Indonesia Consumers Coming Back to the Table? On the Ground in J-Town
A meeting with Nielsen Indonesia in Jakarta last week revealed some positive signs of a recovery in consumer activity. After a nervous start to the...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
174 Views
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...
226 Views
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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