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Recent S. E. Asia research
|Indonesia: Jakarta raises risks for 2019, Jon Harrison, Jules Bordat, 21 Apr 2017|
|Indonesia: Our top pick in Asia, Jon Harrison, 5 Apr 2017|
|On the road in Asia: Strategy takeaways, Jon Harrison, 16 Mar 2017|
|Philippines: Reform outlook and external conditions favour equities, Jon Harrison, Nicolo Bandera, 17 Jun 2016|
|Philippines election preview: Does it really matter who wins?, Nicolo Bandera, Larry Brainard, Jon Harrison, 5 May 2016|
See all our S. E. Asia research >>
Indonesia: Our top pick in Asia
Most of the following analysis is relevant to fixed income and the rupiah, although our final conclusion relates to equities. As of today, we add a positive view on Indonesian equities to our high-conviction absolute views (see Table 1 below)....