Indonesia: Prabowo Risk Beginning to Hurt IDR, Requiring Tighter Money
Despite a smaller fiscal deficit (1.6% of GDP) in 2023, markets are pricing in "Prabowo risk". The switch to a current account deficit will...
323 Views
Elections Likely to Hand a Decisive Mandate to Strongman Prabowo
Controversial ex-general Prabowo is poised to win the presidential election with Jokowi's son as his running-mate, potentially leading to unstable...
354 Views
Indonesia: Attractively Valued Amid Good Growth with Low Inflation and CA Surplus
With a real policy rate of +2.23% & 3.5% IDR appreciation ytd, BI saw no need to match the US rate hike. Solid 5%+ RGDP growth with a CA surplus...
257 Views
BRIDS Monthly Update Economic & Fixed Income Research February 2025
President Trump's latest tariff initiatives have heightened global trade tensions, raising concerns of a potential full-scale trade war.
232 Views
Macro Strategy: The Amalgam of Domestic Trends
he extension of TD DHE will improve FX reserve outlook, reducing risk from weakening reserve adequacy and will provide room for easing.
190 Views