Indian Financial Sector - Rumbled
We are neutral on Indian equities in our relative regional portfolio and expect the rupee to depreciate further against the the US dollar. The...
365 Views
India, Indonesia & Philippines - Further Currency Weakness, Higher Rates To Come
Emerging markets have been rattled by the deepening balance of payments crisis in Turkey and Pakistan. In both countries international reserves are...
412 Views
Different Strokes: India Versus Indonesia
This week, as both India and Indonesia celebrate their independence day, we are stuck by how similar drivers in these economies are and despite the...
421 Views
VP Choices Strengthen Jokowi Despite Disappointing Economy
By picking the leader of NU and the Indonesian Ulema Council, Ma'ruf Amin, as his running mate for the 2019 election, President Joko Widodo...
390 Views
Plunging Rupee - Troubles Times Ahead For India
The Indian rupee is taking a beating. Since January the currency has depreciated by 7.4% against the US dollar. The Indonesian rupiah, also under...
193 Views