International News 11 December 2025

December 11, 2025 No. 453

Amazon to Invest Over $35 Billion in India to Boost AI and Cloud Expansion

Amazon plans to invest more than $35 billion in India by 2030 to expand its operations and strengthen its artificial intelligence capabilities, according to Reuters. The move underscores India’s rise as a strategic hub for cloud, AI, and advanced technology growth. This comes amid a surge of U.S. tech giants pouring capital into the country—Microsoft has pledged $17.5 billion for AI and cloud infrastructure by 2030, while Google has committed $15 billion over the next five years for AI data centers. The investment is part of Amazon’s push to deepen its presence in Asia’s third-largest economy, where competition is intensifying with Walmart-backed Flipkart and Reliance Industries’ retail arm. Amazon—already having invested $40 billion since 2010 and $26 billion announced in 2023—said it has enabled more than $20 billion in cumulative exports from Indian sellers over the past decade, with a target to reach $80 billion by 2030. The company also aims to create an additional 1 million jobs in India by the end of the decade.

https://internasional.kontan.co.id/news/amazon-umumkan-investasi-us-35-miliar-di-india

 

China’s Consumer Inflation Hits 21-Month High as Factory Deflation Deepens

China’s annual consumer inflation rose to a 21-month high in November, with CPI climbing 0.7% year-on-year, driven mainly by a rebound in food prices after months of decline. Core inflation held steady at 1.2%, underscoring still-muted underlying demand. On a monthly basis, CPI slipped 0.1%, signaling ongoing weakness in household spending. Meanwhile, China’s producer price index fell 2.2% year-on-year—its third year of persistent factory-gate deflation—highlighting sluggish domestic demand despite government efforts to reduce industrial overcapacity. Despite these pressures, China’s US$19 trillion economy remains on track to meet Beijing’s “around 5%” growth target for 2025, supported by resilient exports and policy stimulus. Analysts warn, however, that sustainable long-term growth will require stabilizing the property sector, reducing youth unemployment, and strengthening the social safety net to boost consumption. Top leaders have pledged a strategic shift toward domestic demand, household spending, and economic restructuring over the next five years, with the Politburo vowing more proactive policies in 2026.

https://internasional.kontan.co.id/news/inflasi-konsumen-china-melonjak-ke-level-tertinggi-deflasi-produsen-berlanjut

 

Yuan Holds Steady Ahead of Fed Decision and Key China Policy Signals

The Chinese yuan remained stable on Wednesday as investors awaited the U.S. Federal Reserve’s policy decision and monitored cues from China’s upcoming annual Central Economic Work Conference. The onshore yuan opened at 7.0660 per dollar and last traded at 7.0627, slightly stronger than the previous close. Traders are also watching upcoming credit lending data for signs of economic momentum, while the dollar index edged up marginally to 99.23 ahead of the Fed meeting. Underlying trends still point to weak domestic demand, with China’s consumer inflation hitting a 21-month high in November due to rising food prices, even as factory-gate deflation deepens. Analysts, however, see no imminent deflation risk, and expect the People’s Bank of China to maintain a cautious, accommodative stance. The central bank set the midpoint fixing at 7.0753 per dollar, slightly weaker than forecasts. UBS Global Wealth Management expects the yuan to stay near 7.0 through early next year before strengthening toward 6.9 in the second half of 2026, supported by anticipated U.S. rate cuts and a moderately weaker dollar.

https://internasional.kontan.co.id/news/yuan-stabil-pasar-menanti-keputusan-the-fed-dan-sinyal-kebijakan-china#google_vignette