Google's new Android developer verification rules took effect September 30 in Brazil, Indonesia, Singapore, and Thailand, requiring apps from participating stores to come from verified developers on certified devices. The global rollout will expand in 2027, adding friction to sideloading through a 24-hour waiting period, though critics argue the measure reduces Android's openness.
Investor Ricky Ho closed profitable Indonesian equity positions (AMMN +55%, AADI +25%, MIKA +5%) due to deteriorating macro conditions: higher US yields, stronger USD, and elevated oil prices create headwinds for Indonesian assets, banks, miners, and consumers. He remains bullish on AI infrastructure (GPUs, HBM, foundries) as the real monetization phase begins, while staying short Indonesia risk and bearish on gold.
Upbit Indonesia's website and app access was restricted for nearly two months starting in mid-May following action by local authorities. The Indonesian Financial Services Authority (OJK) required Upbit entities in South Korea, Thailand, and Singapore to separate their digital infrastructure during an audit.
Google is enforcing app verification requirements on Android starting October 1st in Brazil, Indonesia, Singapore, and Thailand, requiring developers to identify themselves to Google and users to complete a multi-step process to install unverified apps. The measure aims to protect vulnerable users from scams, though it creates friction for alternative app stores like F-Droid until 2027.