Analysis
CKD readiness mitigates policy impact across most EV marques in Malaysia – MBSB
MBSB Research said Monday that completely knocked down (CKD) readiness will mitigate recent policy impact across most electric vehicle (EV) marques in Malaysia.
Malaysia tech seen entering earnings-driven upcycle despite pullback risks – analysts
Malaysia's technology sector is entering an earnings-driven upcycle as improving order books, rising book-to-bill ratios and sustained global spending on artificial intelligence infrastructure support growth prospects, analysts said, although they cautioned that the sector could face increased volatility after a strong rally this year.
Economists see AI boom sustaining Singapore growth momentum
Economists have on Monday foresee artificial intelligence (AI) boom to continue to drive Singapore's economy after the city state reported a resilient growth of 6 percent in the first quarter, underpinned mainly by strong AI demand.
Malaysia EV transition gathers pace, but structural hurdles temper outlook
Malaysia’s electric vehicle (EV) adoption is expected to continue its upward trajectory over the medium to long term, supported by policy incentives, shifting consumer behavior and gradual changes in fuel subsidy structures, although analysts caution that the transition will remain uneven due to infrastructure gaps and affordability constraints.
Malaysia semiconductor sector gains from China+1 Shift, AI data center demand – HLIB
Malaysia’s semiconductor industry is benefiting from accelerating China+1 supply chain diversification, deeper localization by global semiconductor equipment makers and rising demand for optical and power semiconductors tied to artificial intelligence (AI)-driven data center expansion, while a recovery at Intel is also providing support to the sector, Hong…
AMRO flags resource strains, limited spillovers from Malaysia data centers
Despite positive spillovers to economic growth and employment, several challenges lie ahead, such as natural resource constraints, limited domestic value added, and questionable impact on long-term employment, the ASEAN+3 Macroeconomic Research Office (AMRO) said Wednesday.
UOB Kay Hian foresees elevated orderbook in Malaysia’s RE driven by over 6.5GW of solar plant-ups
UOB Kay Hian expects total solar photovoltaic (PV) capacity to exceed 6.5GW over 2026 t0 2029 as the Malaysian government calls for tenders for the Large Scale Solar 6 (LSS6) and the take-off of Corporate Renewable Energy Supply Scheme (CRESS) projects.
Maybank sees data center infrastructure spending still accelerating in Malaysia
Data center infrastructure spending is still accelerating in Malaysia, with capacity pipeline in the country expected to reach 7.5GW over the next five to ten years, Maybank Investment Bank said on Monday.
Asia Pacific AI-driven data center boom reshapes Southeast Asia landscape
Asia Pacific (APAC) data center growth will remain strong through 2028, but future capacity expansion is expected to become increasingly concentrated in markets and operators capable of supporting artificial intelligence (AI)-grade workloads, large-scale financing and execution discipline, BMI Country Risk and Industry Research said Monday.
Grab’s record quarter signals growing shift In Southeast Asian food retail – BMI
Singapore-based Grab Holdings' record quarter has signaled growing shift In Southeast Asian food retail, BMI Country Risk and Industry Research said Wednesday.
