Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

<ul class="ul1"><li class="li1">Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.</li></ul><ul class="ul1"><li class="li1">Tax amnesty program being successful is part of the reason for the enthusiasm. Good for the currency and for government spending/infrastructure.</li></ul><ul class="ul1"><li class="li1">We believe that investor attitudes towards China are set to change in the coming months and that will be very positive for SE Asian markets.</li></ul><ul class="ul1"><li class="li1">
A period of relative uncertainty in Thailand and volatile politics in Philippines makes Indonesia one of the…</li></ul>

Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is part of the reason for the enthusiasm. Good for the currency and for government spending/infrastructure.We believe that investor attitudes towards China are set to change in the coming months and that will be very positive for SE Asian markets.
A period of relative uncertainty in Thailand and volatile politics in Philippines makes Indonesia one of the…

The Verdict on Investing in Indonesia - Riedel CNBC Interview

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of growth recorded since 1Q2014, and was largely driven by household expenditure and investment. Household expenditure, which grew 5.04% y-o-y compared to 4.94% y-o-y in 1Q, was partially supported by the Ramadan and Eid-ul-Fitr festivities in June. Gross fixed capital formation came in at 5.06% y-o-y in 2Q compared to an increase of 5.57% y-o-y in the…

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually improving domestic demand is likely to see non-oil imports growth move back into positive territory. The four rate cuts that Bank Indonesia has undertaken since the start of 2016 is expected to provide a lift to domestic demand in the economy.On a 3 month moving average (3mma) basis, exports declined 8.8% y-o-y in June compared to a decline of 11.9% in…

While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually improving domestic demand is likely to see non-oil imports growth move back into positive territory. The four rate cuts that Bank Indonesia has undertaken since the start of 2016 is expected to provide a lift to domestic demand in the economy.On a 3 month moving average (3mma) basis, exports declined 8.8% y-o-y in June compared to a decline of 11.9% in…

Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand

Indonesia

PT Gajah Tunggal Tbk manufactures goods made of rubber, primarily tires and tubes for vehicles. Through its subsidiaries, the Company also manufactures nylon cords, polyesters, ethylene glycol, petrochemical, nylon filament yarns, polyester-chips as raw material for nylon cords and tire yarns as well as synthetic rubber and rims. Gajah Tunggal also trades car accessories.

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Gajah Tunggal (GJTL IJ)

The Verdict on Investing in Indonesia - Riedel CNBC Interview

Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is...

David Riedel

Indonesia: Strong Household Expenditure Drives GDP in 2Q2016

The Indonesian economy grew 5.18% y-o-y in 2Q2016 compared to an increase of 4.91% in the first quarter of 2016. This was the fastest pace of...

Rajan Govil

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...

Rajan Govil

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