The Bull Case for 2019: If Household Spending Stands Out (And Funding Finally Flows In)
There is a certain scenario in which the Indonesian market in 2019 could outperform on relative basis. If global growth slows while the resilient...
596 Views
Widodo Prevails in 1st Debate / Reform Discussed / BI Holds Rate / Poll Margins Steady / PSI Emerges
BI held its benchmark rate steady due to current account concerns; in any event, bank credit growth suggests that the economy has considerable...
503 Views
Widodo, PDI-P Lead / Siregar to DC / Tobin Tax Unlikely / KPK Bomb Scare / Industry Minister Eyed
Widodo maintains his 20 point lead in a late December poll, while PDI-P looks poised to control over 40% of the next parliament -- rendering the...
696 Views
'212' Demo Lifts Hardline FPI / Papua Massacre / Strong Tax Receipts / Prabowo Vs Press / LRT Trial
Hardline Islamic groups achieved a show of force by turning out 1 million supporters for the '212 Reunion' in Jakarta; this elevates the influence...
632 Views
Finance Minister's Expanded Tax Holidays for Pioneer Industries: Lazy Policymaking?
Six months after having introduced 100 percent tax holidays for pioneer industries (tech, infrastructure, machinery & refineries), the...
398 Views