
Morning Brief
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KL - The Sky's The Limit
In light of Federal Territories Day tomorrow, we take a look at some of the issues and challenges facing Members of Parliament in our closest Federal Territory: Kuala Lumpur. To do that, we speak to Nik Nazmi Nik Ahmad, MP for Setiawangsa, about whether MPs have enough tools to serve their constituents, local council elections, as well as his wishlist as a KL MP.See omnystudio.com/listener for privacy information.

KL - The Sky's The Limit
In light of Federal Territories Day tomorrow, we take a look at some of the issues and challenges facing Members of Parliaent in our closest Federal Territory: Kuala Lumpur. To do that, we speak to Nik Nazmi Nik Ahmad, MP for Setiawangsa, about whether MPs have enough tools to serve their constituents, local council elections, as well as his wishlist as a KL MP.See omnystudio.com/listener for privacy information.

Bigger When Part of a Whole
Global Value Chains (GVCs) offer huge opportunities for economic growth and human development. However, they have been on the wane in recent years. Malaysia, a keen participant in GVCs, is an underachiever, its growth tempered by a social agenda. Aaditya Mattoo, Chief Economist for the East Asia and Pacific, World Bank, discusses.See omnystudio.com/listener for privacy information.

Transformation Trends In Technology
Big technology stocks continue to rally in 2020 after a strong showing in 2019. We speak to Daniel Ives, Managing Director for Equities Research at Wedbush Securities who gives us his views on the results of Apple, Microsoft and Tesla which all beat street expectations and why he remains a big bull on these names See omnystudio.com/listener for privacy information.

Transformation Trends In Technology
Big technology stocks continue to rally in 2020 after a strong showing in 2019. We speak to Daniel Ives, Managing Director for Equities Research at Wedbush Securities who gives us his views on the results of Apple, Microsoft and Tesla which all beat street expectations and why he remains a big bull on these names See omnystudio.com/listener for privacy information.

Tourism Targets - Not Feasible
Tourism and travel sectors are among those which have been hit hardest by the outbreak of the Wuhan coronavirus in China. Here in Malaysia, this has not deterred the Ministry of Tourism, Arts and Culture, who are maintaining their arrival targets for Visit Malaysia 2020 at 30 million visitors- 3.5 million of them expected to come from China. To get a better idea of how this has hit industry players on the ground, we speak to Yap Lip Seng, CEO of the Malaysian Association of Hotels, about which states will see the biggest impact from the China travel restrictions, and whether or not the government's target is feasible.See omnystudio.com/listener for privacy information.

Tourism Targets - Not Feasible
Tourism and travel sectors are among those which have been hit hardest by the outbreak of the Wuhan coronavirus in China. Here in Malaysia, this has not deterred the Ministry of Tourism, Arts and Culture, who are maintaining their arrival targets for Visit Malaysia 2020 at 30 million visitors- 3.5 million of them expected to come from China. To get a better idea of how this has hit industry players on the ground, we speak to Yap Lip Seng, CEO of the Malaysian Association of Hotels, about which states will see the biggest impact from the China travel restrictions, and whether or not the government's target is feasible.See omnystudio.com/listener for privacy information.

Proton Wants ASEAN But Does ASEAN Want Proton?
Proton wants to raise overseas sales by at least four-fold this year, helped by annual new model launches and the strength of its parent, China-based Geely. But can its brand equity, after-sales service network and quality stand up to scrutiny? The Morning Run crew discuss.See omnystudio.com/listener for privacy information.

Proton Wants ASEAN But Does ASEAN Want Proton?
Proton wants to raise overseas sales by at least four-fold this year, helped by annual new model launches and the strength of its parent, China-based Geely. But can its brand equity, after-sales service network and quality stand up to scrutiny? The Morning Run crew discuss.See omnystudio.com/listener for privacy information.

TCA - Navigating Troubled Waters
Two weeks ago, five Indonesian fishermen were abducted off the coast of Sabah, by kidnappers linked to Abu Sayyaf. In the aftermath, questions arose over Malaysia's response, and whether or not the Defence Ministry has been able to strengthen the Trilateral Cooperation Agreement, between Malaysia Indonesia and the Philippines. So, for a clearer picture of the dynamics at play, we spoke to Dr Asyura Salleh, an independent consultant specializing in Maritime Security Affairs, about the threat level of piracy in regional waters, and what the TCA does to address that.See omnystudio.com/listener for privacy information.

TCA - Navigating Troubled Waters
Two weeks ago, five Indonesian fishermen were abducted off the coast of Sabah, by kidnappers linked to Abu Sayyaf. In the aftermath, questions arose over Malaysia's response, and whether or not the Defence Ministry has been able to strengthen the Trilateral Cooperation Agreement, between Malaysia Indonesia and the Philippines. So, for a clearer picture of the dynamics at play, we spoke to Dr Asyura Salleh, an independent consultant specializing in Maritime Security Affairs, about the threat level of piracy in regional waters, and what the TCA does to address that.See omnystudio.com/listener for privacy information.

Sub-6% Growth in China but Not Time to Ring the Alarm Bells
China's GDP growth will be cut to 5.9% this year as a result of the coronavirus outbreak. However, this is not a big negative as the economy has restructured to be driven by services compared to when SARS happened back in 2003.See omnystudio.com/listener for privacy information.

Sub-6% Growth in China but Not Time to Ring the Alarm Bells
China's GDP growth will be cut to 5.9% this year as a result of the coronavirus outbreak. However, this is not a big negative as the economy has restructured to be driven by services compared to when SARS happened back in 2003.See omnystudio.com/listener for privacy information.

Tourism and Travel, casualties of the Wuhan virus
With the number of infections close to 6000, it is not surprising that tourism and travel has been impacted by the Wuhan virus. However, as 2020 is Visit Malaysia Year, we ask if the target of 30 million tourist arrivals is still achievable and what plans does the Ministry of Tourism has to counter the expected fall in arrivals and revenue See omnystudio.com/listener for privacy information.

Tourism and Travel, casualties of the Wuhan virus
With the number of infections close to 6000, it is not surprising that tourism and travel has been impacted by the Wuhan virus. However, as 2020 is Visit Malaysia Year, we ask if the target of 30 million tourist arrivals is still achievable and what plans does the Ministry of Tourism has to counter the expected fall in arrivals and revenue See omnystudio.com/listener for privacy information.

Digital Bank Licenses - Gainers and Losers
Bank Negara Malaysia is expected to issue up to five digital bank licenses, and non-bank entities such as Grab, Razer and AirAsia are reportedly interested in bidding for them. We speak with Tamma Febrian, Associate Director for Financial Institutions, Fitch Ratings, on how the banking landscape may change with new entrants coming into the market.See omnystudio.com/listener for privacy information.

Digital Bank Licenses - Gainers and Losers
Bank Negara Malaysia is expected to issue up to five digital bank licenses, and non-bank entities such as Grab, Razer and AirAsia are reportedly interested in bidding for them. We speak with Tamma Febrian, Associate Director for Financial Institutions, Fitch Ratings, on how the banking landscape may change with new entrants coming into the market.See omnystudio.com/listener for privacy information.

Myanmar and the ICJ's Name And Shame Game
Last month, west African nation the Gambia brought a genocide case against Myanmar at the International Court of Justice. In new developments, the ICJ has now ruled that Myanmar must stop alleged genocidal acts against Rohingya Muslims, and preserve evidence of previous possible crimes by the country's military, ahead of further investigation. To discuss the implications of this new ruling, we speak to Hunter Marston, PhD candidate and Researcher at the Australian National University, about how binding this decision is, and what we can expect Myanmar to do about it.See omnystudio.com/listener for privacy information.

Coronavirus, Act on What We Know
Dr Suresh Kumar Chidambaram, Consultant Infectious Disease Physician, Sungai Buloh Hospital gives us an update on the Wuhan Coronavirus which has killed 82 people in China and infected close to 3000 people round the world with 5 confirmed cases in Malaysia. He tells us how the hospital is dealing with the virus including the treatment options whilst giving the practical advise to avoid contracting the virus.See omnystudio.com/listener for privacy information.

Malaysia Perceived As Less Corrupt?
Transparency International's Corruption Perceptions Index 2019 shows Malaysia rising 10 places to 51st out of 180 countries with a score of 53/100 points. To find out more, we spoke to Dr Muhammad Mohan, President of Transparency International Malaysia, about areas of concern, the disconnect between public perception and the CPI, and what he thinks the government should prioritise going forward.See omnystudio.com/listener for privacy information.

Quarantined - The Policy Response to Wuhan Virus
With nearly 800 people diagnosed with the mysterious coronavirus sweeping the cities of Wuhan and Huanggang in China, the WHO has determined that the outbreak is an emergency- within China, not on an international scale. So for some insight into the policy responses being carried out, we spoke to Dr Ying-ru Lo, WHO Representative to Malaysia, Brunei Darussalam, and Singapore, about the responses from China and other countries in the region, as well as the policy lessons learned from the SARS apidemic.See omnystudio.com/listener for privacy information.

Quarantined - The Policy Response to Wuhan
With nearly 800 people diagnosed with the mysterious coronavirus sweeping the cities of Wuhan and Huanggang in China, the WHO has determined that the outbreak is an emergency- within China, not on an international scale. So for some insight into the policy responses being carried out, we spoke to Dr Ying-ru Lo, WHO Representative to Malaysia, Brunei Darussalam, and Singapore, about the responses from China and other countries in the region, as well as the policy lessons learned from the SARS apidemic.See omnystudio.com/listener for privacy information.

What Does New Pricing Formula Mean For Us?
Following the restructuring of auto duty rates on 31 December 2019, the expected impact from the new formula for duty rates on completely-knocked-down (CKD) vehicles will be absorbed by the government for 2020. That said, the new formula could see prices increase as much as 15-20% when fully impacted. So will Malaysians purchase cars in advance to avoid possible price increases in 2020?See omnystudio.com/listener for privacy information.

Bank Negara Makes A Surprise Insurance Cut
While most economists expected a 25 bps cut this quarter, few expected this insurance cut to arrive so soon. We speak to Julia Goh of UOB Malaysia about why BNM made the decision to cut rates and whether she sees signs of a turnaround in the Malaysian economy.See omnystudio.com/listener for privacy information.

Bank Negara Makes A Surprise Insurance Cut
While most economists expected a 25 bps cut this quarter, few expected this insurance cut to arrive so soon. We speak to Julia Goh of UOB Malaysia about why BNM made the decision to cut rates and whether she sees signs of a turnaround in the Malaysian economy.See omnystudio.com/listener for privacy information.

Davos - An Atmosphere Of Deep Dishonesty?
The annual meeting of the World Economic Forum is in full swing in Davos, Switzerland with sustainability and “stakeholder capitalism” are among the big themes this year. But do the discussions there actually have a tangible effect, or is it a lot of hot air? Chandran describes the scene on the ground there and shares his thoughts on the forum, including whether it's still relevant.See omnystudio.com/listener for privacy information.

Davos - An Atmosphere Of Deep Dishonesty?
The annual meeting of the World Economic Forum is in full swing in Davos, Switzerland with sustainability and “stakeholder capitalism” are among the big themes this year. But do the discussions there actually have a tangible effect, or is it a lot of hot air? Chandran describes the scene on the ground there and shares his thoughts on the forum, including whether it's still relevant.See omnystudio.com/listener for privacy information.

More Malls for Malaysians
Malaysia is quite the mall-obsessed nation, and we're soon about to see several more shopping complexes come on the scene despite the fact that consumers are increasingly shifting towards online shopping. We speak to Murli Menon for insights on why exactly there is an oversupply in mall space as well as what differentiates the malls that succeed from the ones that flop.See omnystudio.com/listener for privacy information.

More Malls for Malaysians
Malaysia is quite the mall-obsessed nation, and we're soon about to see several more shopping complexes come on the scene despite the fact that consumers are increasingly shifting towards online shopping. We speak to Murli Menon for insights on why exactly there is an oversupply in mall space as well as what differentiates the malls that succeed from the ones that flop.See omnystudio.com/listener for privacy information.

What Makes a City?
On Monday, Yang di-Pertuan Besar Negeri Sembilan, Tuanku Muhriz Tuanku Munawir proclaimed Seremban as a city and opened the Seremban City Council. This is a merger of the Seremban and Nilai Municipal Councils, and began operations on 1 January. We talk to Mustapha Kamal Zulkarnain, urban planner and founder of Arkitek Mustapha Kamal on what makes a city and what are the benefits of becoming oneSee omnystudio.com/listener for privacy information.

Its a negotiation, not a trade war
With US equity markets hitting all time high's, we speak to Grant Bowers, Vice President and Portfolio Manager at Franklin Templeton to find out if the market will continue to rally in 2020. He also weighs in on the broader US economy and if there is a possibility of a recession since risks still remain with on-going trade tensions and Presidential elections in NovemberSee omnystudio.com/listener for privacy information.

Its a negotiation, not a trade war
With US equity markets hitting all time high's, we speak to Grant Bowers, Vice President and Portfolio Manager at Franklin Equity Group to find out if the market will continue to rally in 2020. He also weighs in on the broader US economy and if there is a possibility of a recession since risks still remain with on-going trade tensions and Presidential elections in NovemberSee omnystudio.com/listener for privacy information.

Hemorrhage Affects Malaysia Airlines Valuation
Hemorrhage Affects Malaysia Airlines Valuation. The nation finally tries to figure out how to stem the bleeding at Malaysian Airlines but the fair valuation will probably be affected by generations of mismanagement. While Khazanah might not have much choice but to concede, the other question is who is calling the shots for the sale epitomising the current state of affairs. 7:07 - Country Garden Layoffs: Overhang Casualty or Too Ambitious? Country Garden has laid of close to 400 staff since December. This is sizable given they had over 1,300 employees. With the Forest City Development GDV of RM450b compared to the property overhang value of RM20b, was this an accident waiting to happen? There's also the question of whether they reported the layoffs to the Labour DepartmentSee omnystudio.com/listener for privacy information.

Flaws in Malaysia's policies to address Income Inequality?
Under the Shared Prosperity Vision 2030, the government has made increasing labour income share one of the benchmarks to tackle inequality by increasing compensation of employees from 35% to 48% of GDP. However Christopher Choong, Deputy Director of Research at Khazanah Research Institute says that this might be the wrong approach in tackling income inequality as it may create jobs but the wrong kind.See omnystudio.com/listener for privacy information.

Flaws in Malaysia's policies to address Income Inequality?
Under the Shared Prosperity Vision 2030, the government has made increasing labour income share one of the benchmarks to tackle inequality by increasing compensation of employees from 35% to 48% of GDP. However Christopher Choong, Deputy Director of Research at Khazanah Research Institute says that this might be the wrong approach in tackling income inequality as it may create jobs but the wrong kind.See omnystudio.com/listener for privacy information.

Taking the Train to Davos
The World Economic Forum in Davos, Switzerland, kicks off its 50th iteration today, with appearances expected from business leaders, academics and world leaders. What can we expect to see out of the Summit, and is the WEF's sustainability push sincere, or just a gimmick?See omnystudio.com/listener for privacy information.

Taking the Train to Davos
The World Economic Forum in Davos, Switzerland, kicks off its 50th iteration today, with appearances expected from business leaders, academics and world leaders. What can we expect to see out of the Summit, and is the WEF's sustainability push sincere, or just a gimmick?See omnystudio.com/listener for privacy information.

Digital taxes for a level playing field
M.A Sivanesan, Under Secretary of the Tax Division for the Ministry of Finance tells us the mechanics of the digital tax and the reasons for its implementation. He also gives us an estimate of the value of the tax to be collected and how many foreign service providers have signed upSee omnystudio.com/listener for privacy information.

Digital taxes for a level playing field
M.A Sivanesan, Under Secretary of the Tax Division for the Ministry of Finance tells us the mechanics of the digital tax and the reasons for its implementation. He also gives us an estimate of the value of the tax to be collected and how many foreign service providers have signed upSee omnystudio.com/listener for privacy information.

Shafie's Star Power Not Enough
UMNO has emerged as the winner of Saturday's Kimanis by-election, which saw voter turnout of over 80%, and a winning margin of just over 2,000 votes. Does the blame for Pakatan Harapan's loss fall at the federal or state level? We speak to Ibrahim Suffian, Programme Director at the Merdeka Centre, about key issues like the Sabah Temporary Pass, the rural-urban divide, and whether the result in Kimanis signifies the pendulum swinging back to Barisan Nasional. See omnystudio.com/listener for privacy information.

Shafie's Star Power Not Enough
UMNO has emerged as the winner of Saturday's Kimanis by-election, which saw voter turnout of over 80%, and a winning margin of just over 2,000 votes. Does the blame for Pakatan Harapan's loss fall at the federal or state level? We speak to Ibrahim Suffian, Programme Director at the Merdeka Centre, about key issues like the Sabah Temporary Pass, the rural-urban divide, and whether the result in Kimanis signifies the pendulum swinging back to Barisan Nasional. See omnystudio.com/listener for privacy information.

5G and IEOs
Prime Minister Tun Dr Mahathir Mohamad launched the 5G Malaysia Demonstration Project in Langkawi over the weekend and announced that Malaysia is expected to roll out 5G technology in 3Q 2020. Separately, the Securities Commission launched Guidelines on Digital Assets which allows companies to raise up to RM100 million through initial exchange offerings (IEOs). How is this different from initial coin offerings (ICOs)?See omnystudio.com/listener for privacy information.

Tesco tries to say Goodbye to Thailand
Tesco UK tries to sell its 2000 outlets in Malaysia and Thailand but faces regulatory hurdles as there questions of monopoly from the Thai Fair Trade Commission. Charles Allen, Global Retail Research Analyst from Bloomberg Intelligence tells us what the issues are for this sale and also what are the challenges for the supermarket landscape in the UK.See omnystudio.com/listener for privacy information.

Tesco tries to say Goodbye to Thailand
Tesco UK tries to sell its 2000 outlets in Malaysia and Thailand but faces regulatory hurdles as there questions of monopoly from the Thai Fair Trade Commission. Charles Allen, Global Retail Research Analyst from Bloomberg Intelligence tells us what the issues are for this sale and also what are the challenges for the supermarket landscape in the UK.See omnystudio.com/listener for privacy information.

Pro-tem Committee To Study Media Council
A precursor to the long-awaited media council has come into being- a pro-tem committee set up by the government to study issues including the council's objectives, constitution and membership, and code of conduct. For more insight into the process, we spoke to Gayathry Venkiteswaran, Assistant Professor of Media and Communications at the University of Nottingham Malaysia.See omnystudio.com/listener for privacy information.

Pro-tem Committee To Study Media Council
A precursor to the long-awaited media council has come into being- a pro-tem committee set up by the government to study issues including the council's objectives, constitution and membership, and code of conduct. For more insight into the process, we spoke to Gayathry Venkiteswaran, Assistant Professor of Media and Communications at the University of Nottingham Malaysia.See omnystudio.com/listener for privacy information.

Can Funds Have It All?
Blackrock the world largest asset manager with USD7 trillion funds under management has announced that its actively managed funds would shift towards sustainable investing. So we asked, Shaheen Contractor, ESG Research Analyst, at Bloomberg Intelligence if there is pressure for other funds to follow Blackrock and if such a move is sufficient to silent the environmental activists.See omnystudio.com/listener for privacy information.

Can Funds have it all?
Blackrock the world largest asset manager with USD7 trillion funds under management has announced that its actively managed funds would shift towards sustainable investing. So we asked, Shaheen Contractor, ESG Research Analyst, at Bloomberg Intelligence if there is pressure for other funds to follow Blackrock and if such a move is sufficient to silent the environmental activists.See omnystudio.com/listener for privacy information.

Of Mergers and Extensions
00:43 - Bloomberg sources say that Khazanah and Telenor have revived talks on a potential Axiata-Telenor merger, which fell through originally in September last year. 05:25 - The Cabinet has decided it will not sell PLUS Malaysia- but rather, present tolls will be reduced by 18%, and the toll concession will run for an extra 20 years.See omnystudio.com/listener for privacy information.

Of Mergers and Extensions
00:43 - Bloomberg sources say that Khazanah and Telenor have revived talks on a potential Axiata-Telenor merger, which fell through originally in September last year. 05:25 - The Cabinet has decided it will not sell PLUS Malaysia- but rather, present tolls will be reduced by 18%, and the toll concession will run for an extra 20 years.See omnystudio.com/listener for privacy information.