High-value sectors main thematic play of budget


PETALING JAYA: Construction, industrial, renewables, technology and electronics manufacturing services (EMS) are expected to be the key thematic plays following Budget 2026, according to analysts.

This outlook is underpinned by the government’s continued emphasis on high-value sectors, including a strategic push in artificial intelligence (AI) to strengthen the upstream technology ecosystem, as well as a focus on renewable energy (RE) development.

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Budget 2025 , beneficiary , sector , KLCI , Bursa Malaysia

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