Asia Economics Weekly Two years of Prabowo: Indonesia heading down the wrong path Indonesia’s President Prabowo marked two years in office this week and, while the headline economic figures look good, his populist, interventionist approach to governing poses risks to Indonesia’s... 23rd October 2026 · 8 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Oct. 2026) The policy moves by Bank Indonesia today suggest that officials are struggling to work out whether to prioritise supporting the rupiah or boost growth. These mixed messages risk undermining the... 21st October 2026 · 3 mins read
Asia Economics Update Bank Indonesia to hike on Wednesday to support rupiah The further sell-off today in Indonesia’s financial markets following MSCI’s latest threat to downgrade the country’s stock market means that a 25bp interest rate hike, to 6.00%, at Bank Indonesia’s... 19th October 2026 · 3 mins read
Asia Economics Weekly Bank Indonesia: MSCI threat puts rate hike in play Bank Indonesia is likely to leave rates on hold at its meeting next week, but today’s sharp market sell-off following MSCI’s threat to downgrade Indonesia to standalone status raises the prospect of a... 16th October 2026 · 4 mins read
Asia Rapid Response MSCI downgrade threat deals further blow to Indonesia 16th October 2026 · 2 mins read
Asia Economic Outlook AI boosting Asian growth, but support will fade Booming exports of AI-related products have helped offset the drag from higher energy prices and should continue to support growth across most of Asia in the near term. The AI boom is not feeding... 29th September 2026 · 25 mins read
Emerging Markets Economics Update Tight EM credit spreads mask lingering fiscal risks Measures of EM fiscal risk premia are very low, which partly reflects genuine policy improvements in some high-risk economies. But a few countries such as Mozambique and Tunisia still face the risk of... 29th September 2026 · 3 mins read
Asia Economics Weekly Rupiah and rate hikes, Singapore inflation rises again Bank Indonesia eft interest rates on hold at 5.75% for a third consecutive meeting on Wednesday but recent experience suggests that further sharp falls in the rupiah in the coming weeks would push the... 25th September 2026 · 5 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Sep. 2026) Bank Indonesia left its policy rate on hold at 5.75% today and, so long as the recent falls in the rupiah don’t morph into a sharp sell-off, we think interest rates will be left unchanged over the... 23rd September 2026 · 2 mins read
Asia Economics Weekly Fresh doubts over Indonesia’s commitment to fiscal rules Prabowo’s decision to sack Indonesia’s Finance Minister Purbaya at the start of the week initially raised hopes of a return to more orthodox policymaking, particularly after his replacement, Suahasil... 18th September 2026 · 4 mins read
Asia Economics Focus China Shock 2.0 is good news for ASEAN China’s export surge is strengthening rather than hollowing out South East Asian manufacturing. Cheaper inputs and Chinese investment should continue to lift the region’s exports and industrial... 15th September 2026 · 15 mins read
Asia Rapid Response Indonesia replaces finance minister amid signs of policy reset Indonesia’s decision today to replace Finance Minister Purbaya Yudhi Sadewa with his deputy is a welcome development, although we need more evidence of improvements in policymaking before we are... 14th September 2026 · 2 mins read
Asia Economics Weekly Singapore’s AI boom, test for Bank Indonesia GDP figures published this week confirm that Singapore’s economy is booming, with growth being driven by the global AI investment cycle and surging demand for electronics. But the boom is not... 14th August 2026 · 6 mins read
Asia Economics Update Indonesia – welcome signs of improvement The nomination today of Bank Indonesia’s senior deputy governor, Destry Damayanti, as the sole candidate to replace Perry Warjiyo is a welcome development. It should help ease concerns over the... 10th August 2026 · 3 mins read
