Vale Indonesia (INCO IJ) - Best Class 1 Proxy
We keep INCO as our top pick in the sector although we expect there will be a short-term overhang on its share price as a result of the ongoing...
422 Views
Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
288 Views
Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
267 Views
Thematic: Electric Vehicles
Ecosystem growth as the catalyst for Indonesian EV. EV sales in China have led the EV market growth. BYD and Tesla drive the EV ecosystem.
552 Views
Chinese Miner Joins Vale in Building Second Nickel Refining Plant in Indonesia
Chinese miner Zhejiang Huayou Cobalt has clinched a deal with the Indonesian nickel unit of Brazilian mining giant Vale S.A. to build a second...
260 Views