Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<ul><li>Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016.</li><li>Recent revenue shortfalls and consequent expenditure cuts by the government could impact growth prospects in the coming months; lower collections from tax amnesty scheme will likely add to fiscal woes.</li><li>With inflation expected to stay within Bank Indonesia’s target range of 3-5% in the near term, the central bank is likely to maintain an easing bias.</li></ul>

Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016.Recent revenue shortfalls and consequent expenditure cuts by the government could impact growth prospects in the coming months; lower collections from tax amnesty scheme will likely add to fiscal woes.With inflation expected to stay within Bank Indonesia’s target range of 3-5% in the near term, the central bank is likely to maintain an easing bias.

Asia Economic Research, Centennial Asia Advisors

Asees Bajaj

Asia Economic Research

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

President Jokowi retains political capital amidst rising racial tensions<ul>
<li>An SMRC survey showed President Jokowi's approval ratings remaining high with just 3% of respondents dissatisfied with his administration.</li>
<li>Clearly, Jokowi has skilfully prevented the attacks by Islamic extremists on his protégé, the Chinese-Christian governor of Jakarta, from hurting his standing. That he has withstood efforts by his rivals to exploit racial and religious extremism against him is a good sign for Indonesia.</li>
</ul>In…

President Jokowi retains political capital amidst rising racial tensions
An SMRC survey showed President Jokowi's approval ratings remaining high with just 3% of respondents dissatisfied with his administration.
Clearly, Jokowi has skilfully prevented the attacks by Islamic extremists on his protégé, the Chinese-Christian governor of Jakarta, from hurting his standing. That he has withstood efforts by his rivals to exploit racial and religious extremism against him is a good sign for Indonesia.
In…

Jokowi and Duterte's Approval Ratings Resilient

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong representations to Beijing. But no one should under-estimate the significance of China’s action, which was clearly well thought out and will have serious implications for East and Southeast Asia.The US Navy was using the drone to map the seabed in the South China Sea and was in international waters 50 nautical miles north of Subic Bay, the former US naval base…

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong representations to Beijing. But no one should under-estimate the significance of China’s action, which was clearly well thought out and will have serious implications for East and Southeast Asia.The US Navy was using the drone to map the seabed in the South China Sea and was in international waters 50 nautical miles north of Subic Bay, the former US naval base…

US-China Relations Enter a More Dangerous Phase

Economist, Centennial Asia Advisors

Jason Tan

Economist

<ul>
<li>
Anti-Chinese sentiment intensifies: Muslim hardliners' campaign demanding the dismissal of Christian Chinese Jakarta Governor Basuki Purnama “Ahok” over allegedly blasphemous remarks is dangerously treading down the route of religious unrest. Anti-Chinese sentiment rode high during the Jakarta rally on 2 Dec, with reports of banners reading “crush the Chinese” being hoisted.</li>
<li>In a separate and deeply troubling development, men claiming to be from the Pembela Ahlu Sunnah (PAS) Islamic group stormed…</li>
</ul>



Anti-Chinese sentiment intensifies: Muslim hardliners' campaign demanding the dismissal of Christian Chinese Jakarta Governor Basuki Purnama “Ahok” over allegedly blasphemous remarks is dangerously treading down the route of religious unrest. Anti-Chinese sentiment rode high during the Jakarta rally on 2 Dec, with reports of banners reading “crush the Chinese” being hoisted.
In a separate and deeply troubling development, men claiming to be from the Pembela Ahlu Sunnah (PAS) Islamic group stormed…


Indonesia: Extremists Threaten Secular Regime

With the Islamic State using sophisticated methods to broaden its reach, members have formed the Katibah Nusantara bringing together Islamic militants from Indonesia and Malaysia. In addition, the Indonesia-Malaysia-Philippines triangle signals a growing trend for cross border cooperation among militants. The Sulu Sea triangle is an important network linking fugitives, complicating security efforts to suppress terrorist-related activities within the region. The communication links formed by…

With the Islamic State using sophisticated methods to broaden its reach, members have formed the Katibah Nusantara bringing together Islamic militants from Indonesia and Malaysia. In addition, the Indonesia-Malaysia-Philippines triangle signals a growing trend for cross border cooperation among militants. The Sulu Sea triangle is an important network linking fugitives, complicating security efforts to suppress terrorist-related activities within the region. The communication links formed by…

Indonesia

iShares MSCI Indonesia ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond to the performance of the MSCI Indonesia Investable Market Index.

iShares MSCI Indonesia ETF (EIDO US)

Marketnomix Insights : Indonesia

Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016. Recent...

Rajan Govil

Jokowi and Duterte's Approval Ratings Resilient

President Jokowi retains political capital amidst rising racial tensions An SMRC survey showed President Jokowi's approval ratings remaining high...

Asees Bajaj

US-China Relations Enter a More Dangerous Phase

China’s seizure of a US Navy drone on Thursday ended peaceably enough, with China agreeing to return the drone after the US made strong...

Manu Bhaskaran

Indonesia: Extremists Threaten Secular Regime

Anti-Chinese sentiment intensifies: Muslim hardliners' campaign demanding the dismissal of Christian Chinese Jakarta Governor Basuki Purnama...

Jason Tan

Religious Tensions in Southeast Asia

With the Islamic State using sophisticated methods to broaden its reach, members have formed the Katibah Nusantara bringing together Islamic...

Manu Bhaskaran