I did a simple currency forecast on ASEAN currencies, using average forecast results from Purchasing Power Parity (PPP) and Interest … More
Tag: Indonesia
Rising US Rates
Newsflash US 10-year yield jumps to a fresh 7-year high after unemployment rate falls to lowest in 49 years Job … More
Indomie, anyone?
Brief Company Profile PT Indofood Sukses Makmur Tbk, better known as Indofood, is a major Indonesian company involved in the … More
Yield Divergence & US Dollars Debasement
Are we finally seeing the debasement of US dollars?
ASEAN: Yield Differential Update (Dec 2017)
With a 25bps point increase in Fed Funds rate announced yesterday, US is continuing its path towards interest rate normalisation. … More
Indonesia: Yield & Stock Market
Indonesia – a truly beautiful country. Indonesia’s stock market is even more beautiful, rising more than 4.7x since 2008: There … More
Applying The PEG Ratio
The Price-to-Earnings to Growth (PEG) ratio is calculated easily and represents the ratio of the P/E to the expected future … More
Tactical Screening: Indonesia
Screening for potential undervalued securities in Indonesia
Hot Money (Part 2)
Hot Money & South East Asian Stock Markets Briefly touched on real interest rate and hot money in an earlier post: … More
Betting On Indonesia
Indonesia does present growth opportunities, given the sheer size of its population. If I would ever invest in Indonesia, it … More