The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Indonesia: Post-Omnibus Bill Reform Agenda Still Has Legs, With Longer-Term Spillovers for IDR
Despite the passage of the Omnibus Bill last year, the reform agenda still has legs, with positive spillovers to growth and the Rupiah over the...
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Indonesia: Budding Signs of a Turnaround, But Watch The IDR
Early indications point to an economic recovery that is gaining momentum in Indonesia. But the external environment may be less supportive of the...
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USD Bull Cycle to Inflect Risk Asia
We have been buying the USD versus weaker Asian FX and now seeing a low in the USD/SGD. DXY 89 low/rally touted to front run a January risk event...
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Monthly Currency Seasonality: Down and Out?
Covid-19 pandemic and national lockdowns in 2020 wreaked havoc with historical monthly seasonal patterns for developed and EM currencies. But what...
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