infrastructure
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Malaysia in the Middle of the AI Stack: How Capital Flows are Reshaping Supply Chains
While all eyes in the AI boom are centered on innovation and competition between American and Chinese firms, capital is quietly flowing into the infrastructure that underpins this long-term growth trajectory. Malaysia’s growing role as a key player in the middle of the AI stack, with its environment conducive to…
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Plugging Timor-Leste Into ASEAN: Could China Power the Region’s Next Great Integration?
Timor-Leste’s entry into ASEAN exposes a structural weakness in the region’s energy integration. The ASEAN Power Grid promises resilience through connectivity but remains vulnerable if new and weaker members stay outside its core infrastructure. With Timor-Leste reliant on costly diesel and lacking interconnections, external support is unavoidable. China’s deep experience…
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The China-Laos Railway and the Price of Connectivity: Unequal Partners in a “Win-Win” Project
Despite its “win-win” branding as a flagship Belt and Road link transforming Laos from “land-locked” to “land-linked,” the China–Laos Railway has deepened asymmetric power dynamics. Thousands of Laotian families have been displaced, Laos’ 30 % ownership stake was financed by onerous Chinese loans that trap it in debt, and both…



