Luck is when opportunity meets preparation. After a painful decade of underperformance, we see the stars are aligned for Indonesia to outperform. Commodity supercycle, the rotation from growth to value stocks, investors pivoting to other markets after China tech clampdown, and rising geopolitical tension are favourable backdrops for Indonesia. Having Indonesia as our home turf allows us to see internal reforms happening at the margin that will amplify this external tailwind. Indonesia 2.0 is a rediscovery that will surprise you in many ways.

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About Our Blog

This blog covers obser-vations made by our team. It can touch on any subject that we deem relevant for investors in Asean markets.