Research Briefing
Indonesia's domestic demand has proved surprisingly resilient to monetary tightening in 2023, prompting multiple upgrades to our growth forecast this...
Research Briefing
Indonesia's domestic demand has proved surprisingly resilient to monetary tightening in 2023, prompting multiple upgrades to our growth forecast this...
Research Briefing
We now expect Bank Indonesia to start cutting the policy rate in Q4 2023, earlier than our previous expectation of Q1...
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Research Briefing
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
Due to ongoing pandemic-related spending needs, we now expect Indonesia’s fiscal deficit will narrow to 3% of GDP only by...
Research Briefing
Asian currencies have broadly struggled in recent months due to the strengthening of the US dollar on the back of...