Markets

14 October 2014

Indonesia’s Jokowi Could be Plagued by the Red and White Coalition

Many commentators assumed following Indonesia’s 9 July presidential election that members of defeated candidate Prabowo Subianto’s six-party ‘Red and White’ coalition would not want to be locked out of government and would seek to realign themselves with president-elect Joko Widodo...

14 October 2014

The Bad Economic Hits Keep Coming in Europe

The US dollar is trading broadly higher as the divergence thesis gains ground with the latest batch of disappointing euro area data. Soft UK BRC sales and price indices suggest that Britain is being pulled closer to the euro area...

13 October 2014

More about ‘Abenomics’ in Japan and it’s Potential

After two decades of stagnant growth and the Fukushima triple disaster, Japan appears more confident both domestically and internationally. The economy has been inflated, much-needed social change is being discussed with some progress being made, and international diplomacy is once...

13 October 2014

Lessons from Japan’s ‘Abenomics’

One of the striking things about the past few decades of Japan’s economic history has been the fact that textbook macroeconomics could have predicted most of it. Back in the late 1990s, this was a controversial point of view. Many...

10 October 2014

India Needs to Pursue Meaningful Free Trade Agreements

When India began negotiations with ASEAN in 2004 for a free trade agreement (FTA) covering the goods sector, it marked a major step in the evolution of the country’s engagement with the global economy. When India began negotiations with ASEAN...

9 October 2014

Emerging Markets Over the Last Week

(1) The second round of the Brazilian elections is off to an exciting start(2) The situation in Turkey is becoming tenser as ISIS advances on Kurdish towns in Syria near border(3) The ruble continues to push through all-time highs(4) The...

7 October 2014

The Latest on Uridashi Bond Issuance

Weekly MOF data shows that Japanese investors have remained net buyers of foreign bonds in recent months.  After a weak start to the year that saw Japan investors shed nearly $58 bln of foreign bonds in the 16 weeks through...