Recent Commentaries tagged (indonesia)
NYT: China's Economic Power Unsettles the Neighbors
While China's massive fiscal policy response to this crisis has been a boon to the region, we continue to see signs of angst among neighbors - even those currently thankful for China's impact on their economies. The New York Times follows up on a theme offered via Australia back in the summer. [
Indonesia Expands at Fastest Pace in Southeast Asia
Indonesia continues to be a compelling story ... since we highlighted the country in May, we've seen a further 30% rally. [May 22, 2009: Indonesia: A Must Own Emerging Market] [Jul 9, 2009: Indonesia's Star Continues to Rise on Back of Yudhoyono's Re-election] Now with correlations at extreme...
Indonesia's Star Continues to Rise On Back of Yudhoyono's Re-election
President Yudhoyono appears to be on the way to a striking victory in Indonesia's election and this not very well followed country continues to attract some fans. With the caveat that if Western markets take another plunge this summer, that emerging markets most likely will follow - this country...
Morgan Stanley: Add Indonesia to BRIC
I see Morgan Stanley research is now a regular reader of Fund My Mutual Fund - they now propose Indonesia should be added to the B(razil)R(ussia)I(india)C(china). You heard it here first... ok, second. [May 22, 2009: Guest Post - Indonesia: A Must Own Emerging Market] So perhaps we are looking...
Guest Post: Indonesia - A Must Own Emerging Market
My comments appear here, and below the charts will be a guest post....I've invested over the years (via ETFs) in Singapore, Malaysia, India, Taiwan, and Hong Kong - as the "China will fix all the world's problem's" thesis plays out all these names, (along with resource based countries) have...
Indonesia - the long road back
The Asian financial crisis in 1997 pushed Indonesia to economic collapse a decade ago. Its overextended banking system imploded, spurring high unemployment, severe rioting and, eventually, the fall of the Suharto government. Weathering an even more calamitous global storm now, Indonesia has...