Primer: iShares MSCI Indonesia ETF (EIDO US) - Aug 2026
The iShares MSCI Indonesia ETF (EIDO US) offers targeted exposure to the Indonesian equity market, providing a diversified portfolio of large,...
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Indonesia: Macro Stability and Attractive Valuations Create a Buying Opportunity
Equity valuations (11.75x trailing PER) are attractive (vs 20yr mean of 16.2x). Shrinking CAD helps stabilize IDR, likely allowing a rate cut this...
459 Views
Indonesia: Prabowo Risk Beginning to Hurt IDR, Requiring Tighter Money
Despite a smaller fiscal deficit (1.6% of GDP) in 2023, markets are pricing in "Prabowo risk". The switch to a current account deficit will...
483 Views
Elections Likely to Hand a Decisive Mandate to Strongman Prabowo
Controversial ex-general Prabowo is poised to win the presidential election with Jokowi's son as his running-mate, potentially leading to unstable...
518 Views
Indonesia Stabilizes: Three Stocks with Relative Upside
Indonesian equities are stabilizing on an absolute and relative basis. We're considering small positions and selected three relative strength stocks.
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