Indonesia: Turnaround Underway, as a Re-Invented Presidency Forges Better Policy
President Jokowi is gaining political strength, providing the policy foundations for a durable acceleration in economic growth. Fiscal...
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Hopes for Uptick in Tech Exports
Exports slowing, but tech export cycle offers hopes for upturn Korea’s exports contracted 7% y/y for the first 20 days in Jan 16, up from the...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 2)
A follow up question to Part 1 of our 'Regional Currency Outlook' is the role monetary policy will play and what the overall implication is for...
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Ringgit Vs Rupiah: Which Is at Greater Risk?
The Ringgit and Rupiah were amongst the worst performing currencies in 2015, however the Ringgit took a much greater beating. Against the US Dollar...
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Regional Currency Outlook: Where Are the Vulnerabilities? (Part 1)
The year has not gotten off to a good start, with financial markets in disarray and currencies tumbling against the US Dollar. However, our view...
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