BI will wait until the electricity hike is revealed. |
It is possible this could be a bluff from the government to push both parties to come to the negotiation table more seriously. |
Most important thing for the government is consistency of policy. Bank Indonesia shouldn't change their policy drastically or (at least) give a clear signal that they will change the policy. Market will not tolerate a policy slippage. |
The sharp downtrend is unlikely to be sustainable particularly from year-end onward because of the seasonal factors but the government would still be able to reach around 10 percent figure by year-end, |
The sharp downtrend is unlikely to be sustainable particularly from year-end onward because of the seasonal factors but the government would still be able to reach around 10 percent figure by year-end. |
This is slightly positive for investors' perceptions, especially foreigners, in the sense that it has provided certainty over the case. However, I think the criminal process should really go on to uncover what really happened. |
When you have such a huge price gap you leave the door open to arbitrage by oil smugglers. |
Why wait longer? If they wait longer, then they will need more financing for the budget deficit. |