ACE Hardware - Consumers Are Back! On the Ground in J-Town
Ace Hardware Indonesia (ACES IJ) is a great proxy for middle-class consumption in Indonesia but its sales growth will often lag the recovery in the...
402 Views
Matahari Department Store - Fundamentals Fully Intact with Clarity On-Line - On the Ground in J Town
A meeting with PT Matahari Department Store (LPPF IJ), the largest department store player Indonesia, revealed a company with its growth strategy...
427 Views
Hello Indo Consumption, How Are You Doing?
Our proprietary consumption scorecard reveals that Indonesia consumption in 2Q-4Q16 period is on the recovery path. We expect the consumption...
1.4k Views
Indonesia Consumers Coming Back to the Table? On the Ground in J-Town
A meeting with Nielsen Indonesia in Jakarta last week revealed some positive signs of a recovery in consumer activity. After a nervous start to the...
569 Views
The Verdict on Investing in Indonesia - Riedel CNBC Interview
Indonesia has been strong as investors have been more willing to invest in riskier assets throughout 2016.Tax amnesty program being successful is...
345 Views