A clued in expat who writes on this site thinks there is a chance Jakowi might lift the bans to get more cash flowing in. The Indos have a lot of bills to pay and in particular the fuel subsidy is costly. So at that very simplistic level there is a double edged sword. A choice to scrap subsidies or quickly generate regular income, including with mineral exports, to help pay for the subsidy. Neither of which are popular.
So I tend to think that either of the potential presidents will bear with the short term pain while these new metal smelters and refineries are built. A bit of a wait and see proposition.
QBL Price at posting:
2.8¢ Sentiment: None Disclosure: Not Held