27 April 2022
Across the ASEAN: Can Indonesia Sustain Strong Gains This Year?
The Jakarta Composite Index has been on a roll, rising by as much as 10% since the start of the year, and buoyed by the commodities boom that's seen Indonesian exports surge, and miners in the resource-rich nation thrive. But might China's COVID-19 lockdowns thwart the commodities boom and end the good times for Indonesia's stocks? How are rising costs impacting the average Indonesian? And will the recent export ban on palm oil curb higher cooking oil prices? John Rachmat, Chief Strategist for PT Pinnacle Investments, joined us on Across the ASEAN to discuss Indonesia's strong gains, and how one of their funds was able to outperform the Jakarta benchmark.

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Listen to his previous podcasts:

9 June 2021
Across the ASEAN: Could Rising COVID-19 Cases Thwart Indonesia's Outlook?
Indonesian equities were looking rather promising in the second half of May. But a worrisome resurgence of COVID-19 infections in parts of Central Java have stoked fresh concerns about the economy. John Rachmat, PT Pinnacle's Strategist, joined us on Across the ASEAN to discuss the new COVID challenges facing the economy, and why he still thinks bonds may actually have more upside than stocks in Southeast Asia's largest nation.

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17 February 2021
Across the ASEAN: Economic Recoveries, Electric Vehicle Dreams and Indonesian Unicorn Mergers
The start of the year has been a fairly busy one for Indonesian markets, with talk of a plans to create an electric vehicle battery industry, and a possible merger between two of the ASEAN region's biggest tech unicorns. John Rachmat, strategist at PT Pinnacle, joined us on Across the ASEAN to discuss recent developments in Indonesia, as well as the chances for the region's largest economy to bounce back. He also touched on how rising demand for Indonesia's many commodities and base metals might be weighed in the country's current account deficit against higher crude prices.

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16 December 2020
Across The ASEAN: Economic Rebounds, Flexing Rupiahs and Tobacco Taxes
Economists are expecting a solid economic rebound for the Indonesian economy. Will this carry over to markets though, especially given the continued uncertainty surrounding the COVID-19 virus? John Rachmat, Strategist at PT Pinnacle, joined us on Across the ASEAN to discuss their fund's outlook on Indonesian stocks and bonds, whether the Rupiah will continue to flex in the year ahead, and what to make of the plan to raise funds through higher tobacco taxes.

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26 August 2020
Across the ASEAN: Indonesia's Draft Budget and What's at Stake
Pinnacle's Strategist John Rachmat joined us on Across the ASEAN to discuss Indonesia's upcoming draft budget, and the risks it may pose for Indonesia's bond rating and the country's banks. He also touched on how the uncertainties, both new and ongoing, are influencing their investment strategy.

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15 April 2020
Across the ASEAN: Looking For Dead Cats in Jakarta's Gains Over the Last Few Weeks
COVID-19 cases and deaths continue to rise in Indonesia, posing a lot of questions about whether Southeast Asia's largest nation can bounce back from the pandemic. PT Pinnacle's Strategist John Rachmat joins us today on Across the ASEAN to assess the economic impact, the Rupiah's chances moving forward, and whether recent gains in the markets may be a dead cat bounce.

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18 December 2019
Across the ASEAN: The Year Ahead for Indonesia
After a rather bumpy 2019 that saw restricted gains for Indonesian equities, what does the New Year hold for markets in the region's largest country? Pinnacle Investment's Strategist John Rachmat joined us on Across the ASEAN to talk about the opportunities and challenges for Indonesia, why reforms have always been so tricky and what the future holds for the palm oil industry.

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21 August 2019
Across the ASEAN: Indonesian Markets with PT Pinnacle’s John Rachmat
After steady gains at the start of the 3rd quarter, the Jakarta Composite seems to have found itself stuck around 6260 and unable to find any lift-off. PT Pinnacle’s strategist John Rachmat joins us on Across the ASEAN to talk about what’s holding back investors in Indonesia, and why the rupiah’s direction will be an important factor. He also talks about the Bank of Indonesia’s upcoming policy decision, and the Widodo administration’s efforts to trim the fiscal deficit while pass a record government budget.

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