Bank BJB: Decent Growth Story at Fair Valuation
Bank Pmbngn Daerh Jawa Brt Dn Btn Tbk Pt (BJBR IJ)Â has a decent growth story (10% CAGR in PPOP/core profit), in our view. Our biggest reservation...
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Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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Marketnomix Insights : Indonesia
Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016. Recent...
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Consumer Finance in an Interest-Free World – An Overview of Islamic Banking
The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates...
579 Views
Can "sexless" Korea Beat the Demographic Cliff and Maintain Its Credit Rating?
Recently announced industrial output figures for June suggest that Korea may be able to trade its way towards higher growth rates. However, at the...
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