2026 Bursa Investment Theme

East Malaysia, Utilities, Consumer, Tourism, Asset Rotation, and continued FDI are some themes that may play out in the upcoming year which could affect profitability and fund flows

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DoitDuit | Your Investing Friend & Ren 🗿
January 09, 2026

Key Summary:

(1) Construction projects and East Malaysia will continue to be in focus.

(2) Utility Players are gearing up to upgrade their respective infrastructure.

(3) Medical Tourism could be a less talked about beneficiary from a low base.

(4) Cash handouts expected to continue supporting consumer businesses, but many are already at premium valuations.

Disclaimer: This article is in no way financial advice, nor solicitation to buy or sell shares in this company. It is purely for educational purposes only. You are highly recommended to conduct all necessary due diligence and make your own informed decisions before making any financial decisions. The writer owns shares in some of these companies and may at any point in time increase or reduce their position without prior notice. Do not try to copy trade!

This will be a high level overview of what I think the Bursa Malaysia market will be reacting and paying attention to in the coming year; involving mostly anticipated news flow at the local level that may give real economic impact to companies within the space, but ignores the broader global macroeconomic environment. Since this is a more qualitative top-down view, I won’t be drilling into the numbers of each company mentioned.

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