MIKE SELL

By MIKE SELL

icon DOWNLOAD PDF REPORT

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
Share:

Related Articles