Budget 2027 Solar Proposals Put Battery Economics and Incentive Design in Focus
Industry requests for battery support and larger home solar installations put lifetime costs and incentive design at the centre of Budget 2027 discussions.
Development & Sustainability
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Japan–US Chip-Factory Talks Highlight the Need to Separate Investment Proposals from Committed Capital
A reported semiconductor proposal within the Japan–US investment agreement highlights the gap between strategic discussions and binding capital commitments.
DBS Vault Expansion Strengthens Singapore’s Gold Hub Infrastructure
DBS’s increased bullion storage capacity adds infrastructure to Singapore’s gold hub plans, while other lenders’ reported expansion discussions remain tentative.
Renminbi Moves Beyond Trade Settlement as ASEAN Firms Explore Financing and Capital Markets
ASEAN companies are increasingly using the renminbi beyond trade settlement, with financing, treasury management and offshore capital markets emerging as the currency’s next growth areas.
Solar Incentive Proposal Puts Installation Costs at the Centre of Malaysia’s Energy Transition
A proposal to support solar companies puts installation affordability and customer outcomes at the centre of Malaysia’s rooftop energy transition.
Sondhi’s New Campaign Brings Street-Politics Risk Back Into Thailand’s Business Outlook
Sondhi's Take Back Thailand campaign seeks sustained pressure on Anutin's government, but its scale and commercial effects remain unestablished.
Malaysia’s Australia-Exposed Companies Face an Execution Test Behind the Growth Opportunity
Australian infrastructure, renewable-energy and property opportunities put Malaysian companies' project execution, funding and cash conversion in focus.
Singapore’s August Non-Oil Exports Jump 46.2% as Electronics Lead the Surge
Singapore’s non-oil domestic export growth is led by electronics, making product mix, customer exposure and the distinction between trade measures essential.
Takaichi’s Planned Cabinet Continuity Leaves Japan’s Fiscal Credibility in Focus
Expected ministerial continuity supports policy execution, but investors still need to assess Japan’s enacted fiscal measures and their funding.
GAC–FAW Equity Proposal Puts China’s Auto Consolidation and Capacity Discipline in Focus
GAC’s proposed share-based acquisition raises questions about dilution, joint-venture structure and whether ownership changes can improve capacity discipline.