The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views
Monetary Policy Will Be More Supportive Amid Sluggish Growth & Better External Balances
We expect another 50bp of policy rate cuts in Indonesia over the final 4 months of 2019, and are consequently Overweight Indonesia, particularly...
447 Views
BI's Bold Cut / Balikpapan, 'DC' / Widodo Calls (Again) For Change / Update on Cyber, Labor Bills
Bank Indonesia cut its rate by 25bps for the 2nd time in two months, banking on the Fed doing similarly next month. With short-term inflows...
412 Views
Bank Mandiri (BMRI IJ) - Money's Too Tight to Mention - On the Ground in J-Town
A recent conversation with Bank Mandiri Persero (BMRI IJ) management revealed a keen focus on an increasingly tight liquidity environment in...
488 Views
Widodo's Cabinet Hints: Plus Ça Change / Auto Sector: Major EV Push Needs Broader Reform / Ore Ban
Finance Minister Sri Mulyani Indrawati will return in the next cabinet, but President Joko Widodo added that “it is time [for her] to have larger...
378 Views