iShares MSCI Indonesia ETF (EIDO)
Taiwan and Korea lose $29 billion in July: is money rotating away from AI?
Foreign investors continued pulling money from Asian equities in July, but the headline outflow masks a striking shift underneath: capital moved away from the region's biggest AI winners while selectively returning to markets with less dependence on the semiconductor boom. Investors sold a net $25.48 billion of shares across seven major Asian markets during the month, extending the region's foreign-selling streak to nine months.

EIDO: Indonesia Not Benefiting From Commodity Price Gains
I hold a neutral stance on the iShares MSCI Indonesia ETF, citing low valuation but persistent weak price action and a technical downtrend. EIDO trades at a bargain 8.7x P/E, but its 44% financials weighting and low 5.9% long-term EPS growth limit upside. Seasonality favors EIDO in July and August, yet resistance near $17 and heavy volume overhead constrain rally potential.

Indonesia plans to embed AI in key programmes, including $15 billion free-meal drive, document shows
Indonesia plans to embed artificial intelligence in some key government programmes including its $15 billion free meals plan, according to a presidential regulation draft seen by Reuters, part of a strategy that the government believes could lift its gross domestic product by 12% by 2030.
Bank Indonesia Raises Rates Again to Defend Rupiah
Indonesia's central bank raised interest rates again Thursday as it seeks to support the rupiah and contain inflation risks stemming from geopolitical volatility.
Foreign firms eye Hong Kong listings as IPO rebound broadens
About 10 companies from countries including Indonesia, South Korea and Singapore have filed for Hong Kong listings this year and some others are exploring options, an exchange executive said, as the market's robust IPO momentum lures global firms.
Indonesia wants to reforest 12 million hectares of degraded land, may sell carbon offsets, minister says
Indonesia is committed to rehabilitate 12 million hectares (29.65 million acres) of degraded land and potentially integrate new tree-planting efforts with its plan to develop carbon offset projects, its forestry minister said in a statement on Tuesday.
This Indonesian ETF Has A High Yield But Has Notable Risks
The iShares MSCI Indonesia ETF (NYSEARCA:EIDO) gives U.S.
EIDO's Dividend Dropped 27% in 2025, Signaling Deeper Trouble Ahead
iShares MSCI Indonesia ETF (NYSEARCA:EIDO) pays dividends twice a year, and the headline yield draws investors seeking emerging market income.
BlueCrest Capital Management Ltd Buys Shares of 36,000 iShares MSCI Indonesia ETF $EIDO
BlueCrest Capital Management Ltd purchased a new position in iShares MSCI Indonesia ETF (NYSEARCA:EIDO) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 36,000 shares of the company's stock, valued at approximately $635,000. BlueCrest Capital Management Ltd owned approximately 0.26%
EIDO: Hasn't Been Flourishing, But There's Potential For A Change
The iShares MSCI Indonesia ETF has only gained 2% this year and has grossly underperformed global and EM peers. Indonesian banks, comprising over 40% of EIDO, have faced sluggish loan growth, although stable NIMs in a dovish monetary setting reflect well. Recent government stimulus to the tune of $1B could lift Q4 GDP and 2026 prospects, while further rate cuts are expected from this month through Q1-26.
Indonesia Offers Value, But EIDO May Not Be The Best Vehicle
Indonesian equities appear attractively valued after a decade of underperformance in USD terms. The iShares MSCI Indonesia ETF (EIDO) offers convenient access but is highly concentrated and holds several richly valued or unprofitable names. Top holdings show a mix of strong historical growth and low P/E ratios, but the ETF includes triple-digit P/E and cash-burning companies.
EIDO: Indonesia Selloff Overdone
Indonesia's growth surprised to the upside last quarter. Equity markets trade at a substantial discount to Asian emerging markets. Politically based sell-offs may create a solid entry point.
White House releases U.S.-Indonesia trade deal framework, final talks underway
The U.S. and Indonesia agreed to the framework of a trade agreement, the White House said in a joint statement. Jakarta will drop almost all tariffs on U.S. goods, while imports to the U.S. from Indonesia will be set at 19%, according to the statement.
White House announces trade framework with Indonesia
CNBC's Eamon Javers joins 'Closing Bell Overtime' to talk the latest on trade talks between the White House and Indonesia.
President Trump announces 19% tariff on imports from Indonesia
CNBC's Megan Cassella reports on President Donald Trump's announcement of a preliminary trade deal with Indonesia that will set a 19% tariff on the southeast Asian country's U.S. exports.
Trump announces 19% tariff on imports from Indonesia
CNBC's Megan Cassella joins 'The Exchange' to give the latest on Trump's ongoing trade deals.
EIDO: This Indonesian ETF Is A Very Poor Choice For Long-Term Oriented Investors
EIDO provides easy access to Indonesian equities, but is a poor proxy for the broader economy and its growth potential. The ETF is heavily concentrated in a few big names in slow-growth sectors, limiting upside and increasing risk. While Indonesia's economy has strengths, EIDO's sector composition doesn't capture the country's most dynamic opportunities.
EIDO: Indonesia Poised To Bounce Back
Southeast Asian markets, particularly Indonesia, have struggled, but EIDO is a "BUY" due to a weakening dollar, falling valuations, and potential growth bottoming. EIDO's expense ratio is lower than IDX, and it offers a purer play on Indonesian equities, with financials making up nearly half its holdings. Global trade tensions and a declining US dollar could benefit emerging markets like Indonesia, making it well-placed for short- to medium-term gains.
EIDO: Reasonable Earnings Yield A Good Underlying Growth For A Maturing Economy
The iShares MSCI Indonesia ETF offers a 10% earnings yield and reasonably low expense ratios considering that it's quite an exotic exposure. The BI is prioritising protecting the rupiah by holding up rates, which is a great set up for financials which dominate the ETF. Net interest margins and loans growth rise for the largest financial holdings.
EIDO: Indonesia Well-Positioned For 2025 Recovery
EIDO: Indonesia Well-Positioned For 2025 Recovery
