Country Focus
Indonesia: Recent Outperformance Is Disguising Budding Vulnerability
The recent outperformance of Indonesian stocks has masked a budding macro issue in the country: a deteriorating balance of payments. Capital inflows into the country are dwindling at a time when the current account balance is set to slip back into…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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