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Market Watch

Market Watch

Can Budget 2027 Keep Investors Confident?

Oct 9, 2026 · 12 min · 8 segments

With Budget 2027 tabled on the 9th Oct, what will investors need to see to stay confident in Malaysia, especially after foreign funds turned net sellers of Malaysian government bonds in September?…

With Budget 2027 tabled on the 9th Oct, what will investors need to see to stay confident in Malaysia, especially after foreign funds turned net sellers of Malaysian government bonds in September? Globally, AI-related debt issuance has passed US$575 billion this year, while TSMC’s record quarterly revenue strengthens the case for the AI boom. Meanwhile, Brent crude is back above US$100 a barrel on Middle East disruptions, and gold is struggling to recover from a two-month low. Song Seng Wun, Independent Economist, breaks down what this means for markets in the region. Image Credit: Shutterstock See omnystudio.com/listener for privacy information.

With Budget 2027 tabled on the 9th Oct, what will investors need to see to stay confident in Malaysia, especially after foreign funds turned net sellers of Malaysian government bonds in September?…

Spotify Apple Podcasts YouTube Website

Speakers: Song Seng WunGuestRich BradburyHostFrankie LimHost

Top entities: TSMC×4 BFM 89.9×10 Malaysia×12 Shutterstock×2 Middle East×4

Show signals: SuitabilitySafeBiasNot politicalAudience≈1.2M followers

Global Markets and Oil Prices0:24 – 1:17

Frankie LimHost

0:24

US stocks were mixed as oil futures jumped, volatility continued in bond markets and doubts surfaced about AI profits.

Frankie LimHost

0:32

So in the US, the Dow Jones index was the only index that closed up at 0.1%, S&P 500 was down 0.5% and Nasdaq was down 1.3%.

Frankie LimHost

0:43

Now, over to Asian markets, it's big, dark red yesterday.

Frankie LimHost

0:47

Nikkei was down 1.4%.

Frankie LimHost

0:50

Hang Seng was down 1.4%.

Frankie LimHost

0:52

Shanghai Composite was down 0.8%.

Frankie LimHost

0:55

Now, Singapore STI Index was down by a whooping 3.5% yesterday.

Frankie LimHost

1:00

And our very own FBMKLCI closed down 0.7% at 1,601 points.

Frankie LimHost

1:07

And today, likely, I think it may drop below that threshold.

Frankie LimHost

1:10

Just looking at the cost speed today as well, that dropped 2.62%.

Frankie LimHost

1:13

Oh,

Rich BradburyHost

1:14

dear.

Rich BradburyHost

1:14

And for those of you watching oil, it's currently at $104.28 a barrel.

TSMCCompanySemiconductor manufacturing company
98%4 mentions
BFM 89.9Radio StationRadio station
93%10 mentions
MalaysiaCountryCountry in Asia
89%12 mentions
ShutterstockCompanyPhotograph company
84%2 mentions
Middle EastAdministrative AreaRegion
80%4 mentions
Brent CrudeEntity
75%3 mentions
FTSE Bursa Malaysia KLCIEntityStock market index
70%2 mentions
ChinaCountryCountry in East Asia
66%3 mentions
AsiaContinentContinent
61%3 mentions
Artificial intelligenceEntityProfessional field
57%2 mentions
SingaporeCountryCountry in Asia
52%2 mentions
Samsung ElectronicsCompanyConsumer electronics company
48%3 mentions
Donald TrumpPerson45th and 47th U.S. President
43%2 mentions
Hang Seng IndexEntityStock market index
39%1 mention
SSE Composite IndexEntityStock market index
34%1 mention
NasdaqEntityStock exchange
27%1 mention
S&P 500EntityStock market index
27%1 mention
Dow Jones Industrial AverageEntityStock market index
20%1 mention
Space Exploration Technologies Corp.CompanyAerospace company
14%1 mention
TencentCompanyCompany
14%1 mention
Federal Reserve SystemGovernment OrganizationCentral bank
7%1 mention
South KoreaCountryCountry in East Asia
2%1 mention

Equity MarketsFinance > Financial Markets
AI Infrastructure InvestmentTechnology > Artificial Intelligence
Government BondsFinance > Fixed-Income Markets
Global Stock IndexesFinance > Financial Markets > Equity Markets
US and Asian Market DeclinesFinance > Financial Markets > Equity Markets > Global Stock Indexes
Malaysia Fiscal PolicyGovernment > Public Finance
Budget 2027Government > Public Finance > Malaysia Fiscal Policy
Fiscal Discipline and Cost-of-Living ReliefGovernment > Public Finance > Malaysia Fiscal Policy > Budget 2027
Malaysian Government BondsFinance > Fixed-Income Markets > Government Bonds
Foreign Investor Selling and Capital FlowsFinance > Fixed-Income Markets > Government Bonds > Malaysian Government Bonds
AI-Related Debt IssuanceTechnology > Artificial Intelligence > AI Infrastructure Investment
Semiconductor Demand and Profitability RiskTechnology > Artificial Intelligence > AI Infrastructure Investment > AI-Related Debt Issuance
Middle East Supply DisruptionsEnergy > Oil and Gas > Crude Oil Markets
Higher Energy Costs and Inflationary Growth RisksEnergy > Oil and Gas > Crude Oil Markets > Middle East Supply Disruptions
Financial MarketsFinance
Oil and GasEnergy
Fixed-Income MarketsFinance
Crude Oil MarketsEnergy > Oil and Gas
Public FinanceGovernment
Technology
Government
Energy
Finance
Artificial IntelligenceTechnology

Global Markets and Oil Prices0:24 – 1:17

Frankie LimHost

0:24

US stocks were mixed as oil futures jumped, volatility continued in bond markets and doubts surfaced about AI profits.

Frankie LimHost

0:32

So in the US, the Dow Jones index was the only index that closed up at 0.1%, S&P 500 was down 0.5% and Nasdaq was down 1.3%.

Frankie LimHost

0:43

Now, over to Asian markets, it's big, dark red yesterday.

Frankie LimHost

0:47

Nikkei was down 1.4%.

Frankie LimHost

0:50

Hang Seng was down 1.4%.

Frankie LimHost

0:52

Shanghai Composite was down 0.8%.

Frankie LimHost

0:55

Now, Singapore STI Index was down by a whooping 3.5% yesterday.

Frankie LimHost

1:00

And our very own FBMKLCI closed down 0.7% at 1,601 points.

Frankie LimHost

1:07

And today, likely, I think it may drop below that threshold.

Frankie LimHost

1:10

Just looking at the cost speed today as well, that dropped 2.62%.

Frankie LimHost

1:13

Oh,

Rich BradburyHost

1:14

dear.

Rich BradburyHost

1:14

And for those of you watching oil, it's currently at $104.28 a barrel.

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