LQ45 Index Rebalance Preview (Feb 2022): Potential Changes Later This Month
Changes to the LQ45 Index will be announced soon & become effective after the close on 31 Jan. We see three potential changes. The adds outperform...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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E-Toll Card for Better Indo Traffic
The Usual TrafficOn my previous piece in Indonesian Infrastructure - UnUsual Suspects , I wrote about how the notorious traffic in Jakarta has...
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Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
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Indonesia: Bank Indonesia May Have Room to Cut Rates Further
The recent rate cut by Bank Indonesia at its policy meeting on 16th June is expected to provide some support to domestic demand in the months...
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