Analysis

BIMB sees investment potential in Malaysia’s climate-resilient infrastructure

Malaysia’s climate resilience investment opportunity extends beyond renewable energy and green buildings to infrastructure that can keep cities functioning during floods, heatwaves and other disruptions, BIMB Securities said on Thursday.

AI boom splits Asia-Pacific economy into K-shaped recovery, Moody’s says

The artificial intelligence (AI) boom is driving a sharp divergence across the Asia-Pacific economy, boosting exports, data-center investment and financial markets in technology-heavy economies while weaker-linked sectors face higher costs, trade disruptions and subdued domestic demand, Moody’s Analytics said on Wednesday.

CRESS acceleration package seen driving Malaysia renewable energy deals

Malaysia's renewable energy sector could see a stronger pipeline of corporate power purchase agreements over the coming months after the government cut the system access charge for firm supply under the Corporate Renewable Energy Supply Scheme (CRESS), with research houses expecting developers and data center operators to accelerate negotiations.

Vietnam wants crypto exchanges by Q3/2026, experts doubt feasibility

In May, Vietnam's Ministry of Finance said the country's official digital-asset exchange could see its first activity as early as the third quarter of 2026, with five companies making preparations.

Malaysia’s renewable energy delivery faces rising skills, contractor risks, BIMB Says

The rapid expansion of renewable energy projects is increasing execution risks related to workforce skills, site safety and contractor management, BIMB Securities said on last Friday.

Grab Holdings’ Atome deal to fuel fintech expansion – S&P

Grab Holdings Ltd.'s proposed acquisition of Atome Financial Singapore Pte. Ltd. will likely accelerate its growth in financial services, S&P Global Ratings said on Thursday.

Asian markets tighten scrutiny on AI demand as grid strain lifts thermal power’s upside – BMI

Asian markets have tightened scrutiny on artificial intelligence (AI) demand as grid strain lifts thermal power's upside, BMI Country Risk and Industry Research said on Thursday.

[Central Asia Rising] Kazakhstan’s venture market is growing up — and looking to China

Kazakhstan’s venture capital ecosystem is still young, but Askar Bilisbekov, CEO and board member of Alem Capital Management, sees room for growth through more institutional capital, stronger international links and deeper ties with China.

[Central Asia Rising] From Astana to Hong Kong: new capital routes for Central Asia

At an SCMP Live panel in Astana, representatives of AIX, HKEX, Alem Capital Management and Gobi Partners discussed how Central Asian companies could connect with international capital, and what a more diversified route beyond traditional resource and trade links might require.

Maybank holds positive view on data center expansion in Indonesia

Maybank Investment Bank has hold positive view on data center expansion in Indonesia while seeing the country’s potential as a data center hub is underpinned by three structural advantages: abundant renewable energy resources, extensive land and water availability, and a large, internet-savvy population of over 280 million.