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2025-04-26 05:52:00 -

As tariffs bite into margins, AI investments must deliver
Global AI leaders continue to bet on Singapore as a trusted digital node in a fracturing world. Now, a new frontier is coming into focus: Agentic AI. The question is: Will we double down or retreat? On April 2, the United States announced a broad-based 10 percent tariff on all imports as part of its latest trade measures. The policy is applied uniformly across trading partners, including...

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2025-04-29 02:17:23 -

Maybank : macro uncertainty caused by tariffs could slow the growth trajectory of the digital economy
Macro uncertainty caused by tariffs could slow the growth trajectory of the digital economy, especially for players reliant on discretionary consumer spending, Maybank Investment Bank said in its note on last Thursday. According to the research house, although ASEAN internet players have no US exposure and as such are not directly in the path of tariff wars, a macro slowdown and less private...

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2025-04-04 13:18:21 -

Maybank sees Trump administration’s reciprocal tariffs-driven macro factors to weigh on Malaysia’s semiconductor sector
United States President Donald Trump administration’s reciprocal tariffs (RT) driven macro factors are expected to weigh on Malaysia’s semiconductor sector, Maybank Investment Bank said Friday. The research house said in a note that although the RT announcement was previously well-flagged, the breadth and magnitude of its implementation is a negative surprise. “With higher...

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2025-09-24 06:38:38 -

TA maintains cautious outlook on Malaysia’s semiconductor sector amid US tariffs uncertainty
While global semiconductor sales are projected to continue growing, TA Securities has maintained a cautious outlook on Malaysia’s semiconductor sector given the lingering uncertainties surrounding US trade policy. The research house said in a note on last Friday that any substantial tariff on semiconductors would inevitably weigh on Malaysia as the industry is deeply integrated into...

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