Jemmy Paul Wawointana, SucorInvest Asset Management

Jemmy Paul Wawointana, SucorInvest Asset Management

24 June 2020
Across the ASEAN: Will Optimism for Indonesian Stocks Extend into the 2nd Half?
On Across the ASEAN, SucorInvest Asset Management's CIO Jemmy Paul Wawointana joined us once again to talk about the Jakarta Composite Index's solid gains this Wednesday, and whether optimism in Indonesian stocks will carry over into the second half of the year. He also touches on how investors are weighing a possible Indonesian economic recovery against COVID-19 infections, and why the Rupiah's been so strong despite the economic uncertainty.

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Listen to his previous podcasts:

25 March 2020
Across the ASEAN: The Brutal 1st Quarter for Indonesian Markets
The first three months saw many markets across the ASEAN fall in to bear market territory, including Indonesian equities, with the IDX dealing with a number of circuit breakers and trading halts after worrisome intraday losses. But Jemmy Paul Wawointana, CEO of Sucor Asset Management, is holding out for a better tomorrow, and finds valuations have come down quite a bit. He joins us on Across the ASEAN to also discuss what the dollar's strength and the collapse of oil prices meant for stocks in Jakarta, and where the state of Indonesian consumer sentiment is.

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16 Oct 2019
Across the ASEAN: Can Indonesian Markets Close Out the Year Strongly?
Indonesian stocks have run into some turbulence in recent weeks, with foreign funds taking more to bonds than equities in Jakarta. But SucorInvest's CIO Jemmy Paul Wawointana isn't ready to give up on Indonesian stocks just yet. He provides us his outlook on Indonesia's broad markets on Across the ASEAN.

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Across The ASEAN: Indonesian Markets Ahead Of The National Elections
The race for the Indonesian presidency is a tight one, with the Jakarta Composite trading sideways for most of the last 3 months. But regardless of the outcome, SucorInvest Asset Management's CEO Jemmy Paul Wawointana is still positive on his country's market outlook. He particularly likes bank & infrastructure stocks, but isn't too hot on palm oil.

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