Analysis
AI Nation 2030 to shift Malaysia beyond data centers towards AI value creation – MBSB
MBSB Research said Thursday that it viewed Malaysia's AI Nation 2030 positively, being the policy bridge between Malaysia’s current data center investment cycle and the next phase of domestic artificial intelligence (AI) value creation.
[Discover Vietnam Tech] Vietnam tech ecosystem enters “quality first” era as investors bet on global ambition
Following a multi-year funding winter, Vietnam’s tech ecosystem is undergoing a flight to quality, driven by high talent density, disciplined unit economics, and a "Vietnam+" playbook where startups leverage local engineering talent to build for global markets. According to Vietnam-based venture capital firm Ascend Vietnam Ventures (AVV), early-stage…
AI is transforming climate-risk management across Malaysia’s industries – BIMB
BIMB Securities said Tuesday that artificial intelligence (AI) is transforming climate-risk management across industries, and key sector beneficiaries included utilities and energy; banks and insurers; plantations and agriculture; infrastructure and property.
Singapore to retain top Southeast Asia data center status despite capacity constraints – BMI
Singapore is expected to retain its position as Southeast Asia's premier data center hub despite mounting power and land constraints, but stricter sustainability requirements will continue to limit new capacity and push more investment into neighboring Malaysia and Indonesia, BMI Country Risk and Industry Research said in its recent report.
Uber’s potential ASEAN return via Foodpanda deal could reshape regional competition – Maybank
Uber’s proposed $15 billion acquisition of Delivery Hero could mark the ride-hailing giant’s return to Southeast Asia eight years after exiting the region, potentially reshaping competition across ASEAN’s on-demand services market, Maybank Investment Bank Research said Monday.
Analysts view LSS6 a significant positive for Malaysia’s renewable energy ecosystem
Analysts view the sixth phase of the Large Scale Solar program (LSS6) as a significant positive for Malaysia’s renewable-energy ecosystem, which is now shifting towards hybrid solar-plus-storage projects.
ASEAN emerges as key market, manufacturing hub for EVs – BMI
As electric vehicle (EV) adoption accelerates across South East Asia, ASEAN is evolving from an emerging demand center into an increasingly important manufacturing and supply-chain hub, BMI Country Risk and Industry Research said Thursday.
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.
