Indonesia

The rupiah has recovered strongly from the Q206 EM sell-off, which saw the unit fall more sharply than most regional units. We expect the rupiah to break out on the strong side of... 2006-09-01

Indonesia's US$-denominated foreign bonds have performed very well lately, and look set to scale new highs, having recouped the they experienced after the EM correction that began... 2006-08-08

Although we are less bearish towards EM assets than we were, our negative stance remains. In this respect, before discussing our surveyed investment banks' current external debt positions,... 2006-06-30

The rupiah continues to test two-year highs at the key IDR8,700/US$ level, and has shrugged off Bank Indonesia (BI)'s rate cut - the first in an easing cycle. Strong inflows into... 2006-05-12

One of our key emerging market CDS spread compression plays over the past eight months has been the Philippine 5-year CDS over its Indonesian counterpart. The spread between the two... 2006-05-09

The ongoing dispute between US mining giant Freeport-McMoRan Copper and Gold Inc and the residents of Papua, with the Indonesian government caught in the middle, has major implications... 2006-03-29

Amid the current correction in EM equities and currencies - particularly in Turkey, Mexico and Brazil - Asian stock markets, currencies, and foreign bonds are holding up well, with... 2006-03-28

One of our key emerging market CDS spread compression plays over the past six months has been the Philippine 5-year CDS over its Indonesian counterpart. We first became bullish on... 2006-03-27

Our Asia BSI has shown an increase of 2.4 points to 94.1 in March, from 85.0 last November, mainly on the back of substantially increased exposure to Indonesia (up 15.0 points to... 2006-03-24

Indonesia's domestic and foreign bonds should receive a boost from the government's improving fiscal and debt management strategies. In addition, the Indonesia Capital Market Supervisory... 2006-02-14