@ADZO — Macro Decoded

Most Malaysians put their savings in a fixed deposit earning 2–3% a year. Meanwhile, the Malaysian stock market delivered 4.5% in dividends alone last year — before any capital gains.                      In this episode, I break down why 2026 may be one of the most compelling entry points for Malaysian equities in years — and why the case is simpler than most people think.                                                                   What we cover:                                                                                                                                                                                            - Why Malaysia's 6.3% GDP growth matters for your investment returns  - Four structural tailwinds: 43 million tourists, RM144 billion in tech FDI, a government-backed capital market expansion, and Asia's strongest currency in 2025                                          - Why Malaysian stocks are cheaper than most regional peers — and pay you more while you wait                                                                     - The BM Financial Services Index breakout: what the chart is telling us                                                                                                                                  - EPF vs. unit trust: which is right for your situation                                                                                                                                                   - A plain-English return model — base case, bear case, bull case                                                                                                                                        This is not financial advice. It's a framework for thinking clearly about where your money works hardest.                                                                                                                   Resources:                                                                                                                                                                                                Full article + charts: adezeno.com/posts/why-malaysia-2026         --- Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Unit trust investments carry risk and are not capital guaranteed. Please consult a licensed financial adviser before investing.                                           

Three independent supply shocks — Liberation Day tariffs, the Iran-Hormuz crisis, and retaliatory trade disruption — are converging on the 2026 U.S. crop cycle. A macro framework for agricultural commodity repricing. Read the full article at adezeno.com

The Hormuz Strait is back in the news. Oil markets are rattled. But this has happened before — in 1973, an Arab oil embargo sent shockwaves through the global economy. How does Today's supply shock compare, and what should Malaysian investors do about it?

 ▎ A Fundstrat chart circulating in macro circles shows Ethereum up 17%, Energy up 13%, and Bitcoin up 12% since the Iran conflict began. It looks bullish. But three words in the subtitle change everything: "Relative to S&P 500."                                                                                  ▎ In this episode, I break down how relative performance charts work, why they're designed to frame losses as wins, and what the actual numbers look like when you do the arithmetic.               ▎ Read the full article with interactive charts: https://adezeno.com/posts/relative-performance-trick.html                              ▎ ---Audio generated with NotebookLM based on original analysis by Adezeno.