INDO Snippets: Second Presidential Debate, BNLI & PNBN - This Time Is Real?
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
550 Views
Indonesia's Negative Investment List - “Open For Business” Is Lip-Service Only
First of all, Kung Hei Fat Choy and Saang Tai Gin Hon in the Year of the Earth Pig! As equity markets in Asia mostly take a break today we turn our...
779 Views
Resource Export Earnings Repatriated / Sulawesi Flood / BTP Free / Tax IT / MRT / Electoral Agencies
Politics: Corruption moved to the fore of campaign sparring, as National Mandate Party (Pan) founder Amien Rais accused President Joko Widodo of...
448 Views
The Bull Case for 2019: If Household Spending Stands Out (And Funding Finally Flows In)
There is a certain scenario in which the Indonesian market in 2019 could outperform on relative basis. If global growth slows while the resilient...
503 Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
739 Views