Indofood CBP Sukses Makmur (ICBP IJ) - Enjoying Higher Margins
Looking ahead to 2H23, however, stronger export markets, increasing government spending and elections/festive events in the domestic market should...
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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 - Glimpse of Recovery
We anticipate improvements in the banking sector's intermediary function, supported by ample liquidity and favourable rates
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Macro and Flows Tracker - Impetus for the Market
Fiscal expansion will be the key to address signs of growing domestic weakness, underpinned by the current large fiscal surplus
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Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
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