Berita

IDR slide: Bad for the market

Following Bank Indonesia’s recent unexpected move to lower interest rates, almost all global investors we spoke with recently were concerned about weakness in the rupiah (IDR), down nearly 7%...

Bahana Dana Likuid Reksadana Terbaik 2015

  JAKARTA – Salah satu anak usaha PT Bahana Pembinaan Usaha Indonesia (persero), PT Bahana TCW Investment Management raih penghargaan “Reksa Dana Pasar Uang Terbaik 2015”...

Desirable February deflation; Undesirable IDR weakness

Beating our and market expectations, the country’s February Consumer Price Index (CPI) showed further deflation of 0.36% m-m (January: -0.24%), the lowest level in 15 years. February data...

Policy risk: Media sector’s non-compliant status

  With the Jokowi administration fixated on proper licensing (ie, from aviation to the retail sector), we believe that the Indonesian media companies could be at risk as they are not in...

Bahana Perkenalkan SiNar Kepada PDGI Jaksel

Jakarta. Dalam rangka mendorong pertumbuhan nasabah ritel, Bahana TCW Investment Management melalui program Bahana Power Lunch memperkenalkan SiNAR (Berinvestasi Benar) dengan menggelar Financial...

Macro picture: Inflation & trade updates

Arga SamudroEconomistResearch Department, Bahana SecuritiesMuch lower than our and consensus expectations, January CPI deflated 0.24% m-m, reflecting a y-y level of 6.96% (December: 8.36%). This...

Indonesia macro: Oil boon

On the back of lower oil prices, President Jokowi has announced a 13% cut in gasoline price from IDR7,600 per liter to IDR6,600, nearly back to square one compared to the price during the SBY...

Bahana Targetkan Rp 30T Dana Kelolaan di tahun 2015

Jakarta , Dalam acara Media Brief (Rabu, 14/01) tahun ini Bahana TCW memasang target pertumbuhan dana kelolaan sebesar 12 persen menjadi Rp 30 triliun, padahal pada 2014 perseroan berhasil...

Infrastructure: Threats and opportunities

To elevate Indonesia’s status to a middle-income country, the government, through the National Planning Agency (Bappenas), has mapped out a 5-year development target (RPJMN 2014-19). This...

2014 in review - 2015 market outlook

2014 ended strong for the JCI, which closed at 5,227 (high: 5,263 on 8 September; low: 4,161 on 6 January), reflecting a strong annual performance of 22.3% y-y, much better than the 2013...