Indonesia
Economy
Concerns over the sovereign debt situation in the eurozone have sparked a renewed wave of risk aversion and we believe that the Indonesian rupiah is unlikely to be let off the hook....
2010-05-20Economy
BMI View: Back in May 2009, BMI suggested that the story of 'Three Asias' - that of China and India, the domestic demand-driven economies and the trade-dependent states - would dictate...
2010-03-30Economy
BMI View: While emerging Asia's policymakers are unlikely to adopt a common timetable to monetary stimulus withdrawal, we continue to see a gradual normalisation of interest rates...
2010-03-22Economy
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...
2009-09-16




