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2011 Investment Outlook

 

 



DR. Bernd Gutting
Chief Investment Officer
Allianz Asia Pacific

Most equity markets around the world continued their recovery in 2010, as the U.S. economy showed more signs of stabilization and the fears of double dip abated. Concerns of sovereign risks in peripheral European countries were the main source of volatility; but with the intervention of the ECB, some of those risks have been contained. 

Asian markets, unsurprisingly, were again the top performers, driven by strong economic growth, healthy earnings growth, favorable public finances, reasonable valuations and continued foreign inflows. The Indonesian equity market, which returned almost 50% was amongst the best performing markets globally. Bond market rallied strongly, driving down the 10-year government bond yield from 10.06% to 7.61%.

 

 

However, as we move into 2011, the investment landscape does not appear to be as rosy:

  1. Inflation in Indonesia has picked up sharply over the last 12 months on the back of weather related issues impacting food supply. The central bank has faced a barrage of criticisms from investors that it has been slow to hike interest rates. We expect the central bank to hike rates in the first quarter of the year, not because it believes that higher interest rates will put a cap to inflation problems, but to placate nervous investors. Higher interest rates certainly will not help food prices or change the weather patterns. Nevertheless, we believe Bank Indonesia will hike rate between 75 and 100bps in 2011. The impending removal of fuel subsidies for private cars could push inflation even higher. 

  2. Valuations for the market are no longer as attractive at over 14x 2011 earnings.

  3. The Indonesian equities and bonds are now well owned by foreign investors and any major macroeconomic concerns could trigger capital exports.

In the external environment, we have also identified two risks:

  1. Rising inflation in China has also been a foremost concern for the government. We will keenly monitor the Chinese authorities’ success in reining in inflation without triggering a hard landing.

  2. European debt issues are expected to continue to play out in 2011. Refinancing concerns for European peripheral countries and health of the Spanish banking industry are potential worries. 

 

Despite our less-than upbeat view of the immediate investment horizon, we see some bright spots. First, it is widely expected that Indonesia will achieve investment grade credit rating over the next 12 months.  We believe this will trigger renewed focus on the country and will spur interest in FDI and will further drive down the cost of debt. Achieving investment grade will be a testament to the prudent macroeconomic policies by the Central Bank and fiscal reforms over the last 5 to 10 years.

Second, the Land Acquisition Reform Bill is expected to be approved by parliament in the first half of 2011. The passing of this bill is crucial for the much-needed development of land infrastructure projects in the country. The sustainability of Indonesia’s high GDP growth rates is increasingly dependent on the development of its infrastructure. 

For equities, we believe 2011 will be a year for stock-pickers. Against the backdrop sketched above, we like companies in the commodity, infrastructure and property sectors. In the commodity space, we see opportunities in selected coal companies as we believe the demand and supply balance for coal will swing in favour of producers over the next 2 years. And we continue to focus on well-run companies with strong business models trading at attractive valuations and out-of-favour stocks.

For fixed-income, we expect a more cautious tone in 2011. With the inflation spike, investors are concerned that BI is behind the curve and would put pressure on the local bond prices. In addition, given the sizeable bond holding by foreign investors, a small trigger, domestic or external, could cause a big movement in the bond market. We are underweight duration and would opportunistically accumulate the government bonds when the yields rise. We continue our positive view on quasi-sovereign and high quality corporate bonds, which can offer the yield enhancement to the portfolio.

Kontak Perusahaan

PT Asuransi Allianz Utama Indonesia
Allianz Tower
Jl. HR. Rasuna Said
Kawasan Kuningan
Persada Super Blok 2
Jakarta 12980
Indonesia
Tel: +6221-2926 8888
Fax: +6221-2926 9090
Email : Feedback@allianz.co.id

 

PT Asuransi Allianz
Life Indonesia
Allianz Tower
Jl. HR. Rasuna Said
Kawasan Kuningan
Persada Super Blok 2
Jakarta 12980
Tel: +6221-2926 8888
Fax: +6221-2926 8080
Email: 
Contactus@allianz.co.id