All,
This is the watchlist we promised paid subscribers a week ago.
Thailand
I am in Thailand this week writing this up in traffic. I will be following up on WHA Corporation, which I hope will lead to some ideas for the anticipation shift of the data centre market to Thailand. WHA Corporation is a leading integrated logistics and industrial facilities provider in Thailand, with an expanding presence in Vietnam.
Malaysia
Malaysia announced its largest ever budget a week ago. Some ideas we picked up on include roads, water infrastructure, rail connectivity, digital connectivity, electrification, and solar.
I once lived a street away from the current Prime Minister and watched the helicopters circle his first arrest in 1998. Now if only that can help us flesh out this list Iqbal is working on: