World Fears a Wider Trade War. Malaysia Sees an Opportunity.
November 15th, 2024
Via the New York Times, a report on how – with Donald J. Trump promising tariffs – Malaysia hopes a deal with Singapore for greater economic integration will strengthen its role as a China alternative: During his first term as president, when Donald J. Trump started a tariff war to pit the United States against […]
Read more »Malaysia Seeks To Revive Forest City ‘Ghost Town’ As Financial Hub
November 13th, 2024
Via Nikkei Asia, a look at how a stalled Malaysian project near an economic zone with Singapore woos family offices with tax perks: As Malaysia prepares to develop an economic zone with Singapore here in a bid to revitalize the region, it also hopes to breathe new life into a struggling decade-old urban development project […]
Read more »Southeast Asia Expands Trade As Neutral Hub In Divided World
November 8th, 2024
Via Nikkei Asia, a look at Southeast Asia’s efforts to position itself as a neutral trade hub in a divided world: Southeast Asia is rapidly expanding its global trade by pursuing diplomatic neutrality and engaging with various economies in conflict over political and economic issues. The region’s external trade is projected to rise by $1.2 […]
Read more »Johor and Malaysia’s Data Center Boom
October 26th, 2024
Via The Diplomat, a report on the massive ramp-up in Malaysian data centers which is attracting foreign investment, but infrastructure challenges persists: Due to the ongoing China-U.S. geopolitical tensions, many Chinese big tech companies have looked to expand their digital infrastructure in Southeast Asia given its proximity and relatively affordable land and resources. Johor Bahru, […]
Read more »America vs. China: Who Controls Asia’s Internet?
October 9th, 2024
Via The Economist, a report on how – amidst an explosive data and AI boom – the superpower contest is heating up: Nusajaya Tech Park looks like a normal construction project. Cranes and building materials sit scattered around this industrial site in Johor, Malaysia, located just 15km from the border with Singapore. But appearances are deceptive. […]
Read more »One of the Biggest AI Boomtowns Is Rising in Malaysia’s Tech-Industry Backwater
October 8th, 2024
Via the Wall Street Journal, a report on how Blackstone and TikTok’s parent are among those investing in data centers in Malaysia’s Johor, known for palm-oil plantations: Gary Goh was the chief executive of a publicly listed property developer three years ago when prospective clients started asking whether his company had land for data centers. Goh […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.