Morning Brief

Morning Brief

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

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Episode's summary

Budget 2027 is expected to focus on easing the cost of living and strengthening household incomes, but the government faces limited fiscal room to deliver meaningful relief. With middle-income Malaysians feeling increasingly squeezed, attention is turning to personal income tax reforms, housing affordability, cash transfers and the burden of SST. We speak to tax consultant SM Thanneermalai about which measures could make the biggest difference to household finances, and whether the government can balance immediate relief with longer-term fiscal sustainability. Brought to you by Mah Sing. Reinvent Spaces. Enhance Life. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

Episodes

10311-

Budget 2027: Relief for the Rakyat?

Budget 2027 is expected to focus on easing the cost of living and strengthening household incomes, but the government faces limited fiscal room to deliver meaningful relief. With middle-income Malaysians feeling increasingly squeezed, attention is turning to personal income tax reforms, housing affordability, cash transfers and the burden of SST. We speak to tax consultant SM Thanneermalai about which measures could make the biggest difference to household finances, and whether the government can balance immediate relief with longer-term fiscal sustainability. Brought to you by Mah Sing. Reinvent Spaces. Enhance Life. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

09 Oct 2026
10310-

Malaysia’s Entertainment Industry Wants Tax Reform

With Budget 2027 set to be tabled, Malaysia’s live entertainment industry is calling for more than just additional funding. Industry players want the government to abolish outdated entertainment duties, simplify concert approvals and address inconsistent regulations across states. We speak to Rizal Kamal of ALIFE Malaysia about how these reforms could lower costs for promoters and consumers, attract more international events and strengthen Malaysia’s position as a regional destination for live entertainment and tourism. The Morning Brief is brought to you by CIMB Private Wealth. Move your wealth forward with personalised wealth advisory and priority access to investment opportunities. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

09 Oct 2026
10309-

What’s Next for China’s Biotech Boom?

The Hang Seng Biotech Index has outperformed the broader market this year, fuelled by a wave of out-licensing deals with Western drugmakers, stronger R&D capabilities and attractive valuations. Eight years after the first biotech listing in Hong Kong, a growing number of these companies are turning profitable and moving from clinical-stage developers into commercial drugmakers. But profitability remains uneven across the sector, and a new round of Fed tightening could weigh on valuations. Herald van der Linde, Head of Equity Strategy for Asia Pacific at HSBC, discusses how to value the sector, which healthcare sub-sectors he prefers, and the key catalysts and risks ahead. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

09 Oct 2026
10308-

India’s Balancing Act Between Inflation, Oil and a Weak Rupee

The Reserve Bank of India has raised its benchmark repo rate by 25 basis points to 5.5%, its first hike in nearly four years, and signalled that more tightening could follow. Inflation has stayed above the RBI’s 4% target for three straight months, driven by higher oil prices from the Iran war and a weak monsoon, while the rupee hovers near record lows. Yet the economy grew 7.8% in the April to June quarter, and India is on track to overtake Japan as the world’s fourth-largest economy. Lavanya Venkateswaran, Senior ASEAN and India Economist at OCBC Bank, discusses how far the RBI will go, the risks from energy prices and stalled US-India trade talks, and whether India can sustain its growth momentum. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

09 Oct 2026
10307-

Sabah's Budget 2027 Wishlist

Sabah got RM6.9 billion in federal development money under Budget 2026. Even so, the Auditor-General found that only four of the 35 Pan Borneo Highway packages in Sabah were finished as of March 2026, and the project's cost has risen by RM1.1 billion to RM19 billion. With 16 of the 29 MA63 issues now resolved and Budget 2027 coming up, the state wants the rest of its 40% revenue entitlement, more doctors in rural areas, and private investment that creates better jobs for young people. We speak to Ariff Adi Putera Anwar, Research Associate at the Institute for Development Studies (Sabah), about what Putrajaya should deliver next. Brought to you by Mah Sing. Reinvent Spaces. Enhance Life. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

08 Oct 2026