The primary equity indices in Indonesia (JSX), Malaysia (KLCI), the Philippines (PSEi), and Thailand (SET) outperformed global benchmarks in 2022. A statistical review of macro factors […]
Continue readingGeneral Government Debt Levels Could Reduce Opportunities for Fiscal Stimulus
As of May 2022, general government debt levels for Indonesia, Malaysia, the Philippines, and Thailand jumped following the onset of the pandemic—as did debt in […]
Continue readingAssessing the Growth in Sophistication of SEA Exports and Impact on Equities
As of June 2022, a shorthand approach to assess the growth in sophistication of Southeast Asia’s exports suggests exports from Indonesia, Malaysia, Singapore, Thailand, and […]
Continue readingIncreased Weakness in Rupiah and Potential for Higher Inflation Puts Bank Indonesia’s mid-November Policy Meeting in Focus
As of November 2022, of Bank Indonesia’s two mandates—price and foreign exchange stability[1]—its efforts to curtail inflation seem to be more fruitful, although the Philippines’ […]
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