Analysis
Analysts see silver lining from the Iran War for Malaysia’s renewable energy sector
The Iran War has provided a silver lining for renewable energy (RE) in Malaysia due to rising grid power cost as a result of higher fuel prices (coal and Tier 2 gas) which has improved the economics for RE and driven stronger demand for RE as a cheaper alternative among consumers, analysts said in recent reports.
Asia remains at the center of the transformational AI investment story
Asia remains at the center of the transformational artificial intelligence (AI) investment story, as it expands from a narrow focus on chips and data centers to a much larger ecosystem spanning memory, compute, power infrastructure, grid upgrades, industrial systems and advanced manufacturing, MetLife Investment Manager and PineBridge Investments said on…
Singapore’s e-commerce growth stays strong, ride-hailing faces fuel pressure – Maybank
Maybank Investment Bank has expected e-commerce competition in Singapore to remain stable and growth elevated in the second half. However, it sees ride hailing services may see softness owing to higher fuel prices.
AI demand powers Malaysia tech outlook despite risks – analysts
Artificial intelligence (AI) and data center-related demand is expected to remain the key growth driver for Malaysia’s technology sector in the second half of 2026, supported by sustained hyper scaler spending and a global semiconductor industry riding an AI-led investment boom, according to several research houses.
Malaysia’s renewable energy sector remains on track to achieve 32 pct installed capacity target in 2026 – Hong Leong
Malaysia’s renewable energy (RE) sector remains on track to achieve its 32 percent installed capacity target in 2026, Hong Leong Investment Bank Research said Tuesday.
AI data center boom tests Malaysia’s power, water and talent limits – AMRO
Malaysia’s rapid emergence as a regional data center hub amid the global artificial intelligence (AI) boom is creating new strains on power, water and talent resources, raising questions about how sustainable the sector’s growth will be over the longer term, ASEAN+3 Macroeconomic Research Office (AMRO) said Tuesday.
Malaysia’s EV push shifts to localization as import curbs reshape market
New rules on imported electric vehicles (EVs) are expected to accelerate local assembly in Malaysia, but analysts say rising competition and softer demand could limit broader industry gains.
Physical AI shift lifts ASEAN telecom outlook, says Maybank
The shift toward “physical artificial intelligence” applications such as autonomous vehicles, robotics and industrial automation could reshape demand for telecom networks and support a stronger outlook for ASEAN and China operators, Maybank Investment Bank said Thursday.
Sea’s AI assistant Migoo could create long-term optionality, says Maybank
Singapore tech group Sea Ltd’s potential artificial intelligence (AI) assistant “Migoo” could evolve into a daily-use personal AI layer that strengthens user engagement and creates long-term optionality for its e-commerce and digital finance ecosystem, Maybank Investment Bank said.
MBSB sees positive impacts of data center development to Malaysia economic growth and various sectors
MBSB Research said Wednesday that it sees positive impacts of data center development to Malaysia economic growth and various sectors.
