Indonesia Politics Weekly: Prabowo on Economy; JW's Risky Treasurers; Budget Passes; PD's Straddle
Politics: Economic conditions will be the focus of campaigning, according to Gerindra Chair Prabowo Subianto, but the presidential candidate has...
372 Views
Indo Strategy: What If EM Contagion Unravels?
In times of fluid Rupiah situation like now, we take Rupiah as the leading indicator over stock market, not the other way around. Stabilizing...
101 Views
Indonesian Political Update: New Dynamics if Widodo's Main Rival Drops Out
Incumbent President Joko Widodo maintains a strong lead over his sole competitive rival, Gerindra Chair Lt Gen (ret) Prabowo Subianto, whom he beat...
123 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
459 Views
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
161 Views