News
Southeast Asia risks losing EV value without supply chain buildout, Bain says
Southeast Asia risks losing EV value without supply chain buildout, Bain says
Indonesia controls over 60% of nickel output but the region makes only 2% of EVs.
Slow grid upgrades risk $200b digital push in Southeast Asia
Data centre growth outpaces transmission build-out as ab $18b annual funding gap persists.
China ports pass stress test with about 30% throughput buffer
The stress tests showed ports hold financial stability under sharp volume decline.
Bengaluru retail leasing surges 52% in Q4 as rents rise, mall supply stalls
The leasing spike pushed the city’s retail sector into tighter supply conditions.
Construction demand may reach $53b amidst rising costs
Construction costs are expected to rise 2% to 5% in 2026.
New US tariffs threaten pharma with massive production costs
Energy dependence and currency pressures are driving costs up in APAC.
Health-focused snacking trend drives freeze-dried fruit demand
Clean labels and simple ingredients strongly influence buying decisions.
Aeging population drives durable medical equipment market to $414b by 2034
APAC is positioned for substantial growth driven by improving healthcare.
Malaysian mobile operators face rising competition risks: CGSI
The brokerage prefers Telekom Malaysia and Axiata over mobile operators.
Singapore firms modernise IT faster as AI adoption gains pace: PwC
Businesses are ahead of global peers in AI investment appetite and advanced AI use.
Intra-Asia trade remains resilient despite Middle East conflict
Short-sea services and transhipment hubs are absorbing demand.
Luxury retail rental growth slows globally as market turns selective
Singapore leads regionally at 2% growth.
Singapore dominates SEA PE dealmaking in Q1: report
The city-state accounted for 94% of regional deal value, driven by megadeals in data centres and education.
Australia’s rooftop solar capacity now exceeds total coal-fired power
Growth in renewables is lowering the country’s exposure to international fossil fuel markets.
Restrictive funding looms for thermal coal miners, Fitch Ratings says
Market funding is likely to be more restrictive than that for the energy transition.
Cursor names Simon Green APJ president, designates Singapore regional HQ
AI coding firm to expand APJ operations and hiring from SG base.
Cyber insurance shock could emerge every 10 to 18 years
Howden Re compared potential cyber losses to moderate catastrophe years such as 2008.
Commentary
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