Monetary Policy Will Be More Supportive Amid Sluggish Growth & Better External Balances
We expect another 50bp of policy rate cuts in Indonesia over the final 4 months of 2019, and are consequently Overweight Indonesia, particularly...
607 Views
The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
617 Views
Election Body Pressured / Lippo Tested / FDI / AGO Martyrs Foe / SMI on GDP / Matchfixing / CPO Fuel
Police interrogated members of the independent General Election Commission (KPU), pursuant to a spurious case in which a coordinating minister has...
525 Views
Resource Export Earnings Repatriated / Sulawesi Flood / BTP Free / Tax IT / MRT / Electoral Agencies
Politics: Corruption moved to the fore of campaign sparring, as National Mandate Party (Pan) founder Amien Rais accused President Joko Widodo of...
574 Views
IDR, CPI, Oil, Trans-Java & Freeport Strengthen Widodo / Lippo Case Escalates / Efta Cepa / Debates
Prabowo has yet to dent Widodo's 20-point lead in polls and, meanwhile, certain key macro-economic figures are finally swinging in the incumbent's...
1.1k Views