Khor Reports

Khor Reports Khor Reports specialises in market research and strategic analysis on agribusiness in Southeast Asia

Ms Yu-Leng KHOR is an Oxford University and LSE-trained political economist. Yu Leng grew up in Mahathir’s Malaysia and Suharto’s Indonesia. She started her career in the financial industry and shifted to the agribusiness sectors of cane sugar and palm oil, with a Southeast Asia focus. In recent years, she has worked as independent economist in palm oil, specialising in sustainable supply-chains a

nd frontier markets. She was a visiting fellow at the ISEAS-Yushof Ishak Institute of Singapore in 2013, regional Research Head for agro-commodity economic consultant LMC International Ltd (2014-2017). She also advised Fortune 500 global brand names and plantation giants) and was a lead economist on the 2017 palm oil sustainability report for the EU Commission. Her work as a political-economic risk consultant now incorporates big data and geospatial analytics. Yu Leng has articles and book chapters published about smallholder socio-economics, rural voting behaviour, China, and regional development. Her latest research interests include the politics of floods and fires in Peninsular Malaysia and Sumatra, the policy and big data evolution of sustainable supply-chains, Sino-ASEAN deals and China offshoring trends.

Reading.... Fong et al..A century of anthropogenic environmental change in tropical Asia: Multi-proxy palaeolimnological...
18/07/2024

Reading.... Fong et al..
A century of anthropogenic environmental change in tropical Asia: Multi-proxy palaeolimnological evidence from Singapore’s Central Catchment
September 2019 The Holocene 30(1):095968361987580
30(1):095968361987580
DOI:10.1177/0959683619875808

18/07/2024

Link to our latest report and about recent Singapore meetings and a call out on other sources...

Happy to have worked on 's Haze Outlook Report 2024. This is the 6th year! Sharing emailer on it!
17/07/2024

Happy to have worked on 's Haze Outlook Report 2024. This is the 6th year! Sharing emailer on it!

 On behalf of the Singapore Institute of International Affairs (SIIA), I am pleased to share that the Institute has launched its annual report, “Haze Outlook 2024”  on Monday, 8th July 2024. The report’s media release can be found here.     The Haze Outlook 2024 report provides a risk ass...

https://cseas.yale.edu/supplychains Upcoming talk, mid Sep at Yale, New Haven
04/09/2023

https://cseas.yale.edu/supplychains Upcoming talk, mid Sep at Yale, New Haven

Yu-Leng Khor, Senior Economist at Segi Enam Advisors, Associate Director (Sustainability) of the Singapore Institute of International Affairs

Time to watch
04/09/2023

Time to watch

Keeping a loose eye on   markets. In Boston's Chinatown, I spotted Vietnam durians, in yellow net bags (my photo below)....
28/07/2023

Keeping a loose eye on markets. In Boston's Chinatown, I spotted Vietnam durians, in yellow net bags (my photo below). These are a spiky pungent fruit, in a high end niche; and much favoured by Chinese, Southeast Asian consumers and others. Thailand has long dominated, with its superior export drive and we can expect Vietnam to do well too. Malaysia claims an innovative role, but can it gets its act together on export logistics? Its marketing squabbles have been testing. China has in the past played "durian diplomacy" but now has it has domestic durians, at triple the import prices, https://www.scmp.com/economy/china-economy/article/3229132/chinas-first-durian-sales-just-days-away-after-month-long-delay-due-weather. ASEAN markets all aim to export pretty much the same fruits to China. Let's see how the consumption leans! may not be out in numbers https://www.bloomberg.com/opinion/articles/2023-07-27/china-is-no-longer-saving-southeast-asia-s-tourism-industry, but domestic luxury consumption could boost the king of fruits.

https://www.linkedin.com/feed/update/urn:li:activity:7051710095797223424/ I was on a panel this morning for BCSD-Malaysi...
12/04/2023

https://www.linkedin.com/feed/update/urn:li:activity:7051710095797223424/

I was on a panel this morning for BCSD-Malaysia. German Chamber of Commerce's event had focus on in the .

Here are some key points! The panelists spoke about how net zero commitments are driving scope 3 and supply chain efforts on ESG. The financial sector is helping to drive changes while offering some incentives, with a push from central banks in each country. The actions of large corporations have led the way and buyers can help supply chain partners understand requirements. MITI and other government agencies are working to help smaller players confused by ESG needs. New Malaysia ESG policy frameworks for industry is coming out in 3Q this year, and carbon pricing scenarios for Malaysia is being assessed. The increasing availability of cost-effective solutions is a positive. The opportunity is in leveraging opex and capex spending into billions for company bottom-lines. Moreover, new jobs in green and support sectors will be on the rise.

Look forward to being with this knowledgeable panel later this morning for BCSD Malaysia . German Chamber of Commerce's event will focus on in…

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