Rate & Tariff Hikes Will Slightly Reduce the Large CA Deficit; but Slumping Net FDI the Real Problem
On Thursday (27th September), BI raised its policy (7-day reverse repo) rate a further 25bp to 5.75% -- amounting to a cumulative 150bp of hikes...
397 Views
Indonesia Politics Weekly: Widodo Lead Intact; New BI Derivative; Saudi Vs Rizieq?; Projects Resume
Late on 28 September a devastating earthquake and tsunami struck Central Sulawesi and casualties could soar into the thousands. A reliable poll...
520 Views
Week Ahead in Global Macro: FOMC, US-China Tariffs, RBNZ, BI Vs BSP, Italy Budget, EZ CPI/Confidence
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this insight): What...
385 Views
Indonesia Politics Weekly: Prabowo on Ahok Plot; Rice Policy Row; Rp L/Cs for Exports; KPK Eyes NNT
Prabowo hurt his cause by admitting a plot against Ahok and signing a 'political contract' with hard-line Islamic groups. Widodo's running mate is...
521 Views
Rupiah Pressure: Politics Drive Policy Response
Amid relentless currency weakness, the president and economic officials have reiterated plans to curb non‑strategic imports and help exporters...
466 Views