Jon Harrison

Managing Director, EM Macro Strategy
+44 20 7246 7879

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Recent S. E. Asia research

* Vietnam: On the road in Ho Chi Minh City, Larry Brainard, 29 Sep 2017
* 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, , 17 Jun 2016

See all our S. E. Asia research >>

Indonesia: Our top pick in Asia

Overview

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)....

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