Analysis of market structure, capital flows, and exit scenarios in Indonesia’s digital economy.
Definitive breakdown of the $145M deployed this quarter. We analyze the Amazon-Astro deal, the "Series B Cliff", and the structural rotation into Real Economy assets.
Complete archive of analysis on market structure, capital flows, and exit scenarios.
Why standalone Neobanks failed, and how Jago, SeaBank, and BCA are fighting for the balance sheet.
With the IPO window closed, how do investors get paid? Analyzing the rise of Secondary Sales, PE Buyouts, and "Acqui-hires".
Why capital is fleeing B2C E-commerce for EV, Supply Chain, and Industrial Tech.
Real-time monitoring of policy, infrastructure, and macro shifts (Latest Highlights).
POJK 13/2025 sets stricter rules for promotions and marketing in capital markets, raising compliance expectations for creators and platforms.
New export duties take effect Dec 23, 2025, with rates tied to a reference-price ladder—reshaping gold supply chains and compliance.
Policy proposals for a coal export tax from 2026 aim to capture more resource rent as market prices stay supportive.
Phase 2A construction signals continued capital formation in urban transport—unlocking real estate, retail, and productivity gains.
ICE II plans strengthen cross-border connectivity and route resilience, with expansion into East Malaysia landing points.
Indonesia’s WtE acceleration expands to 33 cities with large capex needs—opening a multi-year EPC + financing pipeline.
OECD frames steady growth plus reform levers—labor productivity, competition, and fiscal efficiency remain key upside channels.
BI guidance frames a controlled FX regime; stability remains the macro anchor for rates, inflation, and investor confidence.
Contained inflation keeps BI’s policy space open—supporting credit transmission and investment under controlled price pressure.
Archive of 18 previous signals