We are pleased to invite you to our dbAccess Indonesia Corporate Day which will be held at Deutsche Bank's Singapore office, One Raffles Quay, on March 18 (Monday).
It has been an interesting start to 2019 for equities investors, especially in emerging markets, with the delayed gratification from the Fed's rate hike in December 2018 offering room for a more dovish narrative ahead. Historical precedence suggests there is an extended window of opportunity before yield inversion materializes into recession and US$ strength. The Indonesian market rallied by an average 95% subsequent to rate peaks in the past four cycles.
On the flipside, 2019 is also a significant political year for Indonesia. President Joko Widodo could be set for a second term, with most polls pointing to another win for the reform-minded president. If that were to happen, we would expect the incumbent to push ahead with his soft-infrastructure initiative over the next five years.
The focus on soft infrastructure would mean a tactical shift from hard infrastructure development to human capital development. This is likely to benefit middle- to low-income consumers as the government aims to reform education, healthcare and other consumer-related sectors.
Against this backdrop, Deutsche Bank will host its dbAccess Indonesia Corporate Day in March. Our event will give investors access to senior management from companies across a broad range of sectors through one-on-one and small group meetings.
We look forward to welcoming you in Singapore.
For more information, please contact your Deutsche Bank representative or the
below main event contact:
Main Event Contacts
Tel: +852-2203 6230 (office)
Corporate Access, Indonesia
Tel: +62-21-2964 4523 (office)
Head of Equity Research, Indonesia
Tel: +62-21-2964 4569 (office)
Head of Equity Client Strategy &
Corporate Access, Asia Pacific
Global Head of Tactical Sales &
Tel: +852-2203 6039 (office)