Indonesia
Economy
Despite a substantial market correction in recent weeks, we continue to hold a broadly bearish stance towards Asian equity markets, with many key indices across the region making...
2010-02-08Economy
We see only limited to Vietnam's external debt position in spite of increased foreign indebtedness and expectations of further devalutions in 2010. A comparatively low debt pile,...
2010-02-04Economy
Although the global financial crisis has abated, and Asia's recovery story to date has more than exceeded expectations, we believe that little has changed in terms of the structure...
2010-01-28Economy
The Indonesian rupiah has been one of the best performing currencies in Asia, and we still see potential for further upside over the medium term. From a technical basis, the rupiah...
2009-10-15Economy
With the US dollar firmly on the ropes, Asian FX are looking red-hot, with several currencies on course to launch an assault on key areas of technical resistance. For some time, BMI's...
2009-09-16Economy
BMI View: We hold to our view that sukuk issuance will recover in line with other global corporate finance markets in 2010 as risk appetite increases, assuming the Nakheel sukuk is...
2009-09-01Economy
BMI View: Recent suggestions that Asian economies are 'decoupling' from the US are misplaced. Asia is indeed bouncing back, but this reflects massive fiscal and monetary stimulus...
2009-08-25Economy
Indonesia's real GDP growth remained robust in Q209, rising by 4.0% y-o-y. Owing to the country's resilient domestic demand and an improving global economic outlook, we have revised...
2009-08-11




