Elections Likely to Hand a Decisive Mandate to Strongman Prabowo
Controversial ex-general Prabowo is poised to win the presidential election with Jokowi's son as his running-mate, potentially leading to unstable...
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Indonesia: Attractively Valued Amid Good Growth with Low Inflation and CA Surplus
With a real policy rate of +2.23% & 3.5% IDR appreciation ytd, BI saw no need to match the US rate hike. Solid 5%+ RGDP growth with a CA surplus...
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Plantation Sectoral Update November 15, 2024
We anticipate flat CPO output in FY25F, attributed to another year of La Nina. On the flip side, export volume is expected to weaken amid solid...
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Market Recap October 2024 - VN-Index Declines After Three Months of Gains
The VN-Index (VNI) declined 1.8% in October: The VNI started October with four consecutive declining sessions (VNI: -1.7% from October 1st to 7th)...
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BRIDS Market Pulse: Chart of the Week – Restocking May Continue to Support NPI Price
Our team’s preview expects the majority of 3Q24 earnings to be in line with expectations, which should cement our FY24F EPS growth expectation of 7.6%
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