Trump Trade Tensions: A Win for Malaysian Real Estate?

As US-China trade tensions reshape global supply chains, a quiet boom is happening in Malaysia’s industrial real estate market. Multinationals are increasingly looking beyond traditional hubs, seeking resilient, cost-efficient, and high-tech operational bases that are fit for the future. So, is this momentum sustainable or just temporary hype?

Keith Ooi, Group Managing Director of Knight Frank Malaysia, joins us to break down the forces driving this shift. He explains why Malaysia is emerging as a key beneficiary of the "China+N" strategy and details the growing demand for purpose-built industrial spaces that are ESG-compliant and automation-ready.

We discuss:

• How US-China decoupling is driving foreign direct investment (FDI) into Malaysia.

• The demand for "purpose-built" spaces with ESG and automation features.

• Why the current market is demand-driven, not speculative, mitigating oversupply risks.

• How policies like the New Industrial Master Plan 2030 are key catalysts.

• The spillover opportunities for local SMEs and the wider ecosystem.

For business leaders, investors, and developers looking to understand the forces reshaping Southeast Asia's industrial landscape, this interview provides a crucial deep-dive.

See omnystudio.com/listener for privacy information.