Sido Muncul (SIDO): High Yield and Index Membership
Sido Muncul (SIDO IJ) offers stable 7-8% dividend yield from defensive business, while banks like BBRI and BMRI pay high dividends from recovery...
110 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...
692 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...
442 Views
Rate & Tariff Hikes Will Slightly Reduce the Large CA Deficit; but Slumping Net FDI the Real Problem
On Thursday (27th September), BI raised its policy (7-day reverse repo) rate a further 25bp to 5.75% -- amounting to a cumulative 150bp of hikes...
444 Views
Indian Financial Sector - Rumbled
We are neutral on Indian equities in our relative regional portfolio and expect the rupee to depreciate further against the the US dollar. The...
450 Views