Technology - Tech for innovation, personalization & prosperity
Several macro developments may sway consumer sentiment in the coming months. Tech platforms will be the beneficiaries with improved trends in...
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Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
396 Views
Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
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Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
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GoTo(GOTO IJ): Better than Expected Profitability Improvement
GOTO has come a long way to adjusting its model from incentives and marketing based strategy to drive GTV, to prioritizing profit with strong...
391 Views