Indonesia Politics Weekly: Prabowo on Economy; JW's Risky Treasurers; Budget Passes; PD's Straddle
Politics: Economic conditions will be the focus of campaigning, according to Gerindra Chair Prabowo Subianto, but the presidential candidate has...
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Indo Strategy: What If EM Contagion Unravels?
In times of fluid Rupiah situation like now, we take Rupiah as the leading indicator over stock market, not the other way around. Stabilizing...
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Indonesian Political Update: New Dynamics if Widodo's Main Rival Drops Out
Incumbent President Joko Widodo maintains a strong lead over his sole competitive rival, Gerindra Chair Lt Gen (ret) Prabowo Subianto, whom he beat...
292 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
317 Views