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...
400 Views
Indian Financial Sector - Rumbled
We are neutral on Indian equities in our relative regional portfolio and expect the rupee to depreciate further against the the US dollar. The...
419 Views
India, Indonesia & Philippines - Further Currency Weakness, Higher Rates To Come
Emerging markets have been rattled by the deepening balance of payments crisis in Turkey and Pakistan. In both countries international reserves are...
521 Views
Different Strokes: India Versus Indonesia
This week, as both India and Indonesia celebrate their independence day, we are stuck by how similar drivers in these economies are and despite the...
515 Views
VP Choices Strengthen Jokowi Despite Disappointing Economy
By picking the leader of NU and the Indonesian Ulema Council, Ma'ruf Amin, as his running mate for the 2019 election, President Joko Widodo...
442 Views