Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
683 Views
Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
692 Views
Widodo, PDI-P Lead / Siregar to DC / Tobin Tax Unlikely / KPK Bomb Scare / Industry Minister Eyed
Widodo maintains his 20 point lead in a late December poll, while PDI-P looks poised to control over 40% of the next parliament -- rendering the...
547 Views
Strong Revenues / Benign CPI / Indrawati's Award / Prabowo's Arabic / Scandals Mount / Tsunami Toll
Relatively benign inflation benefits Widodo as the 17 April election approaches, but a succession of scandals in ministries threatens to weaken his...
554 Views
IDR, CPI, Oil, Trans-Java & Freeport Strengthen Widodo / Lippo Case Escalates / Efta Cepa / Debates
Prabowo has yet to dent Widodo's 20-point lead in polls and, meanwhile, certain key macro-economic figures are finally swinging in the incumbent's...
900 Views