DEALS

Myanmar and Russia have put Dawei back on the agenda with a statement of investment intent, a power-plant memorandum and a process to fix the port’s boundaries. A bankable programme still depends on financing, procurement, security and cross-border delivery.

Tây Giang Industrial Park in Vietnam’s Gia Lai province has capital, provincial backing and access to an expanding port corridor. Whether it can turn registered investment into occupied factories now hinges on the phased delivery of land, utilities and roads.

In Malaysia, Amazon’s conditional Dengkil purchase is a single data point, not yet a corridor. Approvals, site works and unconfirmed power and water will set the pace of any build.

A founder-family buyout lets Malaysia’s Hap Seng repay debt and Hafary shed its parent, but the premium, channel mix and supplier terms are still unstated as demand is forecast to ease.