Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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LQ45 Index Rebalance Preview (July): Identifying Potential Index Changes
We have identified 5 potential changes for the LQ45 Index in July. There will also be capping flows for BBCA and BBRI. Historically, adds and...
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Primer: Mitra Adiperkasa (MAPI IJ) - May 2026
MAPI is a dominant lifestyle retailer in Indonesia, well-positioned to capture the growth of the nation's expanding middle and upper-income...
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The Stocks to Own in ASEAN – Vol. 56
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain; nine stocks were...
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The Stocks to Own in ASEAN – Vol. 55
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.
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