Indonesia: Three Implications of Underperformance
Lacklustre figures weaken President Jokowi’s position GDP figures continue to disappoint: Second quarter economic growth was unchanged from 1Q17’s...
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Why Invest in Frontier Markets? Sri Lanka a Case in Point. Insights from Our Recent Investment Trip.
Over the last few decades, we have witnessed the Asian Tigers – South Korea, Taiwan, Hong Kong, and Singapore – evolve from 3rd world frontier...
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ASEAN : 20 Years on from Asian Financial Crisis
Anniversaries are good milestones to take stock, reflect and ruminate over the lessons. In the investing world, major events bring learning and at...
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Indonesia: Domestic Demand Provides a Spur at Last
Indonesia's economy is poised to accelerate, as the export-led recovery spreads to domestic demand -- thus enabling real GDP to accelerate above...
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Indo Macro, How Is Your Achilles' Heel? - Part II
A close examination of Indo's detailed Balance of Payment (BOP) in 1Q17 reveals that Indo macro fundamentals remain strong. 1Q17 Current Account...
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