Indo Politics: Will Reformists Stay in Power?
The first Jakarta gubernatorial debate was entertaining, in our opinion. The incumbent Jakarta governor Ahok (the reformist) looked savvy in the...
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China Seeks to Reshape the Asia-Pacific Security Order
China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered,...
256 Views
Asian Central Banks: Rising Regulatory Risks for Investors
Destabilising capital flows push central banks into defensive mode: Bank Negara intervened in Nov 16 to restrict the non-deliverable forwards...
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Deep Value and Hated by the Street in Asia....
Here is the Asian ex-Japan Hated by the Street screen. The goal of the Hated by the Street screen is to identify names where the stock price has...
315 Views
Indonesia: Firing on All Cylinders (But One) With Inflation at a 60-Year Low
Indonesia's CPI inflation rate averaged 3.5% YoY in 2016, the lowest in at least 60 years. BI capitalized on this by effectively cutting its policy...
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