Archive for the ‘Malaysia’ Category

Malaysia Seeks To Revive Forest City ‘Ghost Town’ As Financial Hub

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 […]

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Southeast Asia Expands Trade As Neutral Hub In Divided World

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 […]

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Johor and Malaysia’s Data Center Boom 

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, […]

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America vs. China: Who Controls Asia’s Internet?

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. […]

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One of the Biggest AI Boomtowns Is Rising in Malaysia’s Tech-Industry Backwater

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 […]

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Oracle to Invest $6.5 Billion in AI and Cloud Infrastructure in Malaysia

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 […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.