Morning Brief

The UK has faced one challenge after another, from Brexit to escalating Covid-19 cases last year, and now the Delta variant. Thomas Moore, Senior Investment Director at Aberdeen Standard Investments discusses his outlook and stock picks.

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Prime Minister Tan Sri Muhyiddin Yassin maintains that he has majority support in Parliament, and will be tabling a vote of confidence in his premiership when the Dewan Rakyat reconvenes in September. Pakatan Harapan stresses that the issue of legitimacy should be dealt with immediately. We speak to Subang MP Wong Chen on PH’s position on the political impasse.

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As investor interest in the environment, social and governance (ESG) priorities increase, there’s debate about whether linking executive pay to sustainability goals would encourage better outcomes. PwC recently conducted a study on this issue, and we discuss the findings with Indra Dhanu Dipak, Director of People & Organisation at PwC Malaysia.

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Pankaj C. Kumar, financial market columnist, fields questions on whether Malaysia's beleaguered stock market is a 'buy', in the midst of a political crisis and record-high daily Covid cases.

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China has seen a sudden surge in Covid cases with the government taking a hard stance by stepping up restrictions, cutting flights and increasing testing. Professor Ben Cowling, Epidemiologist from Hong Kong University tells us if this approach will work, whilst discussing the vaccination rollout program in the country.

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China has seen a sudden surge in Covid cases with the government taking a hard stance by stepping up restrictions, cutting flights and increasing testing. Professor Ben Cowling, Epidemiologist from Hong Kong University tells us if this approach will work, whilst discussing the vaccination rollout program in the country.

Image credit: Shutterstock.com

As investor interest in the environment, social and governance (ESG) priorities increase, there’s debate about whether linking executive pay to sustainability goals would encourage better outcomes. PwC recently conducted a study on this issue, and we discuss the findings with Indra Dhanu Dipak, Director of People & Organisation at PwC Malaysia.

Image credit: Shutterstock.com

With Malaysia a key trading hub and a critical manufacturing hub that is tightly bound by global industry value chains, government-imposed lockdowns have significant global consequences on the semiconductor industry, impacting the car industry and chipmakers. We speak to Dato Seri Wong Siew Hai, President of the Malaysia Semiconductor Industry Association on the impact of current lockdowns to the semiconductor manufacturing industry.

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Although recent GDP results for Eurozone economies have been mixed, the overall outlook remains positive compared to other parts of the world coping with a surge in the Delta variant of Covid-19. Economist Daniela Ordonez walks us through the factors keeping Eurozone economies afloat, as well as the potential downside risks on the horizon.

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We speak to Dr Bridget Welsh about the 4Ds, Deflection, Defiance, Denial and Disrespect, adopted by our political masters following Prime Minister Muhyiddin's assertion that he still retains a majority as he pushes the confidence vote to September.

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