Indonesian Rupiah Shines in Volatile Times
The Indonesian rupiah has outperformed most other EM currencies but headwinds may be appearing for the currency as the Fed starts raising rates and...
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Elections Likely to Hand a Decisive Mandate to Strongman Prabowo
Controversial ex-general Prabowo is poised to win the presidential election with Jokowi's son as his running-mate, potentially leading to unstable...
285 Views
Indonesia: Attractively Valued Amid Good Growth with Low Inflation and CA Surplus
With a real policy rate of +2.23% & 3.5% IDR appreciation ytd, BI saw no need to match the US rate hike. Solid 5%+ RGDP growth with a CA surplus...
207 Views
Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
256 Views
BRIDS Weekly Update Economic & Fixed Income Research Monday, February 26 , 2024
Fiscal spending is on the move, with Jan expenditure surging 30.2% y-y despite a 7.2% decline in revenue. We anticipate further growth in Feb.
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