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Below is a list of our Emerging Asia Publications for the last 6 months. If you are looking for reports older than 6 months please email firstname.lastname@example.org, or contact your account rep
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Currencies in EM Asia are tanking, with interest rate differentials moving hugely in favour of the dollar...
...But we doubt that central banks in the region will be forced to match Fed rate action like-for-like.
Reserves remain ample, and are likely to continue to be used to lean against excessive currency volatility.
Bank Indonesia kept its policy rate steady, at 3.50%, despite growing expectations of an imminent hike.
The Board laid out a more aggressive schedule for RRR increases, though, with credit growth flying...
...This, plus a less-troubling inflation outlook, should rein in expectations for a total of three hikes in H2.
Indonesia's ban on a subset of palm oil exports likely will last long, as the overall hit will be trivial.
The move shows that fiscal consolidation remains a big priority, where progress isn't as good as it looks.
Exporters in Thailand mainly have non-traditional markets to thank for the strong finish to Q1.
India's FY2022/23 budget shows only a modest consolidation of the deficit, to 6.4% of GDP...
...But we still see every chance that it narrows below this level in FY2021/22, assuming a "normal" Q1.
Divestment targets are finally becoming realistic, and the jury still is out on Modi's capex credentials.
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