Indonesia: Set to Accelerate Amid the OECD Recession, Helped by Twin Surpluses
With a BoPCA surplus of 0.6% & fiscal surplus of 0.9% of GDP in 1H2022, Indonesia is able to provide a big fiscal stimulus over the next year. EPS...
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The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
358 Views
Indonesia's Banking Sector: The Eight Bank Stocks to Watch For
These eight banks have reasonable valuations and stand ready to benefit from stronger loan demand and rising interest rates, over the medium term.
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Indonesia’s Banking Sector: Data Shows Improvements (Positive)
Latest data for Indonesia's banking sector shows that NIM has improved and loan growth has finally turned positive on a YoY basis.
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The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
429 Views