'212' Demo Lifts Hardline FPI / Papua Massacre / Strong Tax Receipts / Prabowo Vs Press / LRT Trial
Hardline Islamic groups achieved a show of force by turning out 1 million supporters for the '212 Reunion' in Jakarta; this elevates the influence...
632 Views
Finance Minister's Expanded Tax Holidays for Pioneer Industries: Lazy Policymaking?
Six months after having introduced 100 percent tax holidays for pioneer industries (tech, infrastructure, machinery & refineries), the...
398 Views
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