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
Jul-26 ownership data suggest investors are testing the waters...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
The largest foreign exodus on record...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
Jun-26 flows reaffirm investors' defensive stance...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
Three years since our last Indonesia industrial...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
We analyze historical market cycle to...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
May-26 flows mark a near-complete reversal...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
Indonesia's 1Q26 BoP printed -2.4% of...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
We have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
Year-to-date April institutional equity flows confirm...
EQUITY STRATEGY Indonesia Flow Radar Jupriadi Tan Gerald Hugo
Our stress test assumes that the government can hold the line...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
The parliament's proposal to curb the ~IDR361trn annual tax refund pool...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
We frame this report as a tactical...
EQUITY STRATEGY Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
Geopolitical tensions are escalating, and energy markets are...
Indonesia’s Agreement on Reciprocal Trade with...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo
The recent MSCI-related volatility, which saw...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo