ASEAN’s Tiger Economies Have Lost Their Roar
February 15th, 2025
Via Nikkei Asia, a look at how – with diverse national circumstances – Southeast Asia remains less than the sum of its parts: In the bubble years of the late 1980s, the appreciation of the Japanese yen sent a flood of investment from corporate Japan to the fast-growing economies of Southeast Asia. Matsushita, as Panasonic […]
Read more »Big Tech Will Scour the Globe in Its Search for Cheap Energy
December 16th, 2024
Via Wired, a report on the global search for inexpensive energy to power our AI-enabled future: On the southern tip of Malaysia lies the state of Johor, renowned for its beaches and mountainous jungle. But Johor has a new boom industry: data centers to power generative AI, with Microsoft committing more than $2 billion on just such a […]
Read more »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 »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.