AI and digital’s importance is driving locally based digital infrastructure and strategic onshoring
In his 2025 report ‘Rights, Wrongs & Returns’, Macquarie Capital’s Head of Global Desk Strategy, Viktor Shvets, noted that: ‘AI and its impact (both market and economic) will remain the main driving force of almost everything from labour markets and productivity to geopolitics for at least a decade to come’.11
This prediction is already playing out across Asia. Established markets such as Hong Kong, Singapore, South Korea, Japan and China are seeking to expand their data centre footprint, while emerging markets including India, Thailand, Indonesia, Malaysia, the…