Indonesia Equity Strategy - Results recap 9M24: picking winners
GH JTWe compile Indonesia equities’ 9M24 results and provide a bottom-up assessment of which ones were above/in-lin
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Indonesia Equity Strategy - First take on US election verdict implications
GH JT HIIndonesia market view: While the current knee-jerk weakness has been expected, we recommend investors to not j
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Indonesia Equity Strategy - Pulse Check: KTA from Nourishing Futures
GH JTOne of the key projects from Indonesia’s new government is the Nutritious Meal Program (NMP)
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Indonesia Equity Strategy - Tactically prefer FMCG & retailers over banks
JT EWDespite the anticipated rate cut cycle, we believe Indonesia banks have limited room to lower their cost of fu