Analysis
Philippine EV adoption to accelerate despite charging infrastructure constraints – BMI
BMI Country Risk and Industry Research has forecasted electric vehicle (EV) sales in the Philippines to increase by 11.2 percent year-on-year in 2026, from 29,479 units to 32,776 units.
Grab outlook resilient despite rising Foodpanda competition – Maybank
Grab Holdings’ outlook remains broadly constructive despite increasing competitive risks in Southeast Asia’s food-delivery market, with strong growth in its mobility business and continued improvement in deliveries margins providing support to the group’s earnings, according to Maybank Investment Bank said on Monday.
Power, water and connectivity are the new bottleneck in Malaysia’s AI era – BIMB
Power, water and connectivity are the new bottleneck in Malaysia's artificial intelligence (AI) era, BIMB Securities said on Thursday.
AI boom to keep Singapore manufacturing resilient – economists
Singapore's manufacturing sector is expected to remain supported by resilient demand from the global artificial intelligence (AI) infrastructure buildout, economists said, even as the pace of electronics output growth shows signs of moderating.
Chinese hyperscalers ramp up AI spending but trail US rivals – Moody’s
Chinese technology giants are rapidly increasing spending on artificial intelligence infrastructure but face greater financial constraints than their U.S. counterparts, whose larger and more profitable core businesses provide stronger cash flow and greater capacity to sustain heavy investment, Moody’s Ratings said on Thursday.
Southeast Asia’s EV sales accelerate as energy crisis continues
Electric vehicle (EV) sales are accelerating in Southeast Asia as energy crisis continues, Maybank Investment Bank said on Thursday.
AI is lifting one half of the world economy as geopolitical and trade strife weigh on the other – Moody’s
The global economy is running at two speeds - economies plugged into the artificial intelligence (AI) boom are racing ahead; those with weaker links to AI are struggling under geopolitical upheaval, trade conflict, and policy uncertainty, Moody's Analytics said on Tuesday.
Analysts see NEEAP 2.0 marks a structural shift in Malaysia’s energy-efficiency landscape
The National Energy Efficiency Policy and Action Plan 2026-2035 (NEEAP 2.0) marks a structural shift in Malaysia’s energy-efficiency landscape, providing a clearer implementation roadmap for mandatory energy management, reporting and periodic audits for qualifying energy consumers, progressively shifting adoption from voluntary towards regulation driven,…
RHB expects Malaysia’s technology sector momentum to remain intact into the second half on AI infrastructure spending
RHB Investment Bank expects Malaysia technology sector’s momentum to remain intact into the second half, supported by robust supply chain order flows amid elevated artificial intelligence (AI) infrastructure spending, an improving earnings growth trajectory, and positive management guidance.
Indonesia’s data center boom faces growing infrastructure challenges – BMI
Indonesia’s data center market is set for continued expansion, supported by international private capital, cloud adoption, data localization requirements and spillover demand from Singapore, but growing constraints around power, land, water, connectivity and renewable energy could increasingly challenge the country’s ability to sustain its growth, BMI…
