Indo Downgrade: Run Away or Buy?
​Indonesia's emerging market status under review due to market anomalies, a focus on increasing free float, and tycoons selling stakes to raise...
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2025 Learnings | Short the Stagnant
​Analysis of across markets showed that earnings inflection, ROE improvement, and cash-flow recovery drove returns, highlighting the importance of...
249 Views
ASEAN Agritech: Key Beneficiary of the AI Revolution
Agriculture is a key driver of Southeast Asia’s economy, contributing 11% of ASEAN’s GDP in 2022 and employing about a third of the region’s...
110 Views
EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
688 Views
Indonesia: Attractively Valued Amid Good Growth with Low Inflation and CA Surplus
With a real policy rate of +2.23% & 3.5% IDR appreciation ytd, BI saw no need to match the US rate hike. Solid 5%+ RGDP growth with a CA surplus...
411 Views