Asia Economics Update Aggressive rate cuts unlikely in Indonesia With inflation set to stay elevated until the end of the year and the current account deficit likely to remain a source of vulnerability, today’s rate cut by Bank Indonesia is unlikely to signal the... 17th February 2015 · 1 min read
Industrial Metals Update Shifting dynamics in the tin trade Indonesia’s efforts to dictate the tin market look increasingly futile as China finds a new source of tin ore and lifts domestic refined production. However, despite the changing dynamics, the bigger... 5th February 2015 · 1 min read
Asia Data Response Indonesia GDP (Q4) Indonesia today reported another quarter of weak GDP growth. The figures underline that the country’s new president, Joko Widodo, faces a tough challenge to reinvigorate the economy, despite a... 5th February 2015 · 1 min read
Asia Economics Update Asian equity markets make winning start to 2015 Emerging Asian equity markets have got off to a strong start to the year, while the performance of Asian currencies has been much more mixed. 30th January 2015 · 1 min read
Asia Chart Pack Interest rate cuts to be exception rather than rule Expectations that the fall in oil prices will trigger a wave of interest rate cuts across Asia are probably wide of the mark. Admittedly, Pakistan, India and Singapore have each loosened monetary... 29th January 2015 · 1 min read
Asia Economics Update Jokowi’s first 100 days: a promising start Indonesia’s new president, Joko Widodo (known as Jokowi) has made an encouraging start to hispresidency. But tougher challenges lie ahead, while a corruption scandal is raising questions about... 28th January 2015 · 1 min read
Asia Economic Outlook Lower oil prices to support growth The recent sharp drop in global oil prices is a positive development for Emerging Asia. It will support growth in most economies and will put downward pressure on inflation, providing scope for... 14th January 2015 · 1 min read
Asia Chart Pack Sri Lanka faces tight election contest Sri Lanka’s presidential election, scheduled for 8 th January, is shaping up to be much closer than expected, with the current president, Mahinda Rajapaksa, now facing a genuine challenge from... 24th December 2014 · 1 min read
Asia Economics Update Rough end to the year for Asian markets Emerging Asia’s financial markets have not escaped the latest turmoil unscathed, but they have fared better than other EM regions. 18th December 2014 · 1 min read
Asia Data Response Indonesia CPI (Nov.) Consumer price inflation in Indonesia rose sharply in November on the back of the recent hike in subsidised fuel prices. Inflation is likely to rise again in December and then remain elevated until... 1st December 2014 · 1 min read
Asia Economics Update Limited impact from Chinese rate cut Financial markets in Emerging Asia have on the whole had a fairly quiet month despite the recent Chinese rate cut and the expansion of the Bank of Japan’s programme of quantitative easing. 28th November 2014 · 1 min read
Asia Chart Pack Retail spending picks up, but recovery uneven There has been a gradual recovery in retail spending in Emerging Asia during 2014. The top performing countries are Indonesia and Malaysia, where retail sales are expanding at a double digit pace. In... 26th November 2014 · 1 min read
Asia Economics Update Where next for interest rates in Indonesia? Today’s 25 basis point rate hike by Bank Indonesia (BI) is a direct response to yesterday’s government decision to hike subsidised fuel prices. While we wouldn’t rule out the possibility of another... 18th November 2014 · 1 min read
Asia Economics Update Rate hikes in Indonesia unlikely despite subsidy cuts Today’s move by Indonesia’s new president to hike fuel prices is an encouraging first step on the road to reform. Although inflation is now likely to rise sharply, any spike should prove temporary... 17th November 2014 · 1 min read
Asia Economics Update Bank Indonesia to keep rates on hold well into 2015 Bank Indonesia (BI) left interest rates on hold again today despite the ongoing weakness of the economy. A large current account deficit and an uncertain outlook for inflation mean rates are likely to... 13th November 2014 · 1 min read
Asia Data Response Indonesia GDP (Q3) Today’s GDP data for the third quarter showed that another fall in exports and a further slowdown in investment growth were the main factors behind Indonesia's economy expanding at its slowest pace in... 5th November 2014 · 1 min read
