Currency Seasonality’s Slow Comeback?
Identifying currencies' monthly seasonal patterns and why they may break down can potentially generate alpha. Seasonal patterns broke down in 2020...
238 Views
FX Dashboard - Feb 2, 2021
Attached is the daily FX Dashboard that highlights dislocations in EM currency markets with the objective of identifying the leaders and laggards.
204 Views
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...
234 Views
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...
243 Views
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...
250 Views