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...
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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...
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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...
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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...
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Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will the UST curve see a "mini-inversion" at...
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