ASEAN Economic Round-Up
In this quick note, Centennial Asia Advisors summarise and analyse briefly the notable economic going-ons in the three ASEAN economies below. We...
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Indonesia: Behind Improving Indicators, Vulnerabilities Remain
The Indonesian economy grew 4.73% y/y in 3Q15 on the back of increased government expenditure. But exports remain a drag on Indonesia's...
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Indonesia's deceleration
The Indonesian economy is decelerating as its years of commodity dependence catch up with it and the severity of the El Nino poses extended risks...
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Curator's Cut: Indonesia Stabilizing, Compute Capital & Shipping Surges
This Curator's Cut highlights Indonesian equities, the capital intensity of the data center build-out, and shipping opportunities.
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Asian growth prospects
The eventual US Federal Reserve Bank rate increase is not necessarily bad as it will is anything, end the uncertainty over timing and trajectory...
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