Countries In-Depth
Indonesia: Time To Upgrade?
A major slowdown in nominal growth was behind Indonesia’s recent stock underperformance. Dedicated EM equity portfolios should upgrade Indonesian stocks from underweight to neutral. We also recommend a new relative trade: go long Indonesian banks / short EM banks.
BCA Research | Emerging Markets Strategy
Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.
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