Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
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J.P. <strong>Morgan</strong> <strong>Asset</strong> <strong>Management</strong> Standard Template 2009.ppt1993199519971999200120032005200720092011198520002001199020022003200419952005200620002007200820092005201020112010Indonesia - commodity investment boom has opened up the regions* Indonesia’s investment spending boom has occurred in commodity richregions.60Indonesian air passenger traffic by destination* But boom has resulted in broader economic development – improvingtransport links* The result has been an improved income potential for households acrossthe economyIndonesian investment <strong>to</strong> GDP outside Java lifted by commodity prices4020050403020% regional GDPUSD Index: year 2000 = 100500400300200100240190Domestic, passengers mnInternational, passengers mnIndonesian cement consumptionIndex: year 2000 = 100100140Ex-Java nom. invest. (lhs)Java nom. Invest. (lhs)90WB agri price (rhs)Thermal coal price (rhs)Cement: JavaCement: Ex-JavaSource: UBS, CEIC, Haver, World Bank
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