ISKANDAR: Update on what's happening in Iskandar Malaysia. Property is heating up. The big question is, where are the jobs?
Download here: InfoBrief_Iskandar_2013
RSIS Report 2011: Iskandar Malaysia - Policy, Progress, Bottlenecks
ISKANDAR: Briefing on Iskandar Malaysia - the economic corridor in southern Johor, north of Singapore - for the Rajaratnam School for International Studies, a key Singapore think-tank.
Download here: RSIS_Iskandar_2011
Info Briefing: Malaysia's Government Finance - A Greece Scenario by 2020?
Weakening long‐term trend needs to be arrested,
higher taxes & fees plus lower subsidies to come
Malaysia's fiscal situation is considered to be tight. Fiscal revenue has been almost 40% dependent on oil & gas revenues and spending patterns have been queried by economists and analysts. How could a fiscal squeeze affect the Malaysia corporate sector? We take a look.
Download here: InfoBrief_Malaysia Finance_2010
Political Economy Briefing: Singapore Inc - Recent Debate on Transparency and Accountability Reflects Shifts in Political Economy
Briefing on concerns at Singapore's sovereign wealth fund and on its public finances.
- Temasek portfolio SGD198 billion; reports an average annual return of 17% for 35 years vs Singapore stock returns averaging less than 8%. Over 20 years, returns of 16% in SGD.
- GIC portfolio estimated near SGD 390 billion; annualised rolling 20‐year real rate of return of 6.8% in USD.
- RECENT DEBATE ON TRANSPARENCY & ACCOUNTABILITY REFLECTS SHIFTS IN THE POLITICAL‐ECONOMY?
- Singapore’s reserves are managed by three agencies – GIC, Temasek & the Monetary Authority of Singapore
Download here: POLECBrief_Temasek_Aug12
Newsletter Jan/Feb 2014: South Asia's Needs
Khor Reports' Newsletter: South Asia’s need, 11 million tonne predominance of imported palm oil Feature: South Asia competition, tariff impacts & local India palm oil. Non-dairy ice cream. Wilmar-Unilever supply-chain jolt, biodiesel stuttering start Sustainability: TFT-Greenpeace principles lead Science: remote-sensing & extreme transparency Spreads narrow, PO exports to dip & demand shift?
Download here: KR_Newsletter_JanFeb14