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Telcos face valuation gap as AI promises margin lift

Telcos face valuation gap as AI promises margin lift

BCG projected a 3% annual revenue increase for the largest listed telco operators.

Telcos eye 10% cost cut with procurement overhaul, says BCG

Generative AI aids telecoms in reducing procurement expenses.

APAC battery construction to hit $45.4b by 2027 despite slowdown in execution

EVs and energy storage systems demand will drive regional growth.

China powers Asia’s lead in 5G SA accessibility

China reported more than 10 million 5G advanced subscribers.

Indonesia life premiums fall 1.1% in 9M 2025 despite coverage jump

Insured lives climbed 12.8% to 151.56 million by September 2025.

Personalised medicine to drive 17% CAGR in healthcare 3D printing, $14.6b by 2033

Patient-specific devices and orthopaedics drive market growth.

Global retail market surges $30t in 2025 despite AI strains

48% upgraded their IT infrastructure as AI investment increased.

Philippines pre-need premiums rise to $300m

Industry sold 690,064 plans by Q3 2025 up from 509323 a year earlier.

India’s first autonomous shipping software secures landmark certification

IRS validated the new USV navigation software enabling unmanned operations with AI controls.

Taiwan insurance profits plummet 43.3% to $6.2b in December

Total industry earnings sink as life insurance sector profits halve in 2025.

Thai power sector poised for 20% core EPS growth

Power Development Plan and tariff normalisation underpin outlook.

Asia faces 100GW energy surge as AI and data centres dominate power demand

Data centre electricity use will quadruple to 832 TWh by 2030, Morgan Stanley says.

Only 33% of retirees expect savings to last a decade: Axis Max Life

Even amongst those with health insurance 67% fear financial shortfall.

Malaysian bank loan growth to stabilise at 4.5% to 5.5% in 2026

The 2025 slowdown to 4.8% seen as normalisation after 2024’s 5.5% expansion.

Singapore seizes 78.1% of SEA venture deal value in 2025

The late-stage rebound concentrated funding in H2.

AI patient engagement market hits $33.68b by 2032

The report projects 20.9% annual growth as cloud deployments dominate due to lower costs.

China's manufacturing activity expands in January even as cost pressures intensify

This is the second consecutive month its PMI remained in expansion territory.