• sectoral review

    • sectoral review
    • sectoral review
      • February-2020: Slowing Growth Continues
        The finance industry reported weak financing growth of 3.7% year-on-year (YoY) to IDR 452.2 trillion in 2019, lower than the compound annual growth rate (CAGR) in the last four years of 3.9%. This percentage is also lower compared to the previous year, which was 5.2% YoY. More detail ...
      • December-2019: Indonesia’s Petrochemical Industry
        We are of the view that the outlook for the petrochemical industry is stable. Prospects for demand growth are positive in the medium term, although there are short-term risks from the slowdown in the production of plastic and rubber-based goods. Even low oil prices allow producers to maintain a stable level of profit. From the supply side, Indonesia needs new investment to reduce import dependency, especially for aromatic products. More detail ...
      • October-2019: The Banking Industry
        We are of the view that the banking outlook is relatively stable in the medium term. This is supported by relatively stable profitability, maintained liquidity and strong capital. We expect liquidity conditions to start loosening, along with accommodative monetary policies adopted by Bank Indonesia. This is reflected by a decrease in the loan to deposit ratio and a decrease in short-term interest rates on the interbank market. More detail ...
      • August-2019: Base Metal Industry
        We see downward pressure on base metal prices in the short term in line with the prospect of a slowdown in the global economy, the tension from the trade war, and the fundamental conditions of supply and demand. The outlook for the domestic industry is highly exposed to global demand, because most of the output produced is shipped overseas as domestic absorption is limited. More detail ...
      • June-2019: Non-Life Insurance Industry
        We see the outlook of the non-life insurance industry as relatively stable. We expect growth this year to be in line with the 10% target, even though challenges remain in a number of segments. More detail ...
      • More ...