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Indonesia: The most underappreciated country in South East Asia? – October 2020

• Indonesia has exciting long-term structural advantages, which have been
  forgotten by investors
• We expect an economic upturn due to both monetary and fiscal stimulus,
  coupled with major structural reform which could be a powerful catalyst
• This is not reflected in market valuations, and thus we can readily identify
  attractive well-run companies
• Indonesia is therefore one of our greatest differentiators versus peers and indices