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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 email@example.com, or contact your account rep
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Bank Indonesia continued to side with the majority opinion last week, keeping interest rates on hold...
...But the calm in core inflation won’t last long, especially with labour market pressures rebuilding.
The Board can’t just keep raising the target for loan growth; this month’s upgrade will soon be outdated.
Falling oil prices mean a fiscally more sustainable freeze in pump prices in India, not lower inflation.
Real relief is unlikely to come until 2023, and risks still are to the upside, from food and core prices.
The spike in industrial production growth to a year high won’t do much to strengthen the RBI’s hawks.
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.
The Philippines’ stronger-than- expected Q1 was due mainly to the likely last hurrah in consumption.
Q2 will be a wake-up call, as the election slams the brakes on government spending and investment.
We're happy to stay below-consensus on growth, but we have raised our 2022 forecast to 5.6%.
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