Retail Sector - Vibrant Rebound at Key Shopping Centers
Our recent visit to Tanah Abang, Thamrin City and Little Bangkok revealed more vibrant shopping than in the similar period last year.
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Ace Hardware Indonesia (ACES IJ) - On track for further progress
Ace Hardware Indonesia(ACES IJ)On track for further progressACES’ strong SSSG improvement to 7% in 8M23 is a testament of its operational turnaround
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Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
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Macro and Flows Tracker - Gear Up
Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...
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Macro and Flows Tracker - Glimpse of Recovery
We anticipate improvements in the banking sector's intermediary function, supported by ample liquidity and favourable rates
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