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Macro Analysis / Global

IMF World Economic Outlook: Looking beyond the pandemic for emerging markets

In its latest World Economic Outlook, the IMF predicts the global economy to experience a 4.4% contraction in 2020 (+0.8ppt vs its June estimates) and a partial rebound to 5.2% growth in 2021 (-0.2ppt). Asia (-1.7% in 2020; +8.0% in 2021) faces a mor...
ING Think
ING Think 15 October 2020
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
Macro Analysis / Indonesia

Indonesia: Trade balance remains in surplus in September

Both exports and imports pulled back for another month with tepid global demand weighing on the export sector with outbound shipments of non-oil and gas products managing to eke out a 0.27% gain. Export and import trends have resulted in a trade surp...
ING Think
ING Think 15 October 2020
Indonesia: Trade balance remains in surplus in September
Indonesia: Trade balance remains in surplus in September
Strategy Note / Indonesia

Indonesia represents a liquid alternative for Frontier equity investors

Like so many other countries in the MSCI EM index, Indonesia is too small to matter for mainstream global emerging market public equity investors. Indonesia is not part of the MSCI FM or FEM indices even though, from a GDP per capita perspective, at...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 October 2020
Indonesia: A liquid alternative for Frontier equity investors
Indonesia: A liquid alternative for Frontier equity investors
Strategy Note / Indonesia

Indonesia adds reform to its cheap valuation

Indonesia's inflexible labour markets and muddled regulatory environment (ie unclear jurisdiction between central and local government) has prevented it from attracting foreign direct investment and upgrading infrastructure in order to replicate the...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 6 October 2020
Indonesia adds reform to its cheap valuation
Indonesia adds reform to its cheap valuation
Strategy Note / Global

Food delivery apps and the scramble for market share in EM

Technology and innovation have transformed the digital food delivery industry over the past five years, morphing it into a US$110bn business that has reshaped dining habits and disrupted traditional restaurant models. We estimate that Uber Eats has b...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 4 October 2020
Food delivery apps and the scramble for market share in EM
Food delivery apps and the scramble for market share in EM
Macro Analysis / Indonesia

Indonesia: Inflation still below target but BI’s hands remain tied with IDR pressured

Price gains remain subdued in Indonesia with the economy likely in recession due to the pandemic and the latest CPI inflation at 1.4%, in-line with expectation. Despite inflation slipping below target for a third month, we expect Bank Indonesia to ke...
ING Think
ING Think 1 October 2020
Indonesia: Inflation still below target but BI’s hands remain tied with IDR pressured
Indonesia: Inflation still below target but BI’s hands remain tied with IDR pressured