Analysis
[Central Asia Rising] From Astana to Hong Kong: new capital routes for Central Asia
At an SCMP Live panel in Astana, representatives of AIX, HKEX, Alem Capital Management and Gobi Partners discussed how Central Asian companies could connect with international capital, and what a more diversified route beyond traditional resource and trade links might require.
Maybank holds positive view on data center expansion in Indonesia
Maybank Investment Bank has hold positive view on data center expansion in Indonesia while seeing the country’s potential as a data center hub is underpinned by three structural advantages: abundant renewable energy resources, extensive land and water availability, and a large, internet-savvy population of over 280 million.
AI boom is a growth cushion for SEA amid mounting energy, tariff, and weather risks – Moody’s
Moody's Analytics sees the artificial intelligence (AI) boom is a growth cushion for Southeast Asian region amid mounting energy, tariff, and weather risks.
Philippine EV adoption to accelerate despite charging infrastructure constraints – BMI
BMI Country Risk and Industry Research has forecasted electric vehicle (EV) sales in the Philippines to increase by 11.2 percent year-on-year in 2026, from 29,479 units to 32,776 units.
Grab outlook resilient despite rising Foodpanda competition – Maybank
Grab Holdings’ outlook remains broadly constructive despite increasing competitive risks in Southeast Asia’s food-delivery market, with strong growth in its mobility business and continued improvement in deliveries margins providing support to the group’s earnings, according to Maybank Investment Bank said on Monday.
Power, water and connectivity are the new bottleneck in Malaysia’s AI era – BIMB
Power, water and connectivity are the new bottleneck in Malaysia's artificial intelligence (AI) era, BIMB Securities said on Thursday.
AI boom to keep Singapore manufacturing resilient – economists
Singapore's manufacturing sector is expected to remain supported by resilient demand from the global artificial intelligence (AI) infrastructure buildout, economists said, even as the pace of electronics output growth shows signs of moderating.
Chinese hyperscalers ramp up AI spending but trail US rivals – Moody’s
Chinese technology giants are rapidly increasing spending on artificial intelligence infrastructure but face greater financial constraints than their U.S. counterparts, whose larger and more profitable core businesses provide stronger cash flow and greater capacity to sustain heavy investment, Moody’s Ratings said on Thursday.
Southeast Asia’s EV sales accelerate as energy crisis continues
Electric vehicle (EV) sales are accelerating in Southeast Asia as energy crisis continues, Maybank Investment Bank said on Thursday.
AI is lifting one half of the world economy as geopolitical and trade strife weigh on the other – Moody’s
The global economy is running at two speeds - economies plugged into the artificial intelligence (AI) boom are racing ahead; those with weaker links to AI are struggling under geopolitical upheaval, trade conflict, and policy uncertainty, Moody's Analytics said on Tuesday.
