Investment Ideas: Indonesian elections, Cameco/Westinghouse and global EM debt

Plus yet more depressing news for D9, and the most shorted stocks to avoid

Note 1: Indonesia’s elections and funds

By the time you read this, we’ll probably have the results of the Indonesian presidential elections. I have no idea who will win – nor any view on who should win. I would note that if you are interested in countries with huge potential, Indonesia is one to watch, alongside Bangladesh, which I talked about a short w…