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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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Don’t set store by the reported plunge in Vietnam’s public debt-to-GDP ratio in 2021 to a record low...
...Remember that the denominator is inflated; falling external and secured debt remain the key themes.
Fiscal consolidation in the first half of 2022 was sharp, thanks largely to a strong revival in revenue.
Bank Indonesia defied the consensus yesterday, as we expected, enacting its first rate hike, to 3.75%...
...But we’re sticking to our below-consensus view for just one more hike this year; policy is quite tight.
The Board can also rely credibly on sustained fiscal support, with consolidation well ahead of schedule.
Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence