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ASEAN Intelligence

ASEAN Intelligence: FDI, Data Centres, AI, Trade & Infrastructure

Curated, sourced intelligence on the capital, infrastructure and technology investments shaping Southeast Asia.

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  • ai· Malaysia· 14 November 2026
    Alibaba Cloud opens new Malaysia region to meet rising AI demand

    Alibaba Cloud has launched a new public cloud region in Johor, Malaysia, featuring two data centers to expand cloud and AI infrastructure capacity in the region.

  • infrastructure· Thailand· 1 July 2026
    Singapore’s Kwek family-controlled CDL warns of ‘significantly weaker’ H2 performance

    Singapore-based City Developments Ltd (CDL) expects weaker H2 2026 financial results due to delayed asset sales and potential impairment losses in its property portfolio.

  • infrastructure· Indonesia· 13 November 2026
    Indonesian tycoon Haji Isam reportedly mulls buying stake in one of world's largest nickel mines

    Indonesian businessman Andi Syamsuddin Arsyad (Haji Isam) is reportedly considering the acquisition of a stake in PT Weda Bay Nickel, a major nickel mining operation.

  • trade· Thailand· 10 November 2026
    Deputy Secretary-General of ASEAN attends the 25th ASLOM and 5th ASLOM-Japan Consultation in Bangkok, Thailand

    ASEAN officials and Japan held the 25th ASEAN Senior Law Officials' Meeting and the 5th ASLOM-Japan Consultation in Bangkok to discuss legal cooperation.

  • trade· Indonesia· 13 November 2026
    Indonesia’s New Export Agency Plans Fee on Palm Oil Trade

    Indonesia's new commodities export agency plans to implement a single-digit, dollar-a-ton fee on palm oil exports to enhance government oversight.

  • trade· Indonesia· 13 November 2026
    Palm Oil Drives 43.4% Hike in Indonesia’s Export Duty

    Indonesia reported a 43.4% increase in export duties, with palm oil identified as the primary driver behind the Rp 34.5 trillion collection.

  • ai· Indonesia· 13 November 2026
    Central bank highlights uneven impact of AI boom

    The Bank of Thailand is monitoring the global AI investment boom, citing concerns that its economic benefits have not yet fully impacted the Thai economy.

  • data centre· Malaysia· 23 October 2026
    Johor’s data centre boom faces power supply crunch

    Research firm BMI reports that electricity supply constraints are expected to delay the rollout of data centre projects in Johor.

  • fdi· Singapore· 13 November 2026
    Singapore billionaire Kwek Leng Beng-controlled firm to buy Marriott hotel for $366M

    CDL Hospitality Trusts, controlled by the Kwek family, plans to acquire a Marriott-managed hotel in Singapore for US$366 million.

  • fdi· Thailand· 14 November 2026
    BoI reports 28% growth in investment in third quarter

    Thailand's Board of Investment reported a 28% year-on-year increase in actual investment by promoted projects for the third quarter of 2026.

  • fdi· Philippines· 14 November 2026
    Panga bows out of PEZA after record P315 billion investment haul

    Outgoing PEZA director general Tereso Panga leaves the agency after achieving record-high investment approvals of P315.5 billion.

    315.5 billion PHPSource: philstar.com ↗
  • fdi· ASEAN· 13 November 2026
    ASEAN BAC to showcase region’s investment strengths

    The ASEAN Business Advisory Council is highlighting investment opportunities in the Philippines and the wider region during the upcoming ASEAN Summit.

  • fdi· Malaysia· 13 November 2026
    Em District preps Winter Wonderland

    Em District in Bangkok announces a 200 million baht investment in collaboration with business partners to host the 'Em District Winter Wonderland 2026' event.

  • fdi· Vietnam· 13 November 2026
    Vietnam, South Korea deepen AI and semiconductor ties with eight deals

    Vietnam and South Korea signed eight cooperation agreements in AI and semiconductors during the VKAISS 2026 event in Hanoi, which included nearly 100 business matchmaking sessions.

  • infrastructure· Indonesia· 12 November 2026
    CDL flags ‘significantly weaker’ performance for H2 2026

    Property developer CDL warns of weaker H2 2026 performance, citing unrealised capital-recycling divestments and potential impairment losses in its portfolio.

  • infrastructure· Singapore· 12 November 2026
    Megaspeed has hired a US law firm to review export control compliance, says Singaporean director

    Megaspeed has engaged a US law firm to conduct a comprehensive inventory of its graphics processing units to ensure compliance with export controls.

  • infrastructure· Malaysia· 12 November 2026
    Stavian ED breaks ground on $7.5M power project in Phu Tho

    Stavian Electricity Distribution has commenced construction on a $7.5 million substation and transmission line project to support the Stavian Vinh Phuc Industrial Park.

  • trade· Philippines· 12 November 2026
    Philippine durian exporters secure $27M deals with Chinese buyer

    Two Philippine durian exporters have signed agreements worth US$27 million with a Chinese firm for frozen durian procurement and strategic cooperation.

  • trade· Singapore· 12 November 2026
    Singapore life insurers pay out more than $15 billion in first nine months of 2026

    Singapore life insurers recorded over $15 billion in payouts during the first nine months of 2026, with maturity benefits accounting for 74% of the total.

  • trade· Thailand· 12 November 2026
    Thailand, Canada eye stronger trade ties

    Thailand and Canada have initiated free trade agreement negotiations to strengthen economic ties in clean energy and advanced technology sectors.

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