Analysis

• Indonesia Macro Flash: FY14 Current Account: 2.5% GDP Is Possible, On Condition
  Current account deficit heading back toward sustainable levels — In 4Q13, the deficit narrowed to $4bn, or 2% GDP, down from 3.8% GDP in the previous quarter. Concurrently net foreign direct investment inflows were recorded at $1.7bn....
  By admin | 17 February 2014 | 07:00
• Helmi Arman: Policies Bearing Fruit; Next: Replenish Reserves?
  BI and FasBI rates were left at 7.50% and 5.75% for 3rd consecutive month, in line with expectations — The 4Q13 current account deficit (CAD) was announced at 1.98% GDP, also in-line with our expectation and a...
  By admin | 14 February 2014 | 07:00
• Indonesia Macro Flash: Dec Trade Balance: Are Strong Surpluses the New Normal?
  * Trade surplus reaches multi-year high — Dec-13 trade surplus of US$1.5bn is the highest monthly trade surplus since Nov-11. It is the third consecutive trade surplus since the sharp correction of the IDR in August. The Dec...
  By admin | 05 February 2014 | 07:00
• Helmi Arman: Jan CPI: Imported Inflation Visible but Overshadowed by Base Year Change
  January CPI inflation recorded at 1.07% MoM (8.22% YoY), slightly higher vs consensus— Monthly inflation is seasonally high as recent floods disrupted the distribution of...
  By admin | 05 February 2014 | 07:00
• Bank Danamon Analysis: A relatively tame inflation and an encouraging trade surplus in Indonesia
• Moody's: Asia's banks to continue to compare well with those in other regions
• Fitch : US money fund exposure to eurozone banks rises for fourth consecutive month
• UK growth in Q3 probably strong but unbalanced - Capital Economics
• Moody's says global sukuk market's positive long-term growth trends set to continue
• Moody's assigns definitive B2 ratings to Modernland Realty