In today’s briefing:
- CX Daily: E-Commerce Giants Step Up AI Rollouts to Boost Sales
- Indonesia Economics: Is Danantara a Reform Catalyst or Fiscal Workaround?
- Platinum’s Year End Bull Run? // La Niña Update
- BoC: Structural Pause at 2.25%
CX Daily: E-Commerce Giants Step Up AI Rollouts to Boost Sales
- In Depth: E-Commerce Giants Step Up AI Rollouts to Boost Sales
- China Signals Continued Expansionary Policy for 2026
- China’s Data Dragnet Triggers Tax Jump for Online Merchants
- U.S. to Allow Nvidia H200 Chip Exports to China With 25% Cut
Indonesia Economics: Is Danantara a Reform Catalyst or Fiscal Workaround?
- One of Prabowo’s signature policies has been establishing Danantara, a sovereign wealth fund, to take over the functions of the state-owned enterprise ministry.
- While officially a pro-growth measure, risks such as a muddled mandate, weak transparency and governance guardrails, and politicisation are key risks facing the fund.
- The fund’s recent actions also underline the risk that it is turned it into an off-budget financing vehicle as well as a fund for the leadership’s pet projects.
Platinum’s Year End Bull Run? // La Niña Update
- Platinum continues to look strong, as does copper. Platinum tends to deliver above average returns during December and February, according to recent seasonal stats.
- Over the last 25 years, platinum has produced an average return of +7.79% from December 6 to February 20, with a win rate of 84% and an annualized return of +43.29%, according to Seasonax. (we can verify this trend)
- Copper on the other hand remains more of a tariff play.
BoC: Structural Pause at 2.25%
- The BoC held the policy rate at 2.25%, matching the consensus, and framed this as a pause near neutral that likely extends the horizon for stable rates.
- Strong but trade‑driven Q3 growth and still‑soft domestic demand argue against near‑term hikes, keeping the bias toward a prolonged hold rather than renewed easing.
- With CPI near 2% and core around 2.5%, the Bank sees inflation anchored, reducing pressure for further cuts and reinforcing a data‑dependent, higher‑for‑longer rate stance.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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