Country / Indonesia


Group Research / April 01, 2019

Photo Credit - AFP

GDP growth, % YoY5.
CPI inflation, % YoY3.
Exchange rates, end of period14,12614,19514,50014,55014,600
Policy interest rates, end of period6.
/aics/[Akamai-Origin-Hop] = [3] [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), 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 Morenotaligned47Indonesia telecom operators expected to witness double-digit expansion in data revenues, driven by rapid growth in usage of data services.IndonesiaTelecom/iwov-resources/aics/images/AICS/AIO/en/102019/191007_insights_thumb_indonesia_telecom.jpg/aics/templatedata/article/generic/data/en/GR/102019/191007_insights_indonesia_telecom.xmlIndonesia Telecom Sector: Exciting pair trade opportunityOctober 07, 2019Our analysts took a deep dive exploring technological advancements in the Nickel market and how it may help with the mass adoption of Electric Vehicles in the near future.IndonesiaCommodities/iwov-resources/aics/images/AICS/AIO/en/092019/190918_insights_thumb_nickel.jpg/aics/templatedata/article/generic/data/en/GR/092019/190918_insights_nickel.xmlNickel and the Battery Revolution: A New Dawn for Nickel in BatteriesSeptember 18, 2019Excise tax rates imposed by Indonesian Government on tobacco products to adversely impact industry and reduce consumption.IndonesiaConsumer/iwov-resources/aics/images/AICS/AIO/en/092019/190916_insights_thumb_indonesia_cigarettes.jpg/aics/templatedata/article/generic/data/en/GR/092019/190916_insights_indonesia_cigarettes.xmlIndonesia Cigarettes: Not a good signSeptember 16, 2019Indonesia Economics InsightsInsightsEconomicsView AllRead Morenotaligned18Indonesia 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 Morenotaligned10After 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, 2019Slowing growth seems to be the main factor for the Bank Indonesia pre-emptive rate cut. BI may only be comfortable to match the Fed pace going forward.IndonesiaMonetary, Rates/iwov-resources/aics/images/AICS/AIO/en/082019/190823_insights_thumb_indonesia.jpg/aics/templatedata/article/generic/data/en/GR/082019/190823_insights_indonesia.xmlIndonesia: Another pre-emptive rate cutAugust 23, 2019Conditions are aligned for Bank Indonesia to embark on an easing cycle, with a cut likely to come as soon as Thursday. We think that BI could cut by 25bps in 2019 and 50bps in 2020.IndonesiaRates/iwov-resources/aics/images/AICS/AIO/en/072019/190717_insights_thumb_Indonesia_rate_cuts_in_the_horizon.jpg/aics/templatedata/article/generic/data/en/GR/072019/190717_insights_Indonesia_rate_cuts_in_the_horizon.xmlIndonesia : Rate cuts in the horizonJuly 17, 2019Indonesia EquitiesInsightsEquitiesView AllRead Morenotaligned8External factors continue to drive the volatility in the equity market and we don’t think they will go away in the near term.IndonesiaEquities/iwov-resources/aics/images/MODEL-PORT/201803/000_CJ0MW_620.jpg/aics/templatedata/article/generic/data/en/GR/000000/000000_insights_indonesia_model_portfolio.xmlIndonesia Equity PicksSeptember 16, 2019S&P upgrade of Indonesia’s sovereign credit a potential upturn for foreign investments flows, although other external pressures still weigh heavy in the near term.IndonesiaEquities/iwov-resources/aics/images/AICS/AIO/en/062019/190613_strategy_thumb_indonesia_monthly.jpg/aics/templatedata/article/generic/data/en/GR/062019/190613_strategy_indonesia_monthly.xmlIndonesia Monthly Strategy: Pedalling against the tideJune 13, 2019Jokowi expected to emerge victorious based on preliminary quick vote counts, and is set to serve as Indonesia’s President for a second term.IndonesiaEquities/iwov-resources/aics/images/AICS/AIO/en/042019/190418_insights_thumb_strategy_indonesia.jpg/aics/templatedata/article/generic/data/en/GR/042019/190418_insights_strategy_indonesia.xmlMarket Strategy: Re-rating on Jokowi’s winApril 18, 2019Indonesia MarketsMarketsView AllRead Morenotaligned0

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