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JS SEZ Monitor

Nasser Ismail

Independent analysis and data-driven insight on the Johor–Singapore Special Economic Zone (JS-SEZ).

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Substack
PricingOnly free issuesPublishesWeekly
Issues45Foundeda year agoLast Issue23 days ago
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jssezmonitor.substack.com
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Latest Issues

PETRONAS Has Taken Back Pengerang. Who Will Invest in Its Next Chapter?

In April, I argued that Pengerang might be one of Asia’s most misunderstood energy assets. The US$27 billion complex was being evaluated largely through the economics of refining and commodity petrochemicals, even though its integrated infr...

23 days ago
1

The RTS Is Almost Finished. So Why Can’t Anyone Ride It?

I drove past Bukit Chagar today and the Johor Bahru-Singapore RTS Link increasingly looks like a completed railway. The station is there, the tracks cross the Strait and trains are already running as part of testing. Infrastructure works on...

a month ago
5

Johor Can Build Hospitals Faster Than It Can Staff Them

Last week’s groundbreaking for Sunway Medical Centre Iskandar Puteri came with the numbers normally associated with a major healthcare investment: RM800 million, more than 400 beds and completion targeted for 2030.

In my last piece, I argu...

a month ago
1

Stop Tracking the Mega-Investments. Follow What They Need to Buy Next.

When we talk about opportunities created by the Johor-Singapore Special Economic Zone, attention naturally goes to the companies making the largest investments. Semiconductor plants, data centres, logistics hubs, industrial parks and major...

2 months ago
4

When Capital Gets Expensive, Johor Gets More Interesting

The 1997 Asian Financial Crisis helped derail an earlier attempt at deeper Singapore-Johor-Riau economic integration. Nearly three decades later, the global price of capital is again changing. Malaysia enters this period from a much stronge...

2 months ago
3

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