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Academia 1 week ago
Data-center reality check could slam brakes on AI earnings boom
US corporate earnings are already running almost 60 percent above trend, with rapid growth still expected for years, mostly thanks to the AI boom. But the questionable economics of new AI data centers could pop this bubble.
Academia 2 weeks ago
War? What war? Aluminum's Gulf disruption premium vanishes
After surging to a four-year high of US$3,787.50 per tonne in early June, London Metal Exchange (LME) three-month aluminum is now trading around $3,170 per tonne, which is exactly where it was before the United States unleashed its "Operation Epic Fury".
Companies 2 weeks ago
Indonesia’s automotive market is resetting, but long-term growth remains strong
Indonesia's automotive market is not in decline but is undergoing a reset. While higher interest rates and affordability pressures have softened new-car sales, the market's long-term fundamentals remain intact. Electrification, urbanization and manufacturing investment are reshaping the industry and creating the foundation for its next phase of growth, according to Lukmanul Arsyad, an Industrials & Services Leader and Partner at PwC Indonesia.
Academia 3 weeks ago
PREMIUM
Securing public trust in Indonesia–Singapore clean energy cooperation
To transform their ambitious clean energy pact into a regional blueprint, Indonesia and Singapore must move beyond boardroom handshakes and secure the vital public trust needed to turn cross-border electricity into shared economic prosperity.
Academia 3 weeks ago
PREMIUM
Why Indonesia needs an accountable developmental state
To unlock its economic potential on the road to 2045, Indonesia must move beyond simply chasing finance to closing its core development capital formation gap. Building an accountable, state-led architecture, not just a larger bureaucracy, is the true master key to turning strategic priorities into productive national wealth.
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