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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Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
129 Views
As Dollar Rebounds, EM and Europe Consensus Narrative Shaken
Overweight EM debt and the euro were two of the most consensus trades coming into the year, and I’ve been bearish - both are unravelling fast as...
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Indonesia: Connected
Long-time readers of Asianomics know that we are absorbed by developments in technology and how this is transforming the growth potential in Asian...
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Indonesia: Missing Golden Opportunities
Indonesia remains attractive in the Asian region given its positive demographics. But we were left with little option after marking down three of...
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