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Can Forest City Be Malaysia’s Economic Lifeboat

Lim Teck Ghee, Murray Hunter and Carolyn Khor

As the nation battles insufficient tax revenue, growing government debt and GLC inability to provide the catalyst of dynamism and change to the economy, young Malaysians are increasingly unable to find rewarding employment and losing hope that their future in Malaysia will be promising and secure. 

The writing was on the wall from a long time ago with worker out migration to Singapore and elsewhere increasing with arithmetic progression since the launch of the NEP.

According to Human Resources Minister V. Sivakumar some 1.13 million out of 1.86 million Malaysians who have migrated overseas resided in Singapore. Two Malaysian diaspora studies conducted in 2022 and the findings of which were recently announced found that 39 per cent of the diaspora working in Singapore are skilled workers and 35 per cent are semi-skilled workers, while in Brunei, 68 per cent of the working diaspora are skilled workers and 24.1 per cent are semi-skilled workers.

Our national brain-drain rate of 5.5 per cent of the population revealed recently compares badly with the 3.3 per cent for the world. It may not only be an underestimate. It may also conceal the disconcerting fact that a disproportionate number consisted of some of our brightest talents and entrepreneurs.

How to stem the outmigration and provide a sustainable and game changing stimulus to the economy is amongst the biggest, if not the biggest challenge for the nation. Can Forest City and the South Johore SSEZ emulate the Shenzhen model which propelled the earlier sleepy Pearl River delta region into a powerhouse of global economic development?

Background 

Forest City in Iskandar Puteri Johor was initially planned as an integrated residential development commenced in 2006 by a consortium of Mainland Chinese real estate developers, as an adjunct to the Belt and Road Initiative (BRI). 

Its developer, Country Garden Pacificview Sdn Bhd, is a joint venture between Country Garden Group and the Esplanade Danga 88 Sdn Bhd (EDSB), a Malaysian government-backed company. Country Garden, a company on the Hong Kong Stock Exchange’s Main Board, is listed among the Fortune Global 500 and top 3 developers in China.

The grand vision of the project was to create a luxury township enclave for well-to-do citizens from the People’s Republic of China. It was envisioned that the township would attract Chinese wealth and investment and build a new modern city, built on four man-made islands on the Straits of Johor adjacent to Singapore. The first island was planned as the High Tech Industrial Zone, followed by the second one, as the Central Business District and Tourism Zone. The third island was supposed to be the Financial and Economic Districts, while the fourth island was intended as a Conference and Forum Zone. The entire development was supposed to be completed by 2035.

However, the project was hit in 2018 by then prime minister Mahathir Mohamed, who declared foreigners will not be granted visas to live in Forest City, currency controls introduced by President Xi Jinping in 2019, which drastically restricted potential customers and the onslaught of the Covid-19 pandemic. 

Today, the Forest City project, dubbed the “city in the sea”, is a ghost town and a lost opportunity for the Johor and national economy. Forest City’s strategic position between the southern tip of Johor and Singapore, as a potential city  to take the overflow from Singapore, in a similar manner Shenzhen did for Hong Kong remains unfulfilled. 

What will it take to revitalise Forest City so that it can live up to its real promise as a game changer in the national economy? 

A reconfiguration and revision for Forest City requires the setting up of a number of parameters to revitalize the project. The challenges ahead can be very clearly seen in the SWOT analysis below:

Strengths

·        Location, location, location: The primary strength of Forest City is its strategic location in relation to Singapore, easily accessible by road and water. Located near Johor’s second link into Singapore on the Jurong Industrial side, it can be the gateway connecting Singapore and Malaysia in future growth plans.

 

·        It is also located in the heart of ASEAN, currently the world’s seventh largest economic bloc. ASEAN has the world’s third-largest young population after China and India: approximately 61% of its total population is under 35 years old. The region also boasts a growing middle class, with a consumption power projected to grow rapidly. The total nominal GDP of the ten ASEAN nations measured in US dollar terms amounted to USD 3.6 trillion in 2022, a size larger than India in 2022, which had an estimated GDP of USD 3.5 trillion.

·        Completed Infrastructure: Much of the infrastructure and buildings are already onsite in Forest City. Approximately RM 20 billion has already been spent. Consequently, the needed physical infrastructure development is already there. What is missing is the human resources development.

·        Support from the Malaysian Government: This project is fully backed by the Malaysian government.

·        Support from the Sultan of Johor: The Sultan of Johor has on many occasions voiced support for the Forest City project.

Weaknesses

·        Reputational Damage. Forest City is presently viewed as a failure with some media  describing it as a ghost town. According to reports, Forest City is only one percent occupied. The Covid-19 pandemic and MCOs wrecked any positive momentum the project was able to attract before the pandemic. 

·        Severe blockages at the customs and immigration checkpoints across both Johor Baru and Singapore has led to a non-starter for efficient business trips and regular commuting between Forest City and Singapore. This has been an issue for 20 years now and constitutes perhaps the single biggest obstacle to investment flows into Forest City. 

Opportunities

·        The major opportunity for Forest City can come about if it is able to move away from its initial residential property market orientation to one in which it becomes the hub of hi-tech and value added manufacturing industries looking to expand out of Singapore and Penang or new investment flows that are attracted by the cheaper labour, land and other establishment costs available in Johor. 

·        If this can take place, it can attract the ancillary service businesses that can ensure the sustainable growth of Forest City. When this development attains critical mass (the incubation period for Shenzhen’s development stretched over 15 years), considerable multiplier effects will come to Forest City and the surrounding areas. This could make Forest City the go-to place to take up overflowing growth from Singapore where land is severely limited and expensive; and the importation of labour increasingly out of favour with the local electorate

·        If the high-speed railway between Kuala Lumpur and Singapore is built, this will add impetus to the future growth of Forest City as it would become easily accessible from Kuala Lumpur and Singapore.

Threats

·        Strong competition from neighbouring countries: In terms of FDI inflow, Malaysia ranks 4th in ASEAN at US$17.1 billion, after Singapore (US$141.2 b), Indonesia (US$22 b) and Vietnam (US$17.9 b). Many globally renowned companies are headquartered in Singapore, Hong Kong and other up and coming Asian cities and countries that are seen as having superior investment potential than Malaysia 

·        Rivalry with Penang : In 2023, Penang ranked first in Malaysia for its investment performance, especially in the E&E sector.  The comparative advantages that Johor can offer to local and foreign companies is not yet apparent

·        Potential institutional threats may come from future governments that may cease to support the city. This has happened once before with the former prime minister withdrawing long-stay visas for Chinese real estate buyers in Forest City, and changing the criteria for MM2H applicants.

 

·        Economic conditions and changes in capital outflow rules in Singapore and China, the two nations whose participation in Forest City’s present and future development is essential

·        Bureaucratic foot dragging and corruption compounded by political instability

 

How can Forest City become Malaysia’s economic lifeboat?

Forest City’s original mission must be scrubbed, and substituted with a new one. The new mission should encompass building the area into one of the nation’s major innovative growth areas. This should be inclusive of both micro, small and medium enterprises (MSMEs) and large established international corporations. 

This requires a dual strategy. The first is straight ‘high pressure’ selling of the location to foreign and local corporations, highlighting the advantages of moving to Forest City. 

The second strategy is much more difficult. The key is about developing local home-grown innovation and nurturing this until export-oriented MSMEs can grow alongside the corporations in the area. 

A new dimension of education, nurturing and mentoring of MSMEs is needed. Unfortunately, traditional universities are not good at this. Neither are traditional TVET colleges adequate. We hold to the premise that entrepreneurship cannot be taught effectively and can only be learnt and sustained through experience. Once this is recognized, the education system must be re-arranged accordingly.

Our proposal is that Forest City would become a massive entrepreneurial incubator, with mentors available to nurture innovation based MSMEs. TVET institutions must teach both the principles of start-ups and the technologies that these new enterprises will require.

In this way Forest City would be one big start up. 

The key is pushing Forest City up to a critical mass where new businesses will add synergies to the old, and create community multiplier effects, thus incubating a bustling community economy that will flow over to services, entertainment, tourism, finance, and construction. Apart from Shenzhen, Penang and Rayong (in Thailand) are good examples that can be studied, and the lessons applied to Forest City. 

If Forest City can create its own ‘champions’ this will attract and inspire others to succeed. Thus, instead of Forest City being an enclave of well-to-do PRC Chinese, Forest City could become a truly Malaysian entrepreneurial and innovative city which may well become the nation’s economic lifeboat alongside Penang.

Our immediate priority proposal

If a quick QR code or RFID enabled travel pass can be set up for easy daily usage by car, rail or water taxi across the causeway, it will open huge opportunities for Forest City and Johore to benefit from the Singaporean and expatriate communities. 



LIM TECK GHEE is a former senior official with the United Nations and World Bank.

MURRAY HUNTER is an independent researcher and former professor at the Prince of Songkla University and Universiti Perlis.

CAROLYN KHOR is a former ministerial press secretary, a former United Nations Volunteer and an independent researcher/writer.

 

 * This article was first published on Malaysiakini on April 21, 2024.




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