Indonesia

This tag is associated with 83 posts

The Case For Indonesia

By Charles Mautz, Chinus Asset Management During a recent visit to Jakarta, it was evident that Indonesians are optimistic. Investment managers, business leaders and taxi drivers all voiced their opinion that things are getting better and that the future is bright. Up to now, Indonesia has generally punched below its weight. It is often lumped together with … Continue reading

Emerging Markets: What Has Changed This Week?

By Marc Chandler, Marc to Market Blog Bank Indonesia will use the 7-day reverse repo rate as its new benchmark policy rate The ruling party in South Korea unexpectedly lost parliamentary elections The Monetary Authority of Singapore eased monetary policy to recession settings Turkey has nominated its next central bank chief The Brazilian special lower house committee … Continue reading

Emerging Markets: What Has Changed This Week?

By Marc Chandler, Marc to Market Blog Bank Indonesia signaled it may pause its easing cycle Vietnam undertook a massive cabinet shuffle MSCI is reviewing Nigeria’s standing in its equity indices due to the impact of ongoing FX controls Russia’s central bank tilted a bit more dovish South Africa’s parliament voted down President Zuma’s impeachment proposal by … Continue reading

Time To Buy EM? BlackRock, Templeton, Goldman, And PIMCO Say Yes

Is now the right time to buy emerging market (EM) assets? A growing number of the world’s largest money managers are saying yes, such as BlackRock, Franklin Templeton, Goldman Sachs, and an adviser to PIMCO. Against a backdrop of an oil price crisis which has been battering economies, markets, and companies; alongside worries over a slowdown in global growth led … Continue reading

7 Emerging And Frontier Markets Beating The Global Downturn

By James Eugene It’s official. Global stocks have now entered bear market territory, with some of the world’s largest equity markets experiencing mass selloffs. Amid all of the commotion, there have been a few emerging and frontier markets that have so far been defying the global downturn. 1. Kazakhstan: +6.30% Despite being bombarded with currency and oil troubles, Kazakhstan’s … Continue reading

Emerging Markets: What Has Changed This Week?

By Marc Chandler, Marc to Market Blog 1) Indonesia announced it will allow full foreign ownership in many local industries in an effort to boost foreign investment 2) The Thai military government called a referendum on the new constitution on July 31 3) Poland’s ruling Law and Justice party dropped its backing for candidate Wnorowski to join … Continue reading

What To Expect In Southeast Asia In 2016

By Global Risk Insights 2016 will be an interesting year for Southeast Asia, as the region braces for changes in government (or none at all), implements the ASEAN economy community, and prepares for volatility with the rising tension of the South China Sea and the increasing risk of terrorist attacks.   Myanmar NLD needs to … Continue reading

Forget BRICS — 2016 Is The Year Of The ASEAN Bloc

2015, what a year that was for BRICS! It will be the year to remember Brazil’s economic slowdown and turbulent political scene, China’s botched response to a rout in its stocks that gripped financial markets in mid-2015, and geopolitical tensions and economic sanctions placed on Russia. But what’s happening with other emerging markets outside the … Continue reading

Emerging Markets: Preview Of The Week Ahead

By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) EM starts the week on a soft footing.  The repercussions of the attacks in Paris are still unclear, but the dollar’s rise against the majors continues and is likely to keep it bid against EM currencies as well.  Equity markets continue … Continue reading

Divergence Update: Global Monetary Policy Cycles

By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) The global investment environment continues to be driven largely by divergences in central bank policies. This holds true not just across Developed Markets, but Emerging Markets as well.  We thought it would be helpful to summarize our expectations of central bank … Continue reading

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