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 »Oracle to Invest $6.5 Billion in AI and Cloud Infrastructure in Malaysia
October 3rd, 2024
Via Morningstar, a report on Oracle’s Malaysian investment plans: Oracle Corp. plans to invest more than $6.5 billion to establish a public cloud region in Malaysia, aiming to meet the country’s growing demand for artificial intelligence and cloud services. The investment will allow Malaysian businesses to leverage AI infrastructure and services, and migrate mission-critical workloads […]
Read more »Japanese Ice Cream Maker Targets ASEAN with Malaysian Halal Creamery
September 30th, 2024
Via Nikkei Asia, an interesting look at how emerging markets have changed global trade and industry. In this case, a Japanese firm envisions Malaysia as an export hub to the rest of Southeast Asia: Japanese ice cream and confectionery purveyor Imuraya Group looks to leverage a halal-certified production facility in Malaysia to market to Muslim […]
Read more »Malaysia’s Homegrown Car Brands Drive To Compete with Tesla and BYD
September 5th, 2024
Via Rest of World, an article on how Malaysia’s Proton and Perodua car brandsare betting on low prices and an emotional connection with Malaysia’s drivers to compete with BYD and Tesla: Proton and Perodua make up about two-thirds of the Malaysian car market. The two national brands are launching affordable EVs to drive conversions. Ending […]
Read more »Southeast Asia’s Old Airports Taking Off Once Again
August 21st, 2024
Via Nikkei Asia, an article on Southeast Asia’s old airports which are revving back to life: Since last year, Indonesian airline TransNusa has routinely shuttled passengers between Jakarta and Kuala Lumpur two to three times each day. But when its Airbus A320 plane touched down outside Malaysia’s commercial capital on Aug. 1, it was hailed […]
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.