Market correction, tech weakness, oil selloff, higher rates, China growth worries, and trade wars point to a worsening 2019 outlook. We take stock of our monetary policy calls for G3+Asia. Taimur Baig, Nathan Chow - 23 Nov 2018 | DBS Labour market and domestic demand dynamics would keep the Fed...
Jakarta – PT Bursa Efek Indonesia (BEI) kembali mencatatkan rekor dari sisi pertumbuhan jumlah investor saham dalam satu tahun. Jumlah investor baru saham di BEI di sepanjang 2018 telah tercatat sebanyak 200.935 single investor identification (SID). Berdasarkan data PT Kustodian Sentral Efek Indonesia (KSEI), per tanggal 19 November 2018, total...
Philip Wee, FX Strategist Eugene Leow, Rates Strategist DBS Group Research FX: Global monetary outlook is siding with the USD The Fed, over the past year, has been unwinding its balance sheet to 20% of GDP from 23%. This compares favourably with the sizable balance sheets at the European Central Bank (40%) and...
Leo Rinaldy, Aziza Nabila Amani | Riset Mandiri Sekuritas |  Jumat lalu, pemerintah mengumumkan paket ekonomi ke-16 yang terdapat beberapa perubahan dalam beberapa regulasi: tax holiday list, daftar investasi negatif, dan insentif ekspor.  Tujuan dari paket...
Lee Young Jun, Mirae Asset Sekuritas Indonesia | Nov 21, 2018 - Among the paradigm-shifting innovations of the fourth industrial revolution, the sharing economy is near the top of the list. But while the sharing economy continues to spread around the globe, many countries still lack a precise set of...
Stevanus Juanda 9M18 net income rose 14.1% yoy, ahead of our 12.1% expectation for 2018. 3Q18 net income rose 15.8% yoy and was up 12.1% qoq. Retailers (MAPI, RALS and AMRT) beat expectations while financial and consumer stocks were in line. Cement beat expectations, which was a surprise. Telco and...
At its November monetary policy monthly meeting on 14 – 15 November, BI unexpectedly decided to raise the 7-Day RR rate by 25bps from 5.75 percent to 6.00 percent, while the deposits and lending facility rates were also hiked by 25bps to 5.25 and 6.75 percent, respectively. This move...
Analisis tolak ukur biaya seluler internet seluler regional kami menunjukkan kapasitas yang cukup besar untuk pengoptimalan harga data di Indonesia Dengan kenaikan upah minimum tingkat nasional yang ditetapkan sebesar 8% YoY pada tahun 2019, menurut kami industri seluler Indonesia masih memiliki peluang untuk menyampaikan harga internet seluler yang lebih tinggi...
The key sources of pressure on emerging markets (EMs) over the summer – chiefly tighter US monetary policy and a strengthening dollar, and risks to global trade and growth – remain in place even if market pressure on EMs has eased. The impact of both EM-wide and sovereign-specific factors...
BI unexpectedly raised the policy rate by another 25bps to 6% yesterday. Masyita Crystallin, Ph.D. Economist – Indonesia & Philippines DBS Group Research  The central bank is attempting to be ahead of the curve to maintain IDR stability  BI signalled the possibility of further pressure to Rupiah amidst US and Europe...