Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
914 Views
EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
925 Views
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
589 Views
Prabowo Changes Tack / Pertamina's Offshore Blowout / Adverse Water Bill May Pass / Tollroad Tenders
Widodo aims to maximize his alliance, while Prabowo is seeking material benefits; the latter is therefore playing humble to curry favor -- but...
646 Views
Widodo's Talking a Big Game (But Fielding a Faulty Team) / Rates, Poverty Fall / CCTV Traffic Fines
Widodo issued bold pledges about rolling out more infrastructure, upgrading human resources, attracting investment for job‑creation and – most...
641 Views