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...
444 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...
572 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...
430 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...
575 Views
TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
503 Views