SEA Weekly Episode 11: The Corridor and the Cap

Indonesia's 8% ride-hailing commission cap, one week on, has produced a governance picture most coverage missed: Danantara's shareholding in Gojek is confirmed, golden-share language remains active in Grab-GoTo merger talks, and an entity controlling roughly 90% of Indonesia's ride-hailing market is being structured with state veto rights. The same week, Indonesia and the Philippines signed a nickel corridor MoU covering 73.6% of global production — applying the Pertamina model to critical minerals. The 48th ASEAN Summit in Cebu produced three policy instruments (DEFA trade architecture, Article 6 carbon framework, ASEAN Finance Sectoral Plan) all following the same design: directed capital flows through policy-governed channels. Miguel Santos and Chloe Tan join host Emily Chen to make the non-obvious read: these are not isolated sector stories — they are structurally isomorphic instruments of the same regional shift. Trust Bank Singapore's March 2026 profitability milestone provides the control group for what the GoTo/Grab fintech pivot would have to achieve, and why the path is harder from a position of regulatory duress.Read the article at https://expertlinked.in/posts/2026-05-10-sea-weekly-the-corridor-and-the-cap/