Indonesia, every mention
7 scenes (2021) · ← back to Indonesia
tap a year for its mentions
every year 2021 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
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.