Monetary Policy Will Be More Supportive Amid Sluggish Growth & Better External Balances
We expect another 50bp of policy rate cuts in Indonesia over the final 4 months of 2019, and are consequently Overweight Indonesia, particularly...
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Lucror Analytics - Morning Views Asia - 30 Aug 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Asia HY Trade Recommendations - August 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for August includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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Asia HY Monthly - Indonesian Property Update (2019) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on the Indonesian real estate sector, including the background of the last cycle, sales...
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Asia HY Monthly – Indonesian Property Update (July 2019)
In July, uncertainty for emerging markets was compounded by increasing uncertainty associated with: [1] the trade Sino-US trade war; [2] extension...
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