In this episode, we unpack the latest developments shaping Malaysia’s property, tech, and energy sectors — alongside shifts in economic policy and global trade. From Subang’s new student living projects to AI chip investments and U.S.–EU trade tensions, we connect the dots between big ideas and real-world impacts.
🏢 Malaysian Corporate & Economic Headlines
🏘️ Property Market Softens — But Long-Term Bets Rise
* Transaction volumes dipped 1.3% in H1 2025, but total value rose 1.9%.
* New launches fell nearly 46%, but developers aren’t retreating:
* Gamuda & Taylor’s Education Group: RM500M mixed-use SS15 redevelopment, including student housing.
* Eastern & Oriental: Secures RM780M financing for Andaman Island Phase 2; Gurney Bridge expected to improve access.
🥛 Khazanah Trims Stake in Farm FreshFrom 6% to 3% — possibly part of a portfolio rebalance or shift in strategic priorities.
🔬 Pentamaster Invests in Photonics FirmPenang-based tech group takes a stake in Ahead Optoelectronics Malaysia — tapping into AI server infrastructure and silicon photonics.
🔋 Renewable Energy Gains Momentum
* Citaglobal shortlisted for Southeast Asia’s largest floating solar plant (200MW in Kuantan).
* JAKS Resources developing two 100MW solar farms in Terengganu.
* LSS6 may mandate battery storage — reinforcing grid stability and boosting Malaysia’s green energy ambitions.
🚗 Proton EV Factory Launches in Tanjung MalimChina-backed plant aims for 45,000 units/year. A major step in Malaysia’s EV roadmap and industrial transition.
🏭 Manufacturing Growth Slows, But Rate Stability Helps
* FMM forecasts 3.5–3.6% growth in H2.
* Bank Negara expected to hold OPR at 2.75% through 2026, signalling policy stability despite cost pressures.
🤝 Declining Union Membership Impacts Wages
* Down from 11% in 1982 to ~6% today.
* Raises concerns about bargaining power and wage stagnation in the long term.
🧠 Boosting Civil Society: “Third Sector” in Focus
* Government to support NGOs and social enterprises under 13th Malaysia Plan as new engines of inclusive growth.
🌏 Global Watch & Geopolitics
🇺🇸 Trump Warns of Unwinding Trade Deals
* Supreme Court case on illegal tariffs could trigger rollback with EU, Japan, South Korea.
* US trade deficit widens, adding pressure on trade-heavy economies like Malaysia.
⚖️ Google Antitrust Case Avoids BreakupJudge cited AI chatbot competition as a threat to Google Search — a sign of how emerging tech is influencing regulatory decisions.
🇮🇳 🇸🇬 India & Singapore Deepen Tech Ties
* Cooperation on AI and semiconductors strengthens as both nations hedge against U.S. tariffs and seek self-reliance.
🏛️ Malaysian Governance & Society
👑 Sultan Nazrin Calls for Online UnityA strong message against hate and slander online — reminding Malaysians of cultural values and digital responsibility.
🛑 Gov’t Threatens TikTok With Legal Action
* Fahmi Fadzil criticizes slow moderation response, especially amid rising cybercrime scams.
* MCMC flags thousands of unresolved takedown requests.
🕊️ Global Figures
🕯️ Fashion Icon Giorgio Armani Passes at 91A five-decade legacy of elegance and leadership in global fashion — end of an era.
🎧 Listen Now for a deep dive into Malaysia’s financial gems and global trends shaping 2025!
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