ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

In Equity Sales and Research for more than 25 years covering Asian markets. Possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits, as well as political, economic and sector commentary. A former racing skier, who enjoys ultra-marathons and surfing in his spare time.

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

Malaysia Consumer discretionary / Thematic (Sector/Industry)

The most significant event in ASEAN this week was rating agency S&amp;P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded one notch to Bbb-, taking it up from junk status to Investment grade. This is the first time since the Asian Financial Crisis that Indonesia has had an investment grade rating from all three major rating agencies. Fitch upgraded Indonesia to Bbb- in December 2011 and Moodys moved to Baa3 in January 2012, so it could be suggested that this upgrade is long…

The most significant event in ASEAN this week was rating agency S&amp;P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded one notch to Bbb-, taking it up from junk status to Investment grade. This is the first time since the Asian Financial Crisis that Indonesia has had an investment grade rating from all three major rating agencies. Fitch upgraded Indonesia to Bbb- in December 2011 and Moodys moved to Baa3 in January 2012, so it could be suggested that this upgrade is long…

The Week that Was in ASEAN@Smartkarma - Hire Cars, Rollercoasters and Containers