Episode
Is RM1.99 Petrol Over? | Why Malaysia Wins FDI | Billionaires Eye GE16
- Podcast
- Are We OK?
- Published
- Jun 9, 2026
- Duration seconds
- 3535
- Processing state
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Summary
In this episode of Are We OK, we sit down with Yun Liu, Senior ASEAN Economist at HSBC, to discuss why Malaysia is Asia’s "quiet overachiever". We break down the hard fiscal truths behind Malaysia's massive petrol subsidies as global oil prices surge past $100 , and examine what international investors are looking for ahead of the upcoming GE16 election. We also dive into "durian economics" explaining how Vietnam rapidly captured China's massive market over Malaysia —and look at the structural hurdles and shifting supply chains shaping the future of ASEAN. 00:00 - Trailer 00:26 - Intro & Guest Introduction: Meeting HSBC's Yun Liu 01:45 - From the IMF to Hong Kong: Yun Liu's Global Background 12:37 - Mapping the ASEAN Economy: Who is Leading the Race? 14:31 - The Massive Footprint of Chinese FDI in Southeast Asia 16:17 - What Does an Economist Actually Do? 21:57 - Durian Economics: Why Vietnam is Crushing Malaysia in Exports 31:04 - Diversity in ASEAN & Penang as the Silicon Valley of the East 34:10 - Deep Dive into Vietnam's Rapid Economic Rise & Energy Risks 41:10 - Malaysia: Asia's Quiet Overachiever? 43:23 - The Ticking Fiscal Cost of RM1.99 Petrol 48:32 - Prediction Time: What Global Investors Expect From GE16 52:17 - Outro: Ipoh Dreams & Unforgettable Malaysian Hospitality #AreWeOK #MalaysiaEconomy #GE16 #HSBC #YunLiu #DurianEconomics #MusangKing #Subsidies #ASEAN #FDI #PenangSiliconValley #VietnamEconomy #MalaysianPolitics #FiscalReform