China’s US$54 Billion Capital Push Reinforces Its State-Led Growth Strategy
: China’s US$54 billion capital programme will strengthen major banks and insurers, but investors must assess whether new capacity produces productive lending and returns.
Tag: EXCLUSIVE
More Than a Massage: How Blind Therapists Are Building Independent Livelihoods in Malaysia
From PB Blind Massage in Brickfields to formal vocational training programmes, massage therapy has become an important pathway towards employment and financial independence for visually impaired Malaysians.
Healthcare AI’s Rapid Expansion Raises the Bar for Measuring Real Returns
Healthcare organisations are deploying specialised AI faster than the wider economy, yet clinical safety and complex workflows make credible return measurement unusually demanding.
Global Money Funds Draw US$46.1 Billion as Risk Aversion Builds
Investors added US$46.1 billion to global money-market funds in the week to 2 September as geopolitical and rate uncertainty increased demand for liquidity.
China’s AI Margin Trade Deleverages as Yields and Inflation Risks Rise
China’s AI equity trade is entering a more selective phase as leveraged positions shrink and higher global yields intensify scrutiny of valuations and cash flows.
Anthropic’s Planned US$15 Billion Credit Line Signals IPO-Scale Ambition
Anthropic is reportedly finalising an expansion of its revolving credit facility to US$15 billion ahead of an anticipated public listing.
China’s Factory Floors Become a New Due-Diligence Route for Global Technology Investors
Foreign investors and corporate executives are increasingly visiting Chinese factories to assess advances in artificial intelligence, robotics, batteries and electric vehicles.
Bank Negara Rate Decision Puts 2.75% OPR and Ringgit Risks in Investor Focus
Bank Negara Malaysia is due to announce its next decision on 3 September, with the Overnight Policy Rate at 2.75% after being maintained in July. Ahead of the decision, the FBM KLCI rose 1.07 points to 1,701.61 at midday, while expectations favoured no change amid resilient growth and contained inflation.
Anthropic’s US$35 Billion Lambda Deal Accelerates AI Data-Centre Investment
Anthropic’s US$35 billion agreement with Nvidia-backed Lambda secures Texas computing capacity while deepening the AI industry’s infrastructure and financing commitments.
AI Data-Centre Boom Shifts Investor Focus to Asia’s Power and Cooling Suppliers
The AI investment cycle is expanding beyond chips as Asian transformer, generator and cooling suppliers address critical data-centre infrastructure bottlenecks.