Asia / Indonesia


Group Research / October 01, 2019

Photo Credit - AFP

GDP growth, % YoY5.
CPI inflation, % YoY3.
Exchange rates, end of period14,20014,30014,40014,50014,450
Policy interest rates, end of period4.504.504.504.504.50
/aics/[Akamai-Origin-Hop] = [2] [Accept] = [text/html,application/xhtml+xml,application/xml;q=0.9,*/*;q=0.8] [User-Agent] = [CCBot/2.0 (] [Connection] = [close] [X-Forwarded-Host] = [] [Host] = [] [Accept-Encoding] = [gzip] [True-Client-IP] = [] [Akamai-Origin-Request] = [1] [Via] = [1.1 (AkamaiGHost), 1.1 (AkamaiGHost)] [X-Akamai-CONFIG-LOG-DETAIL] = [true] [Cache-Control] = [max-age=21600] [X-Forwarded-For] = [,,] [Accept-Language] = [en-US,en;q=0.5] [X-Forwarded-Server] = [] templatedata/article/region/data/en/AIO/012016/19012016_indonesia.xml.xmlaics/regionIndonesiaIndonesia Industry InsightsInsightsIndustryView AllRead Morenotaligned44Patient volume in 2020 expected to grow with increasing dengue breakouts and growth in universal insurance coverage amongst Indonesians.IndonesiaHealthcare/iwov-resources/aics/images/AICS/AIO/en/012020/200106_insights_thumb_indonesia_healthcare.jpg/aics/templatedata/article/generic/data/en/GR/012020/200106_insights_indonesia_healthcare.xmlIndonesia Healthcare: Transition continuesJanuary 06, 2020Our analysts took a deep dive exploring how Indonesia’s consumption basket is set to change as the country’s economy continues to grow.IndonesiaConsumer/iwov-resources/aics/images/AICS/AIO/en/102019/191031_insights_thumb_indonesia_consumption.jpg/aics/templatedata/article/generic/data/en/GR/102019/191031_insights_indonesia_consumption.xmlIndonesia’s Consumer Market: 1 country, 18,000 islands and 260m basketsOctober 31, 2019Relocation of capital city from Jakarta to East Kalimantan spells opportunities for Indonesia’s infrastructure and construction players.IndonesiaReal Estate/iwov-resources/aics/images/AICS/AIO/en/102019/191022_insights_thumb_indonesia_constructions.jpg/aics/templatedata/article/generic/data/en/GR/102019/191022_insights_indonesia_constructions.xmlIndonesia Construction: Looking more attractiveOctober 22, 2019Indonesia Economics InsightsInsightsEconomicsView AllRead Morenotaligned15Indonesia recorded a stable growth of 5% in 2Q19, contrary to the downward growth trend elsewhere. Fiscal lever could sustain growth momentum at its potential at 5.0%.IndonesiaGrowth, Rates/iwov-resources/aics/images/AICS/AIO/en/082019/190816_insights_thumb_Indonesia_Surfacing_economic_weakness.jpg/aics/templatedata/article/generic/data/en/GR/082019/190816_insights_Indonesia_Surfacing_economic_weakness.xmlIndonesia: Surfacing economic weaknessAugust 16, 2019March trade balance recorded a surplus, marking two consecutive months of surplus.IndonesiaGDP/iwov-resources/aics/images/AICS/AIO/en/042019/190418_insights_thumb_pressure_eases_on_indonesias_trade_balance.jpg/aics/templatedata/article/generic/data/en/GR/042019/190418_insights_pressure_eases_on_Indonesias_trade_balance.xmlPressure eases on Indonesia’s trade balanceApril 18, 2019The Indonesian second presidential debate on energy, food, and infrastructure was held on 17 Feb 2019.IndonesiaGDP/iwov-resources/aics/images/AICS/AIO/en/022019/190220_insights_image_Indonesia_election_watch_food_energy_and_infrastrcture.jpg/aics/templatedata/article/generic/data/en/GR/022019/190220_insights_indonesia_election_watch_food_energy_and_infrastructure.xmlIndonesia election watch: energy, food, and infrastructureFebruary 20, 2019Indonesia Economics DailyEconomicsView AllRead Morenotaligned7IndoGBs possess superior carry qualities and would be an attractive carry play over the next 3-6 months.IndonesiaRates/iwov-resources/aics/images/AICS/AIO/en/012020/200116_insights_thumb_IDRrates.jpg/aics/templatedata/article/generic/data/en/GR/012020/200116_insights_IDRrates.xmlIndonesia: Government bonds with high quality carryJanuary 16, 2020In line with our expectations, exports and imports contracted in September. Looking past these weak numbers, exports and imports growth may have bottomed.IndonesiaTrade, Rates/iwov-resources/aics/images/AICS/AIO/en/102019/191016_insights_thumb_indonesia.jpg/aics/templatedata/article/generic/data/en/GR/102019/191016_insights_indonesia.xmlIndonesia: look beyond the deficitOctober 16, 2019After 75bps cumulative cut this year, we expect another 25bps cut in 4Q. We think that risks are tilted towards more easing if economic activity does not pick up early next year.IndonesiaMonetary, Growth/iwov-resources/aics/images/AICS/AIO/en/092019/190924_insights_thumb_Indonesia.jpg/aics/templatedata/article/generic/data/en/GR/092019/190924_insights_Indonesia.xmlIndonesia: Monetary and macropru for growthSeptember 24, 2019Indonesia EquitiesInsightsEquitiesView AllRead Morenotaligned8Easing trade tension to boost momentumIndonesiaEquities/iwov-resources/aics/images/MODEL-PORT/201803/000_CJ0MW_240.jpg/aics/templatedata/article/generic/data/en/GR/000000/000000_insights_indonesia_model_portfolio.xmlIndonesia Equity PicksJanuary 14, 2020Optimism already building up for Indonesian equity markets as worries of domestic overhang fade away.IndonesiaEquities/iwov-resources/aics/images/AICS/AIO/en/122019/191219_strategy_thumb_market_strategy.jpg/aics/templatedata/article/generic/data/en/GR/122019/191219_strategy_market_strategy.xmlIndonesia 2020 Market Outlook: When the growing gets toughDecember 19, 2019Market sentiment in Indonesia expected to improve following newly appointed government, year end window dressing and improving US-China trade relationship.IndonesiaEquities/iwov-resources/aics/images/AICS/AIO/en/112019/191114_strategy_thumb_indonesia.jpg/aics/templatedata/article/generic/data/en/GR/112019/191114_strategy_indonesia.xmlIndonesia Monthly Strategy: Less stormy aheadNovember 14, 2019Indonesia MarketsMarketsView AllRead Morenotaligned0

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