MalaysiaTechnologyDigital Economy· 14 Nov 2026Alibaba 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.
Reading the technology signal
ALIBABA CLOUD EXPANDS MALAYSIA DATA CAPACITY
ThailandInfrastructure· 13 Nov 2026Singapore'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.
The boardroom angle on infrastructure
CDL Property Portfolio Stalling Amid Market Headwinds
IndonesiaInfrastructure· 13 Nov 2026Indonesian 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.
Where infrastructure meets delivery
Consolidating control over Indonesian nickel assets
ThailandTrade· 13 Nov 2026Deputy 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.
What to watch in Thailand next
Harmonizing Legal Frameworks for Cross Border Trade
IndonesiaTrade· 13 Nov 2026Indonesia'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.
What has to move next in Indonesia
INDONESIAN COMMODITY LEVY IMPLICATIONS FOR OPERATORS
IndonesiaTrade· 13 Nov 2026Palm 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.
trade, and the gap to delivery
Indonesia Palm Oil Tax Revenue Stability
IndonesiaTechnologyDigital Economy· 13 Nov 2026Central 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.
What this changes for Indonesia
STRATEGIC GAP IN THAI DIGITAL ADOPTION
MalaysiaData CentresDigital Economy· 13 Nov 2026Johor'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.
Malaysia: from announcement to data centres
Johor Power Constraints Throttle Digital Infrastructure Growth
SingaporeInvestment· 13 Nov 2026Singapore 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.
What to watch in Singapore next
SINGAPORE HOSPITALITY ASSET ACQUISITION STRATEGY
ThailandInvestment· 13 Nov 2026BoI 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.
Where investment meets delivery
THAILAND CAPITAL INFLOWS REQUIRE INFRASTRUCTURE SCALE
Investment· 13 Nov 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.
The boardroom angle on investment
ASEAN Investment Strategy Faces Structural Reality Check
PhilippinesInvestment· 13 Nov 2026Panga 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.
Philippines: from announcement to investment
RECORD INVESTMENT FLOWS SET HIGH PERFORMANCE BAR
MalaysiaInvestment· 13 Nov 2026Em 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.
Malaysia: from announcement to investment
Bangkok retail giants pivot to festival economics
VietnamInvestment· 13 Nov 2026Vietnam, 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.
The execution test in Vietnam
Strategic Alignment Between Seoul and Hanoi
IndonesiaInfrastructure· 12 Nov 2026CDL 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.
Reading the infrastructure signal
CAPITAL RECYCLING HURDLES PRESSURE CDL EARNINGS
SingaporeInfrastructure· 12 Nov 2026Megaspeed 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.
Behind the Singapore headline
CHIP EXPORT COMPLIANCE OVERHAUL FOR MEGASPEED
MalaysiaInfrastructure· 12 Nov 2026Stavian 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.
Malaysia: from announcement to infrastructure
Infrastructure development in industrial zones acts as a foundational bottleneck for Vietnam manufacturing growth. By securing direct transmission capacity for the Stavian Vinh Phuc Industrial Park, the company is attempting to insulate…
PhilippinesTrade· 12 Nov 2026Philippine 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.
What has to move next in Philippines
Philippine agricultural trade scaling beyond commodity basics
SingaporeTrade· 12 Nov 2026Singapore 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.
Behind the Singapore headline
Singapore Life Insurance Maturity Trends Signal Liquidity Shifts
ThailandTrade· 12 Nov 2026Thailand, 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.
The constraint shaping trade
THAILAND CANADA TRADE PACT SHIFTS STRATEGY
CambodiaTrade· 12 Nov 2026Kingdom's trade with RCEP partners closes in on $4 billion
Cambodia's total trade with RCEP member countries reached nearly $4 billion in the first month of 2026.
The constraint shaping trade
Trade concentration shifts toward RCEP partners
SingaporeTechnologyDigital Economy· 12 Nov 2026AI digital assistants set to reshape online shopping
AI digital assistants are emerging to assist consumers with online shopping by automating product searches, price comparisons, and review scrutiny.
AI Assistants Shift Retail Power Dynamics
The rise of automated shopping assistants signals a fundamental change in the digital sales funnel. Instead of retailers attracting traffic to their platforms, AI intermediaries will increasingly dictate consumer choices based on price…
MalaysiaTechnologyDigital Economy· 12 Nov 2026DEFA Could Position Malaysia As Hub For Regional Digital Economy - Don
The ASEAN Digital Economy Framework Agreement (DEFA) is expected to potentially position Malaysia as a central hub for the regional digital economy.
What to watch in Malaysia next
Malaysia as a regional digital nexus
MalaysiaData CentresDigital Economy· 12 Nov 2026PLDT in selling mode, targets P26 billion from tower, share sale
PLDT Inc. is planning an initial public offering (IPO) for its data center unit as part of a strategy to generate P26 billion in capital.
What this changes for Malaysia
PLDT pivot to data center monetization signals infrastructure shift
PhilippinesInvestment· 12 Nov 2026Her first teachers were drivers. Now she's taking the wheel at Grab Philippines.
Lacsican has been appointed as the new Country Managing Director of Grab Philippines, effective December 1.
What this changes for Philippines
Leadership continuity at Grab Philippines signals a focus on internal consolidation rather than a strategy pivot. Success for the new lead depends on navigating the volatile regulatory environment and the delicate balance between driver…
Investment· 12 Nov 2026
Secretary-General of ASEAN delivers pre-recorded remarks at the Global Tourism Forum Annual Meeting 2026
ASEAN Secretary-General Dr. Kao Kim Hourn highlighted regional efforts to strengthen investment cooperation in the tourism sector during the Global Tourism Forum Annual Meeting 2026 in Brussels.
Reading the investment signal
ASEAN Tourism Integration Needs Regulatory Alignment
Timor-LesteInfrastructure· 11 Nov 2026Philippines growth outlook dims as Nomura, BMI cut forecasts
The Philippines faces a growth slowdown as Nomura and BMI cut forecasts, citing high inflation, weak consumer spending, and delays in infrastructure projects.
The boardroom angle on infrastructure
Philippine growth outlook constrained by delivery gaps
MyanmarInfrastructure· 11 Nov 2026CDL flags 'significantly weaker' performance for H2 2026
City Developments Limited (CDL) reports weaker performance for the second half of 2026 due to divestments failing to materialise and potential property portfolio impairment losses.
What to watch in Myanmar next
CDL Faces Margin Compression From Stalled Asset Rotation
LaosInfrastructure· 11 Nov 2026Mitsubishi Power seeks to tap rising electricity demand in Philippines
Mitsubishi Power aims to expand its presence in the Philippines by supporting new power plant construction to meet growing electricity demand.
The infrastructure read for Laos
Japanese equipment providers scaling in the Philippines
VietnamInfrastructure· 11 Nov 2026Vietnam's $6.2 billion expressway plan raises concerns over provincial budgets
Vietnam is planning $6.2 billion in expressway projects, though lawmakers have raised concerns regarding the financial burden on provincial budgets.
Where infrastructure meets delivery
Provincial fiscal constraints threaten expressway rollout