Analysis

Maybank Investment Bank said Wednesday that it sees minimal impact from Indonesia's new tax on e-commerce platforms as it believes consumers can absorb the 0.5 percent tax.

MIDF Research said Tuesday that Malaysia's curbs on US-origin artificial intelligence (AI) chips unlikely to affect data center investments in the country.

Analysts have foreseen strong momentum ahead for Malaysia's renewable energy sector, anchored by strong policy pipeline.

Kenanga Research has foreseen Malaysia's logistics sector to ride on e-commerce boom.

Maybank Investment Bank said Malaysia's data center momentum may stall if the country and Thailand face chip curbs from the United States.

MIDF Research said Monday that it sees limited impacts on Malaysia's data centers despite Malaysia and Thailand may be on US's artificial intelligence (AI) chips restriction list.

The Southeast Asia (SEA) Monthly Funding Tracker for June 2025 shows a modest recovery from the previous month, with total funding of $284.7 million across 10 rounds. This reflects a 2.12 percent increase from May 2025 but marks a 37.27 percent decline compared to $453.8 million in June 2024.

Analysts have foreseen electric vehicles (EVs) to gain tractions in Malaysia underpinned by EVs-related investment in the country.

MIDF Research has on Thursday maintained its positive outlook on Malaysia's data center despite news reports have surfaced, alleging that Chinese firms were training their artificial intelligence (AI) models at a data center in Malaysia that are powered by Nvidia chips.

S&P Global Ratings has affirmed Singapore-based mobility, delivery, and digital financial services provider Grab Holdings 'BB-' rating with stable outlook as it sees the firm can absorb $1.5 billion bond issuance.