ASEAN (Indo) & China-focused. Ex-Deputy HoR UBS.

Johannes Salim, CFA

Macroeconomics

<ul><li>Amid the uncertain global investing backdrop, we take a close look at Indonesia's macro resilience.</li><li>A trip down the memory lane suggests that macro resilience fundamentals in the country are on a much stronger footing.</li><li>ASEAN has transformed itself into a much stronger regional fundamentally, providing further evidence that things are different this time.</li><li>Our quantitative scoring places Indonesia third (top half) in the regional ranking, which is a respectable performance.</li><li>We conclude that investors are cleared to land in Indonesia market.  </li></ul>

Amid the uncertain global investing backdrop, we take a close look at Indonesia's macro resilience.A trip down the memory lane suggests that macro resilience fundamentals in the country are on a much stronger footing.ASEAN has transformed itself into a much stronger regional fundamentally, providing further evidence that things are different this time.Our quantitative scoring places Indonesia third (top half) in the regional ranking, which is a respectable performance.We conclude that investors are cleared to land in Indonesia market.  

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

Indo Macro: Are We Cleared to Land?