Indonesia
Economy
Our long-held view of region-wide disinflation is now well underway, and it appears only a matter of time before Asia's central bankers turn to monetary easing in a bid to support...
2012-01-17Economy
BMI View: Asia's external creditworthiness remains structurally sound, but growing macro stresses - including the likelihood of recession in several countries - have caused some cyclical...
2012-01-12Economy
We hold a bearish view on the IDR over the short term. Although Bank Indonesia (BI) has been intervening heavily of late in order to maintain the IDR9,000/US$ level, we do not believe...
2011-12-08Economy
Leading indicators across emerging Asia are signalling a much deeper economic slowdown, if not an outright contraction, in the coming quarters. The lack of fiscal and monetary levers...
2011-12-06Economy
BMI View: The latest round of PMI data lend weight to our call for a significant manufacturing slowdown across Asia in H211 and 2012. Moreover, the steep plunge in Taiwan's PMI print...
2011-08-01Economy
BMI View: We maintain a defensive strategy towards EM Asia equity markets in H211, preferring non-cyclical over cyclical stocks. As expectations for the regional economy are toned down,...
2011-07-18Economy
Our theme of slower growth and disinflation across Asia in H211 and 2012 suggests significant value in the region's fixed-income markets. Our long-held bullish view on Australian debt...
2011-07-12Economy
Since our latest Sovereign Risk Ratings update for Asia, we observe a slight deterioration in the fiscal positions of a number of countries, which has helped reduce the regional average...
2011-06-23
