Primer: Bank Mandiri Persero (BMRI IJ) - Jul 2026
Bank Mandiri stands as Indonesia's largest bank by assets, leveraging its state-owned status and extensive network to maintain a dominant...
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Indonesia: Asia Ex-Japan Investors Lose Confidence
Fund positioning in Indonesia has collapsed to 15-year lows, with broad-based selling, record fund exits, and concentrated exposure leaving...
267 Views
Indonesian Banks – Keep Buy on Bank Mandiri (BMRI IJ), Downgrading Bank Negara (BBNI IJ) To Neutral
Domestic government bond yields have risen and the central bank has raised interest rates; asset-sensitive Mandiri remains a buy, we downgrade Bank...
129 Views
ASEAN Rotation: Indonesia Weakens, Singapore Gains, Thailand Stabilises
ASEAN positioning shifts as Indonesia loses ground and Malaysia stays weak. Singapore and Thailand attract inflows, while new leaders like ICTSI...
423 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
822 Views