Trusted Insights. Asian Perspective.
The massive $200 billion AI capital expenditure wave is challenging traditional quarterly EPS metrics, driving Wall Street toward cash flow and ROIC valuation frameworks.
Malaysia is addressing structural productivity and labor efficiency bottlenecks to sustain its robust 6.0% GDP growth trajectory into the second half of 2026.
Malaysia is engaging Indonesian leadership to resolve Felda's RM2.5 billion legacy investment in Eagle High Plantations, seeking an orderly capital recovery framework.
OpenAI has reduced developer API pricing for its frontier GPT models by over 20%, lowering the cost of intelligence and intensifying competition across the global AI ecosystem.
TikTok has finalized a $400 million settlement with US regulators over children's privacy compliance, mandating strict algorithmic reforms and age verification overhauls.
Pan-Asian data center operator DayOne has secured a US$237 million syndicated loan for its flagship Hong Kong hyperscale facility, accelerating expansion ahead of a US IPO.
MDEC has expanded its 50% matching grant rollout to accelerate enterprise AI adoption and digital workflow automation across Malaysia’s vital SME business ecosystem.
Record corporate debt issuance by Big Tech hyperscalers to fund over $200 billion in AI data center capex is reshaping corporate bond supply and credit yield dynamics.
Bursa Malaysia and the Securities Commission are rolling out the MY Value-Up programme, mandating ROE benchmarks and capital discipline to unlock equity valuations.
Malaysian businesses are navigating proposed statutory minimum wage adjustments from RM1,500 toward RM1,800, balancing higher payroll costs with automation investments.
