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A US trade agreement reached with Indonesia in July is at risk of collapsing after Jakarta reportedly backtracked on several commitments, a US official said on Tuesday. “They’re reneging on what we agreed to in July,” the official, who spoke on condition of anonymity, without specifying which commitments Indonesia is now questioning, as Reuters reported. Under the July agreement, Indonesia had agreed to eliminate tariffs on more than 99% of U.S. goods and remove all non-tariff barriers facing American firms, while the US would reduce threatened tariffs on Indonesian products from 32% to 19%. Earlier, the Financial Times reported that US officials believe Indonesia is “backsliding” on commitments to eliminate non-tariff barriers affecting industrial and agricultural exports, as well as on pledges related to digital trade issues.

US-Indonesia Trade Deal Faces Risk of Collapse

The Shanghai Composite fell 0.7% to around 3,880, while the Shenzhen Component dropped 0.6% to 13,200 on Wednesday, marking a second consecutive session of losses as rising consumer inflation reduced expectations for new policy support. Consumer prices in China rose 0.7% year-on-year in November, the highest in nearly two years, while producer price deflation deepened. Earlier this week, China’s Politburo highlighted the need to boost domestic demand in 2026 but signaled a cautious approach to stimulus, disappointing investors. Attention now turns to the upcoming Central Economic Work Conference, where policymakers are expected to outline next year’s growth targets and policy plans. High-growth technology and new energy stocks led the declines, with notable losses from Foxconn Industrial (-4.9%), Eoptolink Technology (-2.3%), Hygon Information (-3.5%), Contemporary Amperex (-1.3%) and Sungrow Power (-4.4%).

China Stocks Fall for Second Session

The benchmark KOSPI fell 0.1% to around 4,139 on Wednesday, extending losses from the previous session, as investors positioned cautiously ahead of the Fed’s policy decision later today. Traders continue to price in the possibility of a rate cut alongside lingering inflation concerns, keeping global risk sentiment subdued and prompting defensive positioning across major sectors. Support from the chip sector was mixed despite a constructive global backdrop, following reports that Nvidia may soon ship H200 chips to China, a development that typically boosts optimism for Korean semiconductor makers. The news helped temper downside pressure on tech heavyweights, though overall trading remained muted as investors avoided large bets before the Fed’s announcement. Losses were seen in Samsung Electronics (-0.2%), LG Energy Solution (-0.1%), Hyundai Motor (-2.0%), Hanwha Aerospace (-1.9%), KB Financial Group (-0.9%), and Kia Corporation (-0.8%).

South Korean Shares Fall Ahead of Fed Decision

The Japanese yen traded near 157 per dollar on Wednesday after a sharp three-day decline, even as Bank of Japan Governor Kazuo Ueda said the central bank is getting closer to attaining its inflation target, hinting at a potential near-term rate hike. Markets are pricing in a possible BOJ rate increase next week, with attention focused on Ueda’s post-meeting comments for guidance on policy plans next year. The currency also faced pressure from growing concerns over Japan’s fiscal health amid Prime Minister Sanae Takaichi’s expansive spending plans. Additionally, wide interest rate differentials between Japan and other major economies encouraged bearish bets, as domestic rates remain among the lowest globally. The yen weakened across the board, sinking to record lows against the euro.

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