Tech Sector Faces Adjustment Pressure, Energy Benefits from Rising Oil Prices

March 8, 2026
Sector Analysis
Bloomberg

The technology sector saw a 1.5% decline this week due to valuation concerns and global interest rate expectations. Conversely, the energy sector gained 2.3%, propelled by Brent crude prices surpassing US$85 per barrel, indicating a shift in investor focus towards commodities.

Sector performance on Bursa Malaysia was polarized this week. The technology sector index declined by 1.5%, primarily influenced by global tech stock valuation adjustments and expectations of US interest rate hikes. Investor risk appetite for high-growth tech stocks decreased, putting pressure on key players like Inari Amertron. Conversely, the energy sector showed robust performance, with its index rising by 2.3%. This surge was driven by persistently high international oil prices, as Brent crude breached US$85 per barrel this week, fueled by geopolitical tensions in the Middle East and global supply concerns. Energy-related companies such as Dialog Group and Petronas Chemicals were consequently favored, with investors optimistic about their earnings outlook. This sector rotation reflects the market's sensitivity to evolving macroeconomic conditions.
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