Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
1.5k Views
Asian Equities: Rebalancing Our Model Portfolio - More to India and ASEAN
Our Model Portfolio has risen 17% since inception, same as MXASJ. Drops in tech & defense stocks drove recent underperformance. We adjust our...
567 Views
Mitra Adiperkasa (MAPI IJ) - Retail Therapy
MAPI’s expansion into Southeast Asia has slowed, as it focuses on Indonesia. Valuations are attractive, with a forecast recovery in 2H2025, with...
420 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
966 Views
Mitra Adiperkasa (MAPI IJ) - Parting Clouds Ahead
Mitra Adiperkasa remains a core retail proxy for Indonesia, with an increasing regional edge, and stronger growth prospects for FY2025. Valuations...
542 Views