SMI Returns but Cabinet Lacks Promise / Tech Sector Vulnerable / Energy Status Quo May Persist
Politics: The new cabinet roster features continuity, with 16 members returning – including Sri Mulyani Indrawati as finance minister – and...
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Worthy News Stock Moving - Indonesia - 30 Sep 2019
On the second release of Worthy News Stock Moving note, we will discuss how Unilever Indonesia (UNVR IJ) plans to do a stock split that may cause...
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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...
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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...
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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...
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