CapitalEyes capital markets news headlines
Do you know? AI meltdownAI capex has become large enough to influence overall economic growth, not just technology stocks. A slowdown could affect chipmakers, utilities, construction firms, data-centre operators, private-credit markets, and the wider financial system through the debt funding the buildout. Equity Debt Digital assets M&A Malaysia Other markets
Do you know? AI meltdownCapital is not the only bottleneck; electricity, grid connections, transformers, and construction capacity may delay projects. Announced capacity can therefore be financially committed but physically unavailable for years, making future revenue backlogs less reliable. Equity Debt Digital assets M&A Malaysia Other markets
Do you know? AI meltdownEnterprises are buying AI faster than they are turning it into measurable results. Many have deployed it, but relatively few workers use it deeply in real workflows, and only a minority report significant returns—creating a gap between AI spending and earnings impact. Equity Debt Digital assets M&A Malaysia Other markets
Do you know? AI meltdownSome AI demand is being created through interlocking arrangements: chipmakers invest in or guarantee AI customers, who then buy compute, while cloud providers buy the chips. This can make reported revenue and growth look more robust than underlying end-user demand, increasing correlated losses if adoption or monetisation falls short. Equity Debt…
Do you know? AI meltdownThe biggest financial risk may be off-balance-sheet rather than visible corporate debt. AI data centres are often financed through leases, special-purpose vehicles, and private credit, converting large upfront capex into long-term obligations that can stress lenders and investors if project returns disappoint. Equity Debt Digital assets M&A Malaysia Other markets
Do you know? Malaysian venture capital (VC)Jelawang matters because it aims to address Malaysia’s key VC constraints: limited private institutional capital, a relatively small pool of experienced local fund managers, and insufficient early-stage financing. By anchoring credible local GPs and bringing in international investors, it is intended to crowd in private and regional capital, improve…
Do you know? Malaysian venture capital (VC)Jelawang Capital’s core mandate is to strengthen Malaysia’s startup and VC ecosystem through two complementary programmes. The Emerging Fund Managers’ Programme supports Malaysian GPs raising early funds, helping build a deeper domestic fund-management base, while the Regional Managers’ Initiative seeks to attract established regional and global VC managers to…
Do you know? Malaysian venture capital (VC)Jelawang Capital is Malaysia’s national venture-capital fund-of-funds, established by Khazanah Nasional on 28 October 2024. Rather than investing directly in startups, it commits capital to selected VC fund managers, which then invest in high-growth companies. It was created through the consolidation of Malaysia Venture Capital Management (Mavcap) and Penjana…
Do you know? Malaysian venture capital (VC)VCs target fintech, software and e-commerce because these sectors offer the combination of large markets, technology-enabled scalability and the potential for high-growth returns. Fintech benefits from underserved consumers and SMEs, high transaction volumes and recurring fee income; software and SaaS companies can scale with low marginal costs while generating…
Do you know? Malaysian venture capital (VC)Malaysian VC funds invest across a broad range of industries, but the dominant theme is technology-enabled businesses—particularly fintech, software / SaaS, e-commerce, healthtech, agritech, mobility and climate technology. In the SC’s 2025 VC-and-PE dataset, however, the largest VC investment shares were in construction (31.61%), manufacturing (21.39%) and waste management…