Indonesia

4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 14, 2017 by Richard Lawrence · said 44 times in 18 episodes since 2017 · across every show →

Mentions by year

brought up most by Louis-Vincent Gave (9), Richard Lawrence (6), Rashmi Kwatra (4), Ellen Ellison (4), Ana Marshall (3), Steve Galbraith (2), Rajiv Jain (2), Colin Campbell (2)

tap a year for its mentions
00821542017201820192020202120222023202420252026episodesmentions
0242017201820192020202120222023202420252026episodes it came up in
0032642017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 1 mention in 1 episode
2023 6 mentions in 4 episodes 2 per episode
2022 12 mentions in 2 episodes 6 per episode
2021 10 mentions in 3 episodes 3 per episode
2020 1 mention in 1 episode
2019 1 mention in 1 episode
2018 2 mentions in 2 episodes 1 per episode
2017 9 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Indonesia, oldest first

Aug 14, 2017
Assertion Contradicted
Indonesian, Thai, and Korean equities fell over 95% in 1997-1998
“Indonesia, Thailand, Korea went down over 95% in dollar terms.”
Richard Lawrence Aug 14, 2017 ▶ 18:47 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Oct 10, 2022 bullish
Assertion Supported
Gave: China's large index weight masks broad emerging market outperformance
“The emerging market outperformance, the outperformance of Brazil, of Mexico, of India, of Indonesia, of Singapore, et cetera, all that is being hidden by China.”
Louis-Vincent Gave Oct 10, 2022 ▶ 11:17 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Oct 10, 2022 bullish
Assertion Partly supported
Gave: Markets in Singapore, Indonesia, Brazil, and India are resilient
“If you look at Singapore, if you look at Indonesia, if you look at Brazil, If you look at India, all these markets are actually up for the year. They're up on their equity markets, and they're up on their bond markets, or they're roughly flat, depending on whi…”
Louis-Vincent Gave Oct 10, 2022 ▶ 9:54 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Oct 10, 2022
Assertion Partly supported
Gave: EM money supply grew far less than Western aggregates during COVID
“You look at the monetary aggregates of Brazil or China or Indonesia, they didn't grow to the same extent as we saw in the Western world.”
Louis-Vincent Gave Oct 10, 2022 ▶ 26:07 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
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