Analysis
AMRO sees fragmented systems, regulatory alignment, and cybersecurity as challenges for ASEAN regional payment connectivity
While ASEAN's regional payment connectivity (RPC) is making good progress, ASEAN+3 Macroeconomic Research Office (AMRO) sees some challenges, including fragmented systems, regulatory alignment, and cybersecurity remain.
Maybank sees Trump administration’s reciprocal tariffs-driven macro factors to weigh on Malaysia’s semiconductor sector
United States President Donald Trump administration’s reciprocal tariffs (RT) driven macro factors are expected to weigh on Malaysia's semiconductor sector, Maybank Investment Bank said Friday.
Maybank sees acquisition of Gojek to be the most favorable scenario for Grab
While there have been numerous media reports in the past weeks of a potential merger between Grab and GoTo, Maybank Investment Bank opined that acquisition of Gojek would be the most favorable scenario for Grab, leading to maximum synergies while preserving balance sheet strength.
Telcos turn to the cloud to power AI innovation
Resilient, scalable cloud infrastructure empowers Asia Pacific’s Telcos to sustainably drive new revenue streams, enable AI-powered customer experiences, and accelerate modernization initiatives
TNGlobal Tracker: Startup Funding Snapshot for February 2025
The Southeast Asia (SEA) Monthly Funding Tracker for February 2025 indicates that funding activity slowed during the month. Total funding amounted to $92.9 million across 18 rounds, marking a decline of 86.56 percent compared with January 2025 and a 69.03 percent decline from February 2024.
Analysts see Malaysia’s partnership with Softbank’s Arm to ignite front-end semiconductor value chain
Analysts said Thursday that Malaysia's partnership with Softbank-backed semiconductor firm Arm Holdings will ignite the front-end semiconductor value chain in the country.
Maybank foresees positive synergy from potential Grab-Gojek merger
Maybank Investment Bank said Thursday that the potential merger deal between Grab and Gojek could lead to annual synergies of $106 million to $209 million and as such would be positive.
Hong Leong sees Malaysian government supportive policies to provide competitive advantage in data center amid US AI chip curbs
While the recent US Framework for AI Diffusion presents a dent to Malaysia’s booming DC space, Hong Leong Investment Bank Research said Wednesday that Malaysian government supportive policies will provide a competitive advantage in data center (DC) investment.
RHB turns cautious on Malaysia’s data center as US AI diffusion rules present structural risk
RHB Investment Bank is turning cautious on Malaysia's data center (DC) as the US artificial intelligence diffusion (USAID) rules present a structural risk to the multi-year growth story.
MIDF: fear over US AI chip export curbs impact on Malaysia’s data center development may have been overblown
MIDF Research said Monday that the fear over the United States' artificial intelligence (AI) chip export curbs on Malaysia's data center development may have been overblown.
