Asia Economics Update How quickly might Indonesia’s public debt rise? Indonesia is likely to break its 3% of GDP legal ceiling for the fiscal deficit this year. Still, given the low public debt level today, so long as the deficit stayed close to this level it would take... 16th July 2026 · 4 mins read
Emerging Markets Economics Update Which EMs will be next to hike rates? The renewed rise in oil prices has cast fresh uncertainty over the outlook for interest rates. But one thing that emerges from the latest CPI data is that there are a handful of countries where strong... 15th July 2026 · 3 mins read
Asia Economic Outlook AI boom rolls on, as falling oil prices provide relief Booming exports of AI-related products have helped offset the drag from higher energy prices and should continue to be an important driver of growth in Asia in the near term. The drop in oil prices... 26th June 2026 · 24 mins read
Asia Economics Weekly Good news for Indonesia, but investor concerns remain Indonesia has avoided an immediate MSCI downgrade from EM status, but its continued inclusion now depends on further progress in market reforms ahead of a November review. The decision is therefore a... 26th June 2026 · 5 mins read
Asia Economics Weekly Indonesia back in the spotlight, hawkish central banks MSCI is expected to announce on Tuesday whether Indonesia will retain its emerging market status, with recent reforms and press reports suggesting that a downgrade to frontier market status is... 19th June 2026 · 5 mins read
Asia Economics Weekly Outlook for Asian currencies hinges on US-Iran deal Asian currencies have rebounded on hopes of a US–Iran deal and lower oil prices. Stronger currencies would reduce the need for aggressive rate hikes by Asian central banks. 12th June 2026 · 7 mins read
Asia Rapid Response Indonesia Emergency Interest Rate Announcement (Jun. 2026) 9th June 2026 · 2 mins read
Asia Economics Weekly Inflation high but stabilising (mostly), turmoil in Indonesia May’s inflation data across Asia were mixed but broadly encouraging. While inflation remains well above pre-war levels in most economies, it generally stabilised last month. We expect most central... 5th June 2026 · 4 mins read
Event Asia Drop-In: Is Indonesia becoming uninvestable? 9th June 2026, 9:00AM BST Indonesia's recent market turmoil reflects more than a run of disappointing economic data.
Asia Economics Update Indonesia: investors lose faith as Prabowo doubles down The latest sharp falls in Indonesia’s financial markets reflect growing concerns that President Prabowo is doubling down on his populist and interventionist approach to policymaking. The central bank... 4th June 2026 · 4 mins read
Asia Economics Weekly Bank Indonesia hikes, who will be next? Bank Indonesia delivered an unexpected 50bps rate hike earlier, driven primarily by concerns over rupiah weakness. We now see a further 50bps of tightening by end-2026. Attention now turns to meetings... 22nd May 2026 · 5 mins read
Asia Economics Update Prabowo tightens grip on Indonesia’s commodity exports The creation of a state-owned export monopoly may help Indonesia’s government capture a greater share of commodity revenues, but it risks deterring investment, undermining confidence in policymaking... 21st May 2026 · 3 mins read
Asia Economics Update Rate hike would provide only brief respite for rupiah The Indonesian rupiah has continued to slide over the past week and, while we think intervention in the foreign exchange market will remain Bank Indonesia’s primary course of action to prop up the... 18th May 2026 · 4 mins read
