Anchor Report: Indonesia data center - In the early innings of growth
JT GHCurrently, the Indonesia data center industry is running on about...
TECHNOLOGY ANCHOR REPORT Indonesia data center Jupriadi Tan 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 Flow Radar - Jul-26: Testing the waters
JT GHJul-26 ownership data suggest investors are testing the waters...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
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Indonesia Flow Radar - June-26: Stay defensive, deploy selectively
JT GHJun-26 flows reaffirm investors' defensive stance...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
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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 Flow Radar - May-26: A trading market
JT GHMay-26 flows mark a near-complete reversal...
EQUITY STRATEGY Indonesia Flow Radar 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 Flow Radar - Crowded into commodities, fleeing financials
JT GHYear-to-date April institutional equity flows confirm...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
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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 - 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