, and the Mandalorian.

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See omnystudio.com/listener for privacy information.

The US government could start to run out of money within weeks unless it allows itself to borrow more. With just a week till the estimated debt-limit deadline of 1 June, we ask Walter Todd, President & Chief Investment Officer, Greenwood Capital what are the options left and the consequences if the largest economy breaches the debt ceiling.

Image by: Shutterstock

See omnystudio.com/listener for privacy information.