Once Growth Come, Money to Follow

Dear Yield Hunter,

In the last 14 days, we had meeting to discuss current policy and situation to several clients, on-shore and off-shore, ranging from domestic fund managers, non-bank financial institution, local bank, foreign bank, and foreign investor, both on equity and fixed income side. 

On new MoF policy, the perception are mixed and tend to be curious on what really his aim? Since he does not mention specific target on the IDR200tn of liquidity placement in the SoE banks, and continue to ask what’s next?

The Bottomline: Many things need to some proof, but everybody are agree, now we need growth. If growth really come, money to follow. If you have some question, please contact our Equity or Fixed Income Sales.

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