Indonesia, every mention
31 scenes · ← back to Indonesia
tap a year for its mentions
every year anyone Louis-Vincent Gave 9Richard Lawrence 6Rashmi Kwatra 4Ellen Ellison 4Ana Marshall 3Steve Galbraith 2Rajiv Jain 2Colin Campbell 2Bill Orem 2Wendy Cromwell 1
Verbatim, from the transcripts: the passages where Indonesia comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 52:57 Rajiv Jain It's a large system, Indonesia large system, and some of the larger banks in Indonesia are larger than European banks now. 2 times in the scene
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 6:51 Mason Morfit I spent three years in New Delhi, India, then eight years in Jakarta, Indonesia.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 3:46 Thomas Haugaard You saw a lot of catching up in many of the Asian economies, including Thailand, Indonesia,
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 56:45 James Aitken Suffice to say, there's a lot of work going on with Singapore, Indonesia, South Korea, Japan, the US about how do we make our supply chains fit for purpose and defense supply chains, critical minerals, energy, all of this is happening in…
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302)
- ▶ 45:15 Colin Campbell Well, this offset was because you helped regrow a forest in the Amazon, and another one might be, well, you helped provided cook stoves to low-income families in Kenya, and another one is because you helped grow some mangrove forests on…
- ▶ 52:02 Colin Campbell In some of these markets, in some investments, we're more likely to use a third party in what we do, particularly on the voluntary carbon side of things, where even if we sort of vertically integrate and go way up the supply chain, we're…
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 29:09 Ana Marshall There's a lot of excitement about Indonesia and Malaysia. 3 times in the scene
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 9:54 Louis-Vincent Gave If you look at Singapore, if you look at Indonesia, if you look at Brazil, 2 times in the scene
- ▶ 15:35 Louis-Vincent Gave Same story with Indonesian bonds.
- ▶ 16:28 Louis-Vincent Gave You wanted to buy Indonesia, you bought an U.S. dollar, you wanted to buy Philippines, you wanted to buy Brazil, partly because their own currencies were trash.
- ▶ 21:35 Louis-Vincent Gave You're left with us, you're left with India, Indonesia, et cetera. 3 times in the scene
- ▶ 26:07 Louis-Vincent Gave 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.
- ▶ 33:24 Louis-Vincent Gave Maybe we go to Indonesia.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 18:13 Rashmi Kwatra I was telling him their background, the politics of some of these markets, Indonesia, Philippines, you know, I would get engaged in discussion. 2 times in the scene
- ▶ 45:36 Rashmi Kwatra From Indonesia or India and vice versa.
- ▶ 51:54 Ellen Ellison Macro comments relative to the fact that China is the elephant in the room in all these markets, and it can be a both a positive influence in terms of supply chain shifting into Vietnam, Indonesia, and other markets outside of China, or if…
- ▶ 57:00 Rashmi Kwatra A lot of good news actually that comes out of these markets in the next several years, a lot of increased efficiencies, a lot of interesting companies that have had access to capital now listing on these markets, and I really feel like…
- ▶ 1:05:44 Ellen Ellison Typically, you've had more or less half portfolio in India, and then the other half across these other frontier markets, such as Indonesia and 3 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 46:24 Daniel Graña So I have a mask collection from Indonesia, Thailand, the Pacific Northwest and Africa.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 1:07:28 Wendy Cromwell Which is maybe more controversial about Indonesia.
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 35:33 Dan Ariely But people ended up wanting to do all kinds of things, all the way from drumming, to cartoons, to meditation, to yoga, to watching some rituals in Indonesia.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 49:04 Paul Black And if you think about the emerging middle class throughout the globe, this is just one aspect of it, but as people get wealthier in Brazil and Indonesia and India,
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 14:07 Michael Cembalest Exposures to emerging market countries and companies like Indonesian t-shirt companies.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 26:09 Chatri Sityodtong Karate in Japan, Taekwondo in Korea, uh, Kung Fu in China, Sambo in Russia, Muay Thai in Thailand, Sea Light in Indonesia, Lithuania in Myanmar, the list goes on and on.
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 11:45 Richard Lawrence No Thailand, no Indonesia, no Philippines, no Korea, of course, no China.
- ▶ 18:47 Richard Lawrence Indonesia, Thailand, Korea went down over 95% in dollar terms. 2 times in the scene
- ▶ 21:20 Richard Lawrence Same were Indonesia. 2 times in the scene
- ▶ 27:04 Richard Lawrence That are now being resolved, and now we're, we're in the early stages where we're building blue chips, just like we're building blue chips in China now, the way we built blue chips in Thailand or Indonesia or, or Taiwan years ago, and, and…
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 20:14 Steve Galbraith And so you'd fly in, and so I'd spend a month in Indonesia, a month in Chile, Argentina, all over the world, and you'd be kind of parachuted in and expected to analyze these really screwed up credits and come back with kind of a game plan. 2 times in the scene