Azharuddin | Azha Investing
Individual investor sharing daily FX and Asian equity insights, including Malaysia stocks and macro commentary.
KLCI Hits March High, Tech & Commodities Lead Gains
KLCI highest close since 18 March +2.5% YTD. Outshone other markets yesterday; main themes were tech/DC, commodity. Large caps/KLCI Top 5 movers yesterday: •P Chem +6.3% •MRDIY +4.3% •P Metal +2.7% •YTLP +2.3% •YTL 2.0% Mid-caps FBM70 continues to outperform +7.2% YTD. Still positive on commodities (and related), tech (selective), banks (lag play).
Asian Markets Hit Record Highs; Malaysia Lags Behind
Saham cheering ceasefire extended “indefinitely”. •US record high. Early morning: •Japan hit 60K pertama kali dlm sejarah •S Korea up 2% extending record high. Malaysia opens soon, smlm down 5 points. Hope for a better day. SC says sedang usaha utk naikkan weighting...
Malaysian Banks Rally, Need Re‑rating to Match Regional Peers
Bank stocks seeing follow thru from yesterday. •Bursa Finance Index highest in 3wks, >20K •CIMB & Public highest since end-March. •Mid-sized RHB & AM up >1% •Still attractive DY >5%, ~1.1x PBV (large banks) As discussed recently, Malaysia’s KLCI NEEDS the banks to re-rate...
Q1 GDP Hits 5.3% Despite Sector Slowdown
1Q GDP (advanced estimate) 5.3% as projected. Slowdown seen across all sectors. By sectors (vs 4Q25): •Services 5.4% (4Q25: 6.3%), •Manufacturing 5.8% (6.1%), •Construction 7.8% (11.0%), •Agriculture 2.8% (5.4%) •Mining & quarrying -1.1% (+2.0%) Sumber DOSM Still good growth nonetheless. BNM full year...
Malaysia Q1 GDP Expected Around 5.5% YoY, Outpacing Forecast
GDP Msia 1Q 2026 (advanced) akan di umum Oleg DOSM Jumaat 17/4. Expectation: Expect ~5.5% YoY (4Q25: 6.3%). BNM forecast is 4.0-5.0% full 2026. 1Q GDP (YoY) minggu ini: •China. 5.0% above forecast 4.8%, stronger vs 4.5% in 4Q25. •Spore. 4.6% below forecast...
Asian Markets Set to Hit New Records Amid US Rally
US stocks at new record. The war trade continues unwinding. Which markets in Asia will likely make new highs/2026 high? Most probably same ones pre-War. •Spore - already near record •Japan - testing 59K •Thai - reopens today after long holiday •S...
Unlock Malaysia Banking Secrets & RM1M Blueprint
Join us on 9 May for an exclusive investing deep-dive, in collab with Shinji Ong of The Futurizts @thefuturizts What’s on the Agenda: •Malaysia Banking sector: Mastering fundamentals, key metrics, & reliable passive income strategies—by me, Azha •The RM1 mil Blueprint: Shinji’s personal...
Markets Shift From Fear to Fundamentals, Target Energy, Banks
Market is repricing from extreme fear back to fundamentals. What’s happening? •Unwinding of geopolitical risk built during initial escalation of war. •Talks continuing, probability of extreme outcomes declining—for now. •Stocks rebounding, USD softening, oil down from elevated levels, gold resilient. Opportunities...
Ringgit Surges as War Risks Fade and USD Weakens
Ringgit “trumps” semua currency, consolidating ~3.95 vs USD as war risk dissipates. Ringgit today against: •Spore $. Highest since 26 Mar. •Rupiah. 4335.5 Rp just below ATH. (Or RM230 per 1mil Rp) •Yen. Above 40 Yen, up 0.7% Why? •US-Iran mngkin bincang semula....
Indonesia Approves US Request for Overnight Airspace Access
Not bad lah Indonesia… “The U.S. is seeking "blanket overnight access" for American military aircraft through Indonesian airspace, several media outlets reported on Sunday, adding that President Prabowo had APPROVED the proposal.” Let’s wait for confirmation.
Trump Threatens Hormuz Blockade, Demands Direct Call
Trump pula nak block Strait of Hormuz yg dah di blocked. We need to have a phone call with Trump, otherwise no one’s getting oil.
US Core Inflation Jumps to 3.3% Amid Iran War
Latest. Inflasi Mac 2026 US: Spiked to 3.3%, tertinggi hampir 2 tahun (Feb: 2.4%). Kenaikkan di sebab perang US-Iran driving up energy cost. Possibly no rate cut US in 2026 jika trend crude oil dan perang berterusan. “Figures came in line...
Petroleum Prices Stay High as Gulf Tensions Persist
Harga produk petroleum belum pasti turun masa terdekat. Ceasefire pun masih rapuh. Lapuran Bloomberg situasi Hormuz: • “Time will tell whether it is a pause or a peace but, in the meantime, it is highly unlikely that trade into the...
Fiscal Strain Drives Rupiah to Record Low
Rupiah at Record Low of 17,080. It’s not just the war. Polisi fiskal memberi bebanan. Between 2025 and April 2026: •Rupiah jatuh 5% in 2025 •Deficit 2.92% of GDP, widest in several years. •Foreign investors sold off bonds •Bank Indonesia (BI) buys govt bonds...
CIMB's Customer Service Blames Busy Lines, Not Help
CIMB sidai saya a few times today. Called them to ask them about my World Mastercard. They said “can’t transfer to fraud dept because line busy.” Also said “we tried calling you but couldn’t get maybe You blocked the number?” 🤔...