EIDO: Indonesia Not Benefiting From Commodity Price Gains

I hold a neutral stance on the iShares MSCI Indonesia ETF, citing low valuation but persistent weak price action and a technical downtrend. EIDO trades at a bargain 8.7x P/E, but its 44% financials weighting and low 5.9% long-term EPS growth limit upside. Seasonality favors EIDO in July and August, yet resistance near $17 and heavy volume overhead constrain rally potential.

Seeking Alpha • Jul 18, 2026

Banking Risk Monthly Outlook: July 2026

Higher interest rates in some emerging Asian banking sectors will likely lead to slower credit growth by the end of 2027. Serbia's interest rate cap order will expire in September, and expectations of this are likely to boost credit growth before expiration.

Seeking Alpha • Jul 9, 2026

Indonesia plans to embed AI in key programmes, including $15 billion free-meal drive, document shows

Indonesia plans to embed artificial intelligence in some key government programmes including its $15 billion free meals plan, according to a ‌presidential regulation draft seen by Reuters, part of a strategy that the government believes could lift its gross domestic product by 12% by 2030.

Reuters • Jun 22, 2026

Bank Indonesia Raises Rates Again to Defend Rupiah

Indonesia's central bank raised interest rates again Thursday as it seeks to support the rupiah and contain inflation risks stemming from geopolitical volatility.

WSJ • Jun 18, 2026

What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

Asian Currencies Consolidate Before Decision by Warsh-Led FOMC

Asian currencies consolidated against the dollar before first decision by a FOMC led by Chairman Kevin Warsh later.

WSJ • Jun 17, 2026

Bank Indonesia Surprises With Rate Hike to Stem Rupiah Bleeding

Indonesia's central bank hiked rates in an off-schedule decision on Tuesday, coming as a complex mix of headwinds hammer the country's currency.

WSJ • Jun 9, 2026

Younger Generations Drive Investment Growth In Southeast Asia

The retail surge is driven by rapid digitalization, a young demographic and increasing disposable income. Young investors are embracing both traditional and alternative assets.

Seeking Alpha • Jun 7, 2026

Bank Indonesia Delivers First Rate Hike in Years as Rupiah Flounders, Risks Rise

Indonesia's central bank snapped a long-running pause as it delivered its first rate hike in over two years.

WSJ • May 20, 2026

Foreign firms eye Hong Kong listings as IPO rebound broadens

About 10 companies from countries including Indonesia, South Korea and Singapore have filed for Hong Kong listings this year and some others are exploring options, an ​exchange executive said, as the market's robust IPO momentum lures global firms.

Reuters • May 19, 2026