Asia ex-Japan’s three biggest economies are each grappling with major policy tests. In Indonesia, political unrest, the dismissal of a respected finance minister, and questions over the central bank’s independence have shaken confidence in what had been one of the region’s brightest growth stories. In India, softer inflation has led us to forecast rate cuts from the RBI – but will the central bank follow through? And in China, the government is facing calls for more stimulus against a backdrop of ongoing talks with Washington to try to stabilise a fracturing bilateral relationship.
Join economists from across our Asia teams on Thursday 25th September at 09:00 BST/16:00 SGT for this 20–30 minute briefing on the region’s most pressing macro and market issues. From domestic politics and economic policymaking to regional dynamics and geopolitical shifts, the team will share their views on what investors need to watch. During this call, the team will answer your questions as they address key issues, including:
- The threat to Bank Indonesia’s independence and what it means for markets
- How far the RBI could go in easing policy and the latest on the US-India spat;
- China’s evolving stimulus policies – and what the chip wars reveal about the direction of US-China relations.
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