Analysis
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.
AI boom is a growth cushion for SEA amid mounting energy, tariff, and weather risks – Moody’s
Moody's Analytics sees the artificial intelligence (AI) boom is a growth cushion for Southeast Asian region amid mounting energy, tariff, and weather risks.
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.
