Malaysia equities in 2026: Five themes to watch, from infrastructure to IPOs

[KUALA LUMPUR] Malaysia’s equity bulls are stepping into 2026 with a familiar wish list: bigger infrastructure cheques, a faster green-energy build-out, a firm ringgit and a livelier initial public offering (IPO) calendar.

However, they are ushering in the new year with one eye firmly on external shocks, from trade flare-ups to China spillovers.

With reforms and project roll-outs likely to speed up ahead of a potential 2027 election, investors are watching for a steadier stream of infrastructure awards, as well as funding calls.