MAROKO133 Update startup: Indonesia's golden share in GoTo 🇮🇩. US$300B digital econom

📌 MAROKO133 Update startup: Indonesia's golden share in GoTo 🇮🇩. US$300B digi

Dear subscribers,

We’re back with your essential roundup of the latest from Indonesia and Southeast Asia’s digital landscape. This week, we’re covering key developments like the GOTO-Grab merger news, the digital economy growth, and shifts in the latest fintech investment.

We are also excited to invite you to an exclusive event: Indonesia Food Resilience Forum 2025. This forum will bring together key stakeholders to discuss innovative steps towards a sustainable food future for Indonesia.

Secure your spot at this strategic discussion by registering here: https://luma.com/75o04yki.

Best regards,
The DailySocial Team

🚨 What’s New

• Indonesia is reportedly considering a “golden share” scheme as a condition for approving the merger between Grab and GoTo. This plan would grant the sovereign wealth fund Danantara a minority stake with special rights in the merged entity’s Indonesian operations. This golden share would provide the government a direct voice in strategic decisions, including driver welfare and pricing, reflecting a desire to oversee a business that would dominate ~90% of the local ride-hailing and delivery market. While internal pressures, such as SoftBank’s push for a CEO change at GoTo, highlight the urgent need for consolidation, both companies officially state that no final agreement has been reached. For the government, this model represents a new approach to regulating a dominant digital platform critical to Indonesia’s gig economy. [Read more]

• Superbank, the digital bank backed by Grab, Singtel, and Emtek, is preparing for a potential IPO that could be the largest for a digital bank in Indonesia, targeting up to IDR5.36 trillion. This move is bolstered by its strong Q3 2025 results, where it booked a pre-tax profit of IDR80.9 billion, grew its customer base to 5 million, and saw credit disbursement surge 84% to IDR9.04 trillion. This robust financial performance, alongside its deep integration with ecosystems like Grab and OVO, strengthens its market position ahead of the listing. However, Superbank’s management has officially declined to comment on the IPO rumors. [Read more]

• NTT Group is launching a dedicated Southeast Asian investment vehicle, Synexia Ventures Pte. Ltd., based in Singapore and scheduled to commence on December 15, 2025. Managed by NTT DOCOMO Ventures and NTT Finance, the fund will target startups in key markets like Indonesia, Singapore, Malaysia, and the Philippines, focusing on strategic sectors including AI, IoT, and smart city solutions. This initiative aims to accelerate open innovation and create new business ventures by combining funding with opportunities for co-creation across NTT’s vast network of telecom, data, and IT services. [Read more]

👏 What’s Exciting

• Grab has announced a strategic investment of US$60 million in Vay, a German company pioneering remote driving technology for driverless car rentals. This initial investment, expected to close in Q4 2025, grants Grab a minority stake and is the first part of a potential US$410 million commitment that could see Grab acquire a majority interest in Vay. The partnership aims to explore how Vay’s cost-efficient, “teledriven” service model—where remote operators deliver and retrieve vehicles for self-driving customers—can complement Grab’s long-term mobility strategy in Southeast Asia. Grab will also leverage its operational expertise to support Vay’s expansion in the U.S., while the driving data collected from Vay’s fleet could accelerate the development of AI for autonomous vehicles.

• Southeast Asia’s digital economy is on a strong trajectory, projected to surpass US$300 billion in GMV in 2025, sustaining a robust 15% year-on-year growth. This momentum is fueled by a decisive shift towards monetization, with revenue growth keeping pace with GMV. Key drivers include a resurgent e-commerce sector, where video commerce now accounts for 25% of GMV, and food delivery, which is on the cusp of profitability. Furthermore, AI is rapidly becoming a core competitive frontier, reshaping consumer journeys from discovery to purchase and driving operational efficiencies. The region’s massive, digitally-engaged population, which shows enthusiasm for AI that exceeds the global average, provides a fertile ground for this continued expansion.

• Standard Chartered has partnered with DCS Card Centre to power DeCard, a new credit card that enables users to make payments at physical merchants using stablecoins. As the principal banking partner, Standard Chartered will provide the backend infrastructure—including transaction processing, fiat and stablecoin settlements, and treasury services—to support seamless, real-world digital asset spending. The service launches first in Singapore, with plans to expand to other markets, marking a significant step in bridging traditional…

  Konten dipersingkat otomatis.

  🔗 Sumber: dailysocial.id

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  📌 MAROKO133 Eksklusif startup: Kepercayaan Investor Naik, Nanovest Catat Lonjakan

  Sepanjang 2025 aktivitas investasi ritel di Indonesia mengalami peningkatan signifikan. Platform investasi digital Nanovest pun turut melaporkan pertumbuhan volume transaksi sebesar 95% dibandingkan tahun sebelumnya, menandakan semakin banyak investor yang memanfaatkan momentum pasar global yang berulang kali mencapai level all-time high (ATH).

  “Tahun 2025 menjadi tonggak penting bagi Nanovest, lonjakan hampir 2x lipat pada volume trading menunjukkan bahwa semakin banyak investor Indonesia yang percaya pada potensi pasar global untuk diadopsi di Indonesia. Kami bangga menjadi platform yang memudahkan akses investasi terhadap saham AS, aset kripto, dan emas digital dalam satu aplikasi. Ke depan, kami akan terus memperkuat program edukasi dan inklusi serta menghadirkan pengalaman investasi yang lebih seamless untuk seluruh pengguna,” ujar Chief Marketing Officer Nanovest, Jovita Widjaja.

  Kenaikan aktivitas ini sejalan dengan reli kuat di pasar saham AS, terutama pada indeks seperti S&P 500 dan Nasdaq yang beberapa kali mencetak ATH. Hal itu didorong oleh saham sektor teknologi dan perusahaan AI. Di sisi lain, aset kripto juga menunjukkan performa menonjol; Bitcoin sempat menyentuh ATH di kisaran US$126.000 pada kuartal III-2025 sebelum koreksi kembali ke sekitar US$100.000. Pada pasar komoditas, emas mencapai level US$4.381 per troy ounce pada Oktober 2025.

  Di pasar domestik, Indeks Harga Saham Gabungan (IHSG) mencetak rekor 8.616 poin pada 2025, naik sekitar 45% dari titik terendah di April. Kombinasi lonjakan pasar global dan aktivitas lokal ini menjadi faktor pendorong meningkatnya volume transaksi di aplikasi investasi.

  Nanovest menyatakan akan memperkuat program edukasi dan inklusi serta menghadirkan pengalaman investasi yang lebih mudah dan terjangkau, termasuk akses investasi mulai dari Rp5.000, sebagai upaya membantu investor ritel mengambil langkah awal ke pasar global. Perusahaan juga menyoroti pentingnya manajemen risiko dan diversifikasi antara aset tradisional dan digital di tengah potensi volatilitas.

  Para analis memperingatkan bahwa meskipun tren bullish dapat berlanjut jika kebijakan moneter global longgar dan inovasi teknologi berlanjut, valuasi sejumlah saham AI kini melampaui puncak dot-com, memunculkan kekhawatiran potensi gelembung. Selain itu, utang nasional AS yang besar turut menjadi bahan pertimbangan investor sehingga emas tetap dianggap safe-haven.

  Bryan Oskar, Senior Market Analyst Nanovest, menilai 2025 sebagai tahun penting bagi seluruh kategori aset.

  “2025 bukan sekadar tahun rekor harga, melainkan tahun ketika aset tradisional (emas, saham) dan aset digital (Bitcoin, AI-related equities) berlari beriringan menuju puncak baru. Hal ini membuktikan bahwa diversifikasi modern tak lagi harus memilih salah satu, melainkan menggabungkan keduanya untuk hasil yang lebih optimal,” ungkapnya.

  Dengan prospek 2026 yang diprediksi lebih dinamis, pesan kunci untuk investor adalah disiplin dalam pengelolaan dana dan risiko serta penyusunan portofolio yang cermat. Nanovest menegaskan komitmennya untuk menyediakan beragam pilihan aset, mulai dari saham global, kripto, dan emas digital, serta akses yang lebih sederhana bagi pengguna.

  🔗 Sumber: dailysocial.id

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