2 February 2026 Emerging Asia Monitor Ins-and-outs of Indonesia's equity market collapse; a good entry point?

Indonesia’s soaring equities sold off sharply last week, threatened with a downgrade to ‘frontier’…
…Fundamentally, the correction seems harsh, from the standpoint of improving ‘real’ economic activity.
Thailand’s election at the end of this week still looks set to result in a fragile coalition government.

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence