Indonesia Equity Strategy - Site Visit: Social aid digitalisation for the intended beneficiaries
NY GHCourtesy of the National Economic Council (NEC), we visited...
EQUITY STRATEGY Indonesia Equity Strategy Nayla Yasmin Gerald Hugo
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Indonesia Equity Strategy - Super El Niño – Key sector implications
JT GHHistorical El Niño episodes have weighed on Indonesia's growth...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - Corporate Health Check 2Q26: robust financial results, still a subdued outlook
JT GHWe compiled 2Q26 results across ~230 JCI companies...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - Shock Decay
JT GH DT FJThe largest foreign exodus on record...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia equity strategy - Pulse check - industrial estates 2023 vs 2026
JT GH DT FJThree years since our last Indonesia industrial...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia equity strategy - Still Early Innings Of The Recovery
JT GHWe analyze historical market cycle to...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Indonesia 1Q26 BoP – Twin Deficit
JT GHIndonesia's 1Q26 BoP printed -2.4% of...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Corporate health check: Slowest growth of wallet size in a decade
JT GH FJWe have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
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Indonesia Equity Strategy - Stress test: budget & current account
JT GHOur stress test assumes that the government can hold the line...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia Equity Strategy - Tax refund analysis – limited impact
JT GHThe parliament's proposal to curb the ~IDR361trn annual tax refund pool...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Bottom-up Stock Assessment
JT GH DT FJWe frame this report as a tactical...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
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Indonesia equity strategy - Overweight Energy & Dollar Earner
JT GHGeopolitical tensions are escalating, and energy markets are...
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Indonesia equity strategy - How does Indonesia fare in the deal with US?
JT GHIndonesia’s Agreement on Reciprocal Trade with...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Back to Basics TSR Lens
JT GHThe recent MSCI-related volatility, which saw...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
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Indonesia equity strategy - Meal program: Expect a better trickle-down effect
JT GHWe view the Nutritious Meal Program as an increasingly...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo